Profit Sharing · DOL Form 5500 · 2023

Lighthouse School, Inc. Profit Sharing Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
185
Participants Below avg headcount
79th
Percentile by assets National rank
$157,110
Avg per participant Above avg balance/head
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Official DOL plan name: Lighthouse School Retirement Plan · Sponsored by Lighthouse School, Inc. · Massachusetts · Educational Services

$29M in assets, 185 participants

Lighthouse School, Inc.'s Lighthouse School Retirement Plan reported $29M in total assets and 185 participants in its 2023 DOL Form 5500 filing, ranking in the 79th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,379 in Educational Services (3,735 peers)

Coverage in Massachusetts

Lighthouse School Retirement Plan covers 185 participants in Massachusetts, about 28% of the average Massachusetts filer (state average ~659 per filing). Assets: $29M.

#2,379
in Educational Services (3,735 peers)
+12.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lighthouse School Retirement Plan's outsized position by total assets

Lighthouse School Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$29,065,405 Top 21% higher than 79% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Lighthouse School Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lighthouse School Retirement Plan sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lighthouse School Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lighthouse School Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Lighthouse School Retirement Plan reported participants rose from 178 in the plan year 2022 filing to 185 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042939326 · Lighthouse School, Inc. PY 2023 · Profit Sharing

Lighthouse School Retirement Plan · $29M · 185 · 79th

  • VS-ST $29M
  • BOY 185
  • SCH 79th
  • EBSA Profit Sharing
  • PART near SEIU Local 503 Retirement Plan
  • TYPE ind #2379

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Massachusetts →

Lighthouse School Retirement Plan in the asset neighbourhood

Lighthouse School Retirement PlanLighthouse School Retirement…$29MSEIU Local 503 Retirement PlanSEIU Local 503 Retirement Pl…$29MCcsi 403(b) Retirement Plan$29MDermatology Associates of Virginia Profit Sharing PlanDermatology Associates of Vi…$29MSanta Rosa Community Health Centers 403(b) PlanSanta Rosa Community Health …$29M
End-of-year total assets ($M) among Lighthouse School Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN042939326
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lighthouse School, Inc.)

Sponsor-wide plan assets over time

All Lighthouse School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 25.620216160821595% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.9M $32.5M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 178 $26M
2023 1 185 $29M
2024 1 198 $32M

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Lighthouse School Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Lighthouse School Retirement Plan, Total assets ($B): 0.029065405 · Participants: 185Lighthouse School Retirement PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Lighthouse School Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Lighthouse School Retirement Plan side-by-side with 3 peers →

Lighthouse School Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is SEIU Local 503 Retirement Plan in OR ($29M); by covered participants it is Arway Confections, Inc. Profit Sharing Plan in IL (185 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (185 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lighthouse School Retirement Plan assets move in 2023? ▼
Lighthouse School Retirement Plan grew at a solid clip - up 12.4% during 2023, from $26M to $29M. Reported net income was $3M.
How have Lighthouse School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lighthouse School, Inc.'s sponsor-wide assets grew 25.6%, from $26M to $32M.
Where does Lighthouse School Retirement Plan rank by assets among Form 5500 filers? ▼
Lighthouse School Retirement Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Lighthouse School Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is SEIU Local 503 Retirement Plan in OR ($29M, 171 participants).
Which Profit Sharing plans cover a similar participant headcount to Lighthouse School Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arway Confections, Inc. Profit Sharing Plan in IL (185 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042939326.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.