Profit Sharing · DOL Form 5500 · 2024

Lookout Equities Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
10
Participants Small participant base
38th
Percentile by assets National rank
$400,000
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lookout Equities Inc. Retirement Plan · Sponsored by Lookout Equities Inc. · South Carolina · Utilities

$4M in assets, 10 participants

Lookout Equities Inc.'s Lookout Equities Inc. Retirement Plan reported $4M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #103 in Utilities (732 peers)

Utilities sector rank

Within Utilities, Lookout Equities Inc. Retirement Plan ranks #103 of 732 2024 filers by assets (13423% of the sector average)-$4M for 10 participants.

#103
in Utilities (732 peers)
+338.9%
assets growth YoY

Lookout Equities Inc. Retirement Plan's mid-pack asset rank among Utilities and all filers

Lookout Equities Inc. Retirement Plan vs every filed plan by assets

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

$4,000,000 38th percentile higher than 38% 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

Lookout Equities Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lookout Equities Inc. Retirement Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lookout Equities Inc. Retirement Plan reported net income rose from -$1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Lookout Equities Inc. Retirement Plan end-of-year assets rose from $911K in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Lookout Equities Inc. Retirement Plan reported participants rose from 9 in the plan year 2023 filing to 10 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 883818749 · Lookout Equities Inc. PY 2024 · Profit Sharing

Lookout Equities Inc. Retirement Plan · $4M · 10 · 38th

  • NET $4M
  • BOOK 10
  • VS-ST 38th
  • BOY Profit Sharing
  • SCH near T.V. Venkataraman Profit Sharing Plan
  • EBSA ind #103

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 Utilities retirement plans → · Plans in South Carolina →

Lookout Equities Inc. Retirement Plan in the asset neighbourhood

Lookout Equities Inc. Retirement PlanLookout Equities Inc. Retire…$4MT.V. Venkataraman Profit Sharing PlanT.V. Venkataraman Profit Sha…$4MJudith Beckman Defined Contribution PlanJudith Beckman Defined Contr…$4MConcepts of Independence, Inc. Staff Profit Sharing PlanConcepts of Independence, In…$4MLightning Inc. Retirement PlanLightning Inc. Retirement Pl…$4M
End-of-year total assets ($M) among Lookout Equities Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$911K
Net Assets (End of Year)$4M
Net Income$3M
Employer EIN883818749
Plan Effective Date2022-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lookout Equities Inc.)

Sponsor-wide plan assets over time

All Lookout Equities Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 83.76542710760569% vs 2022
2024 filing year
$0M$1M$2M$3M$4M$5M 202220232024 $2.18M $4M ▲ +83.5%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 9 $911K
2024 1 10 $4M

Nearby Profit Sharing Plans in South Carolina

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

Lookout Equities Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Lookout Equities Inc. Retirement Plan, Total assets ($B): 0.004 · Participants: 10Lookout Equities Inc. Retirement PlanPrisma Health Retirement Savings Plan, Total assets ($B): 2.165121786 · Participants: 29201Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.847554937 · Participants: 2827Uma Retirement PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.248524918 · Participants: 2275Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.225415995 · Participants: 1401Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.051579073 · Participants: 191Usc School of Medicine Educational Trust Retirement Plan
Lookout Equities Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Lookout Equities Inc. Retirement Plan side-by-side with 3 peers →

Lookout Equities Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is T.V. Venkataraman Profit Sharing Plan in OK ($4M); by covered participants it is Ts Cafe Incorporated Retirement Plan in PA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Lookout Equities Inc. Retirement Plan assets move in 2024? ▼
Lookout Equities Inc. Retirement Plan surged - up 338.9% during 2024, from $911K to $4M. Reported net income was $3M.
How have Lookout Equities Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lookout Equities Inc.'s sponsor-wide assets grew 83.8%, from $2M to $4M.
Which Profit Sharing plans are similar in size to Lookout Equities Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is T.V. Venkataraman Profit Sharing Plan in OK ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Lookout Equities Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ts Cafe Incorporated Retirement Plan in PA (10 participants, $2M 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 883818749.

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.