401(k) · DOL Form 5500 · 2024

Lifestore Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
112
Participants Small participant base
69th
Percentile by assets National rank
$171,096
Avg per participant Above avg balance/head
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Official DOL plan name: Lifestore 401(k) Profit Sharing Plan · Sponsored by Lifestore Financial Group, Inc. · North Carolina · Management of Enterprises

$19M in assets, 112 participants

Lifestore Financial Group, Inc.'s Lifestore 401(k) Profit Sharing Plan reported $19M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #578 in Management of Enterprises (1,133 peers)

Coverage in North Carolina

Lifestore 401(k) Profit Sharing Plan covers 112 participants in North Carolina, about 14% of the average North Carolina filer (state average ~819 per filing). Assets: $19M.

#578
in Management of Enterprises (1,133 peers)
+13.8%
assets growth YoY

Lifestore 401(k) Profit Sharing Plan's outsized position by total assets

Lifestore 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,162,740 Top 31% higher than 69% 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

Lifestore 401(k) Profit Sharing 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. Lifestore 401(k) Profit Sharing Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lifestore 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Lifestore 401(k) Profit Sharing Plan reported participants rose from 108 in the plan year 2023 filing to 112 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 562098545 · Lifestore Financial Group, Inc. PY 2024 · 401(k)

Lifestore 401(k) Profit Sharing Plan · $19M · 112 · 69th

  • BOY $19M
  • BOY 112
  • BOY 69th
  • BOY 401(k)
  • BOY near Associated Clinic of Psychology 401(k) Profit Sharing Plan
  • BOY ind #578

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 Management of Enterprises retirement plans → · Plans in North Carolina →

Lifestore 401(k) Profit Sharing Plan in the asset neighbourhood

Psyop Productions, LLC 401(k) PlanPsyop Productions, LLC 401(k…$19MLifestore 401(k) Profit Sharing PlanLifestore 401(k) Profit Shar…$19MAssociated Clinic of Psychology 401(k) Profit Sharing PlanAssociated Clinic of Psychol…$19MOtj Architects Inc 401(k) Profit Sharing Plan & TrustOtj Architects Inc 401(k) Pr…$19MSaxe, Doernberger & Vita, P.C. 401(k) Profit Sharing PlanSaxe, Doernberger & Vita, P.…$19M
End-of-year total assets ($M) among Lifestore 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN562098545
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifestore Financial Group, Inc.)

Sponsor-wide plan assets over time

All Lifestore Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 31.95269222124779% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.5M $19.2M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 109 $15M
2023 1 108 $17M
2024 1 112 $19M

Nearby 401(k) Plans in North Carolina

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

Lifestore 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Lifestore 401(k) Profit Sharing Plan, Total assets ($B): 0.01916274 · Participants: 112Lifestore 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Lifestore 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Lifestore 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lifestore 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Associated Clinic of Psychology 401(k) Profit Sharing Plan in MN ($19M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Lifestore 401(k) Profit Sharing Plan assets move in 2024? ▼
Lifestore 401(k) Profit Sharing Plan grew at a solid clip - up 13.8% during 2024, from $17M to $19M. Reported net income was $2M.
How have Lifestore Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifestore Financial Group, Inc.'s sponsor-wide assets grew 32.0%, from $15M to $19M.
Which 401(k) plans are similar in size to Lifestore 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Associated Clinic of Psychology 401(k) Profit Sharing Plan in MN ($19M, 251 participants).
Which 401(k) plans cover a similar participant headcount to Lifestore 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 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 562098545.

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.