401(k) · DOL Form 5500 · 2023

Lions World Vision Institute I 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
108
Participants Small participant base
56th
Percentile by assets National rank
$82,981
Avg per participant Below avg balance/head
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Official DOL plan name: Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust · Sponsored by Lions World Vision Institute I · Florida · Healthcare & Social Assistance

$9M in assets, 108 participants

Lions World Vision Institute I's Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust reported $9M in total assets and 108 participants in its 2023 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.

  • #10,943 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust covers 108 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $9M.

#10,943
in Healthcare & Social Assistance (17,684 peers)
$3M
reported net income

Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,961,992 Top 44% higher than 56% of 127,068 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 2023

Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust reported net income rose from -$172K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust reported participants rose from 106 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 591458151 · Lions World Vision Institute I PY 2023 · 401(k)

Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust · $9M · 108 · 56th

  • RANK $9M
  • PHOTO 108
  • IND 56th
  • EOY 401(k)
  • 5500 near Dyersville Die Cast 401(k) Plan and Trust
  • ASSETS ind #10943

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Lions World Vision Institute I 401(k) Profit Sharing Plan & TrustLions World Vision Institute…$9MDyersville Die Cast 401(k) Plan and TrustDyersville Die Cast 401(k) P…$9MCr Group L.P.$9MPackaging Concepts Inc 401(k) Profit Sharing Plan & TrustPackaging Concepts Inc 401(k…$9MFerrell Hospital 401(k) Plan$9M
End-of-year total assets ($M) among Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN591458151
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lions World Vision Institute I)

Sponsor-wide plan assets over time

All Lions World Vision Institute I plans reported in each filing year

Latest sponsor-wide plan assets
$10M 139.17274547364775% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $4.35M $10.4M ▲ +139.1%
Year Plans Participants Total Assets
2022 1 106 $4M
2023 1 108 $9M
2024 1 360 $10M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.008961992 · Participants: 108Lions World Vision Institute I 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Dyersville Die Cast 401(k) Plan and Trust in IA ($9M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 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 (108 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Lions World Vision Institute I plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lions World Vision Institute I's sponsor-wide assets grew 139.2%, from $4M to $10M.
Which 401(k) plans are similar in size to Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dyersville Die Cast 401(k) Plan and Trust in IA ($9M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Lions World Vision Institute I 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 591458151.

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.