401(k) · DOL Form 5500 · 2024
Lighthouse Financial Corp 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $458,992
- Avg per participant High balance/head
Official DOL plan name: Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust · Sponsored by Lighthouse Financial Corp · North Carolina · Finance & Insurance
$3M in assets, 6 participants
Lighthouse Financial Corp's Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #1,829 in Finance & Insurance (8,549 peers)
Lighthouse Financial Corp multi-year trail
Lighthouse Financial Corp's plans moved +24.9% in assets from 2022 to 2024; this filing shows Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust at $3M / 6 participants.
- #1,829
- in Finance & Insurance (8,549 peers)
- -6.3%
- assets change YoY
The plan reported a net loss of $184K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,753,949 33rd percentile higher than 33% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust reported net income fell from $733K in the plan year 2023 filing to -$184K in the plan year 2024 filing.
- Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 561568657 · Lighthouse Financial Corp PY 2024 · 401(k)
Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust · $3M · 6 · 33rd
- ASSETS $3M
- PCT 6
- EIN 33rd
- RANK 401(k)
- PHOTO near Hyndman Law Firm PC 401(k) Profit Sharing Plan & Trust
- IND ind #1829
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 Finance & Insurance retirement plans → · Plans in North Carolina →
Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Lighthouse Financial Corp multi-year asset trail
Sponsor-wide plan assets over time
All Lighthouse Financial Corp plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 24.90992167812376% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $2M |
| 2023 | 1 | 5 | $3M |
| 2024 | 1 | 6 | $3M |
Lighthouse Financial Corp filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$184K |
| Employer EIN | 561568657 |
| Plan Effective Date | 1993-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Hyndman Law Firm PC 401(k) Profit Sharing Plan & Trust in CA ($3M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Hyndman Law Firm PC 401(k) Profit Sharing Plan & Trust (CA) $3M · 10
- O.K. Lumber Sawdust Fund (CA) $3M · 16
- Hogsalt 401(k) Plan (IL) $3M · 894
- Sporcle Inc 401(k) Profit Sharing Plan & Trust (WA) $3M · 806
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.