Defined Benefit (Pension) · DOL Form 5500 · 2024

Lumbee Guaranty Bank Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
37
Participants Small participant base
49th
Percentile by assets National rank
$196,556
Avg per participant Above avg balance/head
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Official DOL plan name: Lumbee Guaranty Bank Employees' Pension Plan · Sponsored by Lumbee Guaranty Bank · North Carolina · Finance & Insurance

$7M in assets, 37 participants

Lumbee Guaranty Bank's Lumbee Guaranty Bank Employees' Pension Plan reported $7M in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,886 in Finance & Insurance (8,549 peers)

Lumbee Guaranty Bank multi-year trail

Lumbee Guaranty Bank's plans moved +23.7% in assets from 2022 to 2024; this filing shows Lumbee Guaranty Bank Employees' Pension Plan at $7M / 37 participants.

#2,886
in Finance & Insurance (8,549 peers)
+8.4%
assets growth YoY

Lumbee Guaranty Bank Employees' Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Lumbee Guaranty Bank Employees' Pension Plan vs every filed plan by assets

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

$7,272,556 49th percentile higher than 49% 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

Lumbee Guaranty Bank Employees' Pension 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. Lumbee Guaranty Bank Employees' Pension Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lumbee Guaranty Bank Employees' Pension Plan reported participants fell from 44 in the plan year 2023 filing to 37 in the plan year 2024 filing.
  • Lumbee Guaranty Bank Employees' Pension Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Lumbee Guaranty Bank Employees' Pension Plan reported net income fell from $617K in the plan year 2023 filing to $566K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 560990387 · Lumbee Guaranty Bank PY 2024 · Defined Benefit (Pension)

Lumbee Guaranty Bank Employees' Pension Plan · $7M · 37 · 49th

  • BOY $7M
  • BOY 37
  • BOY 49th
  • BOY Defined Benefit (Pension)
  • BOY near Ming - Zu Jack Hsieh, M.D. Inc Defined Benefit Pension Plan
  • BOY ind #2886

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 Finance & Insurance retirement plans → · Plans in North Carolina →

Lumbee Guaranty Bank Employees' Pension Plan in the asset neighbourhood

Umpco, Inc. Employees' Pension PlanUmpco, Inc. Employees' Pensi…$7MMing - Zu Jack Hsieh, M.D. Inc Defined Benefit Pension PlanMing - Zu Jack Hsieh, M.D. I…$7MLumbee Guaranty Bank Employees' Pension PlanLumbee Guaranty Bank Employe…$7MSwisslog Retirement Income Plan for Salaried EmployeesSwisslog Retirement Income P…$7MIsabella Bank Corporation Employee Retirement PlanIsabella Bank Corporation Em…$7M
End-of-year total assets ($M) among Lumbee Guaranty Bank Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Lumbee Guaranty Bank multi-year asset trail

Sponsor-wide plan assets over time

All Lumbee Guaranty Bank plans reported in each filing year

Latest sponsor-wide plan assets
$14M 23.737496051837756% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.6M $14.4M ▲ +23.8%
Year Plans Participants Total Assets
2022 3 202 $12M
2023 3 197 $12M
2024 3 181 $14M

Lumbee Guaranty Bank filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$566K
Employer EIN560990387
Plan Effective Date1973-04-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lumbee Guaranty Bank Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -505101520 Total assets ($B) Participants Lumbee Guaranty Bank Employees' Pension Plan, Total assets ($B): 0.007272556 · Participants: 37Lumbee Guaranty Bank Employees' Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.577892612 · Participants: 9923Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.698665729 · Participants: 38548Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.678 · Participants: 13576Duke Energy Retirement Cash Balance PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.784844379 · Participants: 22655Employees' Retirement Plan of Duke UniversityThe Hearst Corporation Retirement Plan, Total assets ($B): 2.397551709 · Participants: 1745The Hearst Corporation Retirement Plan
Lumbee Guaranty Bank Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Lumbee Guaranty Bank Employees' Pension Plan side-by-side with 3 peers →

Lumbee Guaranty Bank Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Ming - Zu Jack Hsieh, M.D. Inc Defined Benefit Pension Plan in HI ($7M); by covered participants it is Retirement Plan for Employees of Badger Mutual Insurance Company in WI (37 participants). Same-state nearby plans are listed separately above.

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 Lumbee Guaranty Bank Employees' Pension Plan assets move in 2024? ▼
Lumbee Guaranty Bank Employees' Pension Plan grew at a solid clip - up 8.4% during 2024, from $7M to $7M. Reported net income was $566K.
How have Lumbee Guaranty Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumbee Guaranty Bank's sponsor-wide assets grew 23.7%, from $12M to $14M.
Which Defined Benefit (Pension) plans are similar in size to Lumbee Guaranty Bank Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ming - Zu Jack Hsieh, M.D. Inc Defined Benefit Pension Plan in HI ($7M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lumbee Guaranty Bank Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Badger Mutual Insurance Company in WI (37 participants, $12M 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 560990387.

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.