Profit Sharing · DOL Form 5500 · 2024

Lightning Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
21
Participants Small participant base
38th
Percentile by assets National rank
$190,299
Avg per participant Above avg balance/head
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Official DOL plan name: Lightning Inc. Retirement Plan · Sponsored by Lightning Inc. · Texas · Retail Trade

$4M in assets, 21 participants

Lightning Inc.'s Lightning Inc. Retirement Plan reported $4M in total assets and 21 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.

  • #3,970 in Retail Trade (8,048 peers)

Lightning Inc. multi-year trail

Lightning Inc.'s plans moved +147.5% in assets from 2022 to 2024; this filing shows Lightning Inc. Retirement Plan at $4M / 21 participants.

#3,970
in Retail Trade (8,048 peers)
+45.8%
assets growth YoY

Lightning Inc. Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Lightning Inc. Retirement Plan vs every filed plan by assets

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

$3,996,277 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

Lightning Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lightning Inc. Retirement Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lightning Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Lightning Inc. Retirement Plan reported participants rose from 17 in the plan year 2023 filing to 21 in the plan year 2024 filing.
  • Lightning Inc. Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 471715604 · Lightning Inc. PY 2024 · Profit Sharing

Lightning Inc. Retirement Plan · $4M · 21 · 38th

  • IND $4M
  • IND 21
  • IND 38th
  • IND Profit Sharing
  • IND near Rio Mar Hospitality Management Puerto Rico Retirement Plan
  • IND ind #3970

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 Retail Trade retirement plans → · Plans in Texas →

Lightning Inc. Retirement Plan in the asset neighbourhood

Lightning Inc. Retirement PlanLightning Inc. Retirement Pl…$4MRio Mar Hospitality Management Puerto Rico Retirement PlanRio Mar Hospitality Manageme…$4MSo Cal Infectious Disease Med Grp Profit Sharing PlanSo Cal Infectious Disease Me…$4MConcepts of Independence, Inc. Staff Profit Sharing PlanConcepts of Independence, In…$4MJudith Beckman Defined Contribution PlanJudith Beckman Defined Contr…$4M
End-of-year total assets ($M) among Lightning Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Lightning Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lightning Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 147.48289074164788% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.61M $4M ▲ +148.4%
Year Plans Participants Total Assets
2022 1 17 $2M
2023 1 17 $3M
2024 1 21 $4M

Lightning Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN471715604
Plan Effective Date2014-08-27
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Lightning Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Lightning Inc. Retirement Plan, Total assets ($B): 0.003996277 · Participants: 21Lightning Inc. Retirement PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Lightning Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Lightning Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Profit Sharing by assets is Rio Mar Hospitality Management Puerto Rico Retirement Plan in PR ($4M); by covered participants it is Stay at Home of the Upstate Inc. Retirement Plan in SC (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Lightning Inc. Retirement Plan assets move in 2024? ▼
Lightning Inc. Retirement Plan surged - up 45.8% during 2024, from $3M to $4M. Reported net income was $1M.
How have Lightning Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lightning Inc.'s sponsor-wide assets grew 147.5%, from $2M to $4M.
Which Profit Sharing plans are similar in size to Lightning Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rio Mar Hospitality Management Puerto Rico Retirement Plan in PR ($4M, 634 participants).
Which Profit Sharing plans cover a similar participant headcount to Lightning Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Stay at Home of the Upstate Inc. Retirement Plan in SC (21 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 471715604.

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.