401(k) · DOL Form 5500 · 2024
Lwin Family Co., LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 212
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $42,159
- Avg per participant Low balance/head
Official DOL plan name: Lwin Family Co. Retirement Plan · Sponsored by Lwin Family Co., LLC · North Carolina · Food Services & Accommodation
$9M in assets, 212 participants
Lwin Family Co., LLC's Lwin Family Co. Retirement Plan reported $9M in total assets and 212 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #3,055 in Food Services & Accommodation (3,672 peers)
Coverage in North Carolina
Lwin Family Co. Retirement Plan covers 212 participants in North Carolina, about 26% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.
- #3,055
- in Food Services & Accommodation (3,672 peers)
- +23.3%
- assets growth YoY
Lwin Family Co. Retirement Plan's mid-pack asset rank among Food Services & Accommodation and all filers
Lwin Family Co. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,937,776 Top 47% higher than 53% 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
Lwin Family Co. Retirement 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. Lwin Family Co. Retirement Plan sits mid-pack in the medium band (212 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lwin Family Co. Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Lwin Family Co. Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Lwin Family Co. Retirement Plan reported participants fell from 226 in the plan year 2023 filing to 212 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 562065375 · Lwin Family Co., LLC PY 2024 · 401(k)
Lwin Family Co. Retirement Plan · $9M · 212 · 53rd
- VS-ST $9M
- VS-ST 212
- VS-ST 53rd
- VS-ST 401(k)
- VS-ST near USA Environmental, Inc 401(k) Plan
- VS-ST ind #3055
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 Food Services & Accommodation retirement plans → · Plans in North Carolina →
Lwin Family Co. Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 562065375 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lwin Family Co., LLC)
Sponsor-wide plan assets over time
All Lwin Family Co., LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 67.49876546680346% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 219 | $5M |
| 2023 | 1 | 226 | $7M |
| 2024 | 1 | 212 | $9M |
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
Lwin Family Co. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is USA Environmental, Inc 401(k) Plan in FL ($9M); by covered participants it is Touchstone Behavioral Health 401(k) Plan in AZ (212 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (212 participants); asset peers above are excluded.
- Touchstone Behavioral Health 401(k) Plan (AZ) 212 · 0 off
- Piston Interiors LLC 401(k) Plan (MI) 212 · 0 off
- Colonial Savings 401(k) Profit Sharing Plan (TX) 212 · 0 off
- Southeastern Surveying & Mapping Corp. Employees' Savings Plan (FL) 212 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.