401(k) · DOL Form 5500 · 2024

The Lumbee Tribe of North Carolina 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
164
Participants Small participant base
49th
Percentile by assets National rank
$43,292
Avg per participant Low balance/head
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Official DOL plan name: The Lumbee Tribe of Nc 401(k) Plan · Sponsored by The Lumbee Tribe of North Carolina · North Carolina · Other Services

$7M in assets, 164 participants

The Lumbee Tribe of North Carolina's The Lumbee Tribe of Nc 401(k) Plan reported $7M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,329 in Other Services (7,719 peers)

Coverage in North Carolina

The Lumbee Tribe of Nc 401(k) Plan covers 164 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.

#5,329
in Other Services (7,719 peers)
+32.8%
assets growth YoY

The Lumbee Tribe of Nc 401(k) Plan's mid-pack asset rank among Other Services and all filers

The Lumbee Tribe of Nc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,099,874 49th percentile higher than 49% of 123,620 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 2024

The Lumbee Tribe of Nc 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Lumbee Tribe of Nc 401(k) Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Lumbee Tribe of Nc 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • The Lumbee Tribe of Nc 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 841704531 · The Lumbee Tribe of North Carolina PY 2024 · 401(k)

The Lumbee Tribe of Nc 401(k) Plan · $7M · 164 · 49th

  • PHOTO $7M
  • PHOTO 164
  • PHOTO 49th
  • PHOTO 401(k)
  • PHOTO near Regan Heating & Air-Conditioning 401(k) Plan
  • PHOTO ind #5329

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 Other Services retirement plans → · Plans in North Carolina →

The Lumbee Tribe of Nc 401(k) Plan in the asset neighbourhood

The Lumbee Tribe of Nc 401(k) PlanThe Lumbee Tribe of Nc 401(k…$7MRegan Heating & Air-Conditioning 401(k) PlanRegan Heating & Air-Conditio…$7MPioneer Construction 401(k) PlanPioneer Construction 401(k) …$7MNehemiah Manufacturing 401(k) PlanNehemiah Manufacturing 401(k…$7MPediatric Specialists 401(k) PlanPediatric Specialists 401(k)…$7M
End-of-year total assets ($M) among The Lumbee Tribe of Nc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN841704531
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lumbee Tribe of North Carolina)

Sponsor-wide plan assets over time

All The Lumbee Tribe of North Carolina plans reported in each filing year

Latest sponsor-wide plan assets
$7M 80.89348700550232% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $3.92M $7.1M ▲ +81.1%
Year Plans Participants Total Assets
2022 1 139 $4M
2023 1 163 $5M
2024 1 164 $7M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Lumbee Tribe of Nc 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants The Lumbee Tribe of Nc 401(k) Plan, Total assets ($B): 0.007099874 · Participants: 164The Lumbee Tribe of Nc 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
The Lumbee Tribe of Nc 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Lumbee Tribe of Nc 401(k) Plan side-by-side with 3 peers →

The Lumbee Tribe of Nc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Regan Heating & Air-Conditioning 401(k) Plan in RI ($7M); by covered participants it is Meadows Bank 401(k) Retirement Plan in NV (164 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (164 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Lumbee Tribe of Nc 401(k) Plan assets move in 2024? ▼
The Lumbee Tribe of Nc 401(k) Plan surged - up 32.8% during 2024, from $5M to $7M. Reported net income was $2M.
How have The Lumbee Tribe of North Carolina plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lumbee Tribe of North Carolina's sponsor-wide assets grew 80.9%, from $4M to $7M.
Which 401(k) plans are similar in size to The Lumbee Tribe of Nc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Regan Heating & Air-Conditioning 401(k) Plan in RI ($7M, 57 participants).
Which 401(k) plans cover a similar participant headcount to The Lumbee Tribe of Nc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Meadows Bank 401(k) Retirement Plan in NV (164 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 841704531.

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.