401(k) · DOL Form 5500 · 2024
The Lightstone Group, LLC 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 530
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $76,216
- Avg per participant Below avg balance/head
Official DOL plan name: The Lightstone Group, LLC 401(k) Plan · Sponsored by The Lightstone Group, LLC · New York · Real Estate
$40M in assets, 530 participants
The Lightstone Group, LLC's The Lightstone Group, LLC 401(k) Plan reported $40M in total assets and 530 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #4,232 in Real Estate (4,605 peers)
Where The Lightstone Group, LLC 401(k) Plan sits by assets
The Lightstone Group, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 530 participants (~$76,216/participant), up 23.0% in 2024.
- #4,232
- in Real Estate (4,605 peers)
- +23.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Lightstone Group, LLC 401(k) Plan's outsized position by total assets
The Lightstone Group, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,394,686 Top 18% higher than 82% 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
The Lightstone Group, LLC 401(k) 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 Lightstone Group, LLC 401(k) Plan sits mid-pack in the medium band (530 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Lightstone Group, LLC 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $40M in the plan year 2024 filing.
- The Lightstone Group, LLC 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- The Lightstone Group, LLC 401(k) Plan reported participants rose from 521 in the plan year 2023 filing to 530 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 020641131 · The Lightstone Group, LLC PY 2024 · 401(k)
The Lightstone Group, LLC 401(k) Plan · $40M · 530 · 82nd
- TYPE $40M
- TYPE 530
- TYPE 82nd
- TYPE 401(k)
- TYPE near Bakkt 401(k) Plan
- TYPE ind #4232
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 Real Estate retirement plans → · Plans in New York →
The Lightstone Group, LLC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $8M |
| Employer EIN | 020641131 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Lightstone Group, LLC)
Sponsor-wide plan assets over time
All The Lightstone Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 61.00847131561664% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 536 | $25M |
| 2023 | 1 | 521 | $33M |
| 2024 | 1 | 530 | $40M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
The Lightstone Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Bakkt 401(k) Plan in GA ($40M); by covered participants it is Gee Group Inc. Incentive Savings Plan in FL (530 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Bakkt 401(k) Plan (GA) $40M · 791
- West Side Tractor Sales Co. Profit Sharing Plan (IL) $40M · 285
- Peabody Properties, Inc. 401(k) Employee Retirement Plan (MA) $40M · 566
- Industry Employees' Incentive Savings Plan (CA) $40M · 1,002
Similar participant headcount
Nearest other-state filings by covered participants (530 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.