401(k) · DOL Form 5500 · 2024

Lucky Dog Resort Inc. 401(k) Plan

Data updated 2026-08-25

$586K
Total assets Small plan by assets
3
Participants Small participant base
19th
Percentile by assets National rank
$195,499
Avg per participant Above avg balance/head
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Official DOL plan name: Lucky Dog Resort, Inc. 401(k) Profit Sharing Plan · Sponsored by Lucky Dog Resort Inc. · Rhode Island · Other Services

$586K in assets, 3 participants

Lucky Dog Resort Inc.'s Lucky Dog Resort, Inc. 401(k) Profit Sharing Plan reported $586K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #3,087 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Lucky Dog Resort, Inc. 401(k) Profit Sharing Plan ranks #3,087 of 7,719 2024 filers by assets (3422% of the sector average)-$586K for 3 participants.

#3,087
in Other Services (7,719 peers)
+2.4%
assets growth YoY

Lucky Dog Resort, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Lucky Dog Resort, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$586,497 19th percentile higher than 19% 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

Lucky Dog Resort, Inc. 401(k) Profit Sharing 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. Lucky Dog Resort, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lucky Dog Resort, Inc. 401(k) Profit Sharing Plan reported net income rose from -$76K in the plan year 2023 filing to $14K in the plan year 2024 filing.
  • Lucky Dog Resort, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $573K in the plan year 2023 filing to $586K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 474853389 · Lucky Dog Resort Inc. PY 2024 · 401(k)

Lucky Dog Resort, Inc. 401(k) Profit Sharing Plan · $586K · 3 · 19th

  • VS-ST $586K
  • VS-ST 3
  • VS-ST 19th
  • VS-ST 401(k)
  • VS-ST near Riverina Natural Oils LLC 401(k) Profit Sharing Plan & Trust
  • VS-ST ind #3087

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 Rhode Island →

Lucky Dog Resort, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Lucky Dog Resort, Inc. 401(k) Profit Sharing PlanLucky Dog Resort, Inc. 401(k…$586KRiverina Natural Oils LLC 401(k) Profit Sharing Plan & TrustRiverina Natural Oils LLC 40…$586KFresh 'n Fit Cuisine, Inc. 401(k) Profit Sharing PlanFresh 'n Fit Cuisine, Inc. 4…$586KClh Ventures, Inc. 401(k) Profit Sharing PlanClh Ventures, Inc. 401(k) Pr…$586KDee Dee Investments, Inc. 401(k) Profit Sharing PlanDee Dee Investments, Inc. 40…$586K
End-of-year total assets ($M) among Lucky Dog Resort, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$573K
Net Assets (End of Year)$586K
Net Income$14K
Employer EIN474853389
Plan Effective Date2015-08-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Lucky Dog Resort Inc.)

Sponsor-wide plan assets over time

All Lucky Dog Resort Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$586K 9.610049749403563% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M 202220232024 $0.65M $0.59M ▼ -9.2%
Year Plans Participants Total Assets
2022 1 3 $649K
2023 1 3 $573K
2024 1 3 $586K

Nearby 401(k) Plans in Rhode Island

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

Lucky Dog Resort, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Lucky Dog Resort, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000586497 · Participants: 3Lucky Dog Resort, Inc. 401(k) Profit Sharing PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Lucky Dog Resort, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Lucky Dog Resort, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lucky Dog Resort, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Riverina Natural Oils LLC 401(k) Profit Sharing Plan & Trust in CA ($586K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Lucky Dog Resort, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Lucky Dog Resort, Inc. 401(k) Profit Sharing Plan edged up modestly - up 2.4% during 2024, from $573K to $586K. Reported net income was $14K.
How have Lucky Dog Resort Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lucky Dog Resort Inc.'s sponsor-wide assets declined 9.6%, from $649K to $586K.
Where does Lucky Dog Resort, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lucky Dog Resort, Inc. 401(k) Profit Sharing Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Lucky Dog Resort, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Riverina Natural Oils LLC 401(k) Profit Sharing Plan & Trust in CA ($586K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Lucky Dog Resort, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 474853389.

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.