ESOP · DOL Form 5500 · 2024

The Lighthouse, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
317
Participants Below avg headcount
56th
Percentile by assets National rank
$31,160
Avg per participant Low balance/head
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Official DOL plan name: The Lighthouse, Inc. Employee Stock Ownership Plan · Sponsored by The Lighthouse, Inc. · Michigan · Healthcare & Social Assistance

$10M in assets, 317 participants

The Lighthouse, Inc.'s The Lighthouse, Inc. Employee Stock Ownership Plan reported $10M in total assets and 317 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,307 in Healthcare & Social Assistance (16,916 peers)

Coverage in Michigan

The Lighthouse, Inc. Employee Stock Ownership Plan covers 317 participants in Michigan, about 50% of the average Michigan filer (state average ~638 per filing). Assets: $10M.

#10,307
in Healthcare & Social Assistance (16,916 peers)
+8.8%
assets growth YoY

The Lighthouse, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Lighthouse, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,877,776 Top 44% higher than 56% 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

The Lighthouse, Inc. Employee Stock Ownership 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. The Lighthouse, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (317 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Lighthouse, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The Lighthouse, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • The Lighthouse, Inc. Employee Stock Ownership Plan reported participants rose from 296 in the plan year 2023 filing to 317 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 382694908 · The Lighthouse, Inc. PY 2024 · ESOP

The Lighthouse, Inc. Employee Stock Ownership Plan · $10M · 317 · 56th

  • BOY $10M
  • BOY 317
  • BOY 56th
  • BOY ESOP
  • BOY near Four Sea Group, Inc. Employee Stock Ownership Plan
  • BOY ind #10307

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 What is an ESOP? → · Plans in Michigan →

The Lighthouse, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Krb Machinery Company Employee Stock Ownership PlanKrb Machinery Company Employ…$10MMaul Foster & Alongi, Inc. Employee Stock Ownership PlanMaul Foster & Alongi, Inc. E…$10MThe Lighthouse, Inc. Employee Stock Ownership PlanThe Lighthouse, Inc. Employe…$10MFour Sea Group, Inc. Employee Stock Ownership PlanFour Sea Group, Inc. Employe…$10MWelch Comer & Associates, Inc. Employee Stock Ownership Plan and TrustWelch Comer & Associates, In…$10M
End-of-year total assets ($M) among The Lighthouse, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN382694908
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lighthouse, Inc.)

Sponsor-wide plan assets over time

All The Lighthouse, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 32.2565133570181% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.4M $19M ▲ +32.2%
Year Plans Participants Total Assets
2022 2 563 $14M
2023 2 563 $17M
2024 2 590 $19M

Nearby ESOP Plans in Michigan

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

The Lighthouse, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 -0.500.511.52 Total assets ($B) Participants The Lighthouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.009877776 · Participants: 317The Lighthouse, Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.551258212 · Participants: 1780Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.899849551 · Participants: 1936The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.452711138 · Participants: 1284Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.410252812 · Participants: 218Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.250474411 · Participants: 565Lee Contracting, Inc. Employee Stock Ownership Plan
The Lighthouse, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare The Lighthouse, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Lighthouse, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Four Sea Group, Inc. Employee Stock Ownership Plan in CO ($10M); by covered participants it is West Suburban Bank Employee Stock Ownership Plan in IL (317 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (317 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 The Lighthouse, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
The Lighthouse, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.8% during 2024, from $9M to $10M. Reported net income was $1M.
How have The Lighthouse, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lighthouse, Inc.'s sponsor-wide assets grew 32.3%, from $14M to $19M.
Which ESOP plans are similar in size to The Lighthouse, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Four Sea Group, Inc. Employee Stock Ownership Plan in CO ($10M, 74 participants).
Which ESOP plans cover a similar participant headcount to The Lighthouse, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is West Suburban Bank Employee Stock Ownership Plan in IL (317 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 382694908.

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.