Profit Sharing · DOL Form 5500 · 2023

Lookout Equities Inc. Profit Sharing Plan

Data updated 2026-08-25

$911K
Total assets Small plan by assets
9
Participants Small participant base
23rd
Percentile by assets National rank
$101,274
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lookout Equities Inc. Retirement Plan · Sponsored by Lookout Equities Inc. · South Carolina · Utilities

$911K in assets, 9 participants

Lookout Equities Inc.'s Lookout Equities Inc. Retirement Plan reported $911K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #41 in Utilities (721 peers)

Lookout Equities Inc. multi-year trail

Lookout Equities Inc.'s plans moved +83.8% in assets from 2022 to 2024; this filing shows Lookout Equities Inc. Retirement Plan at $911K / 9 participants.

#41
in Utilities (721 peers)
-58.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lookout Equities Inc. Retirement Plan among the smaller filed plans by assets

Lookout Equities Inc. Retirement Plan vs every filed plan by assets

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

$911,470 23rd percentile higher than 23% 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

Lookout Equities Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lookout Equities Inc. Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lookout Equities Inc. Retirement Plan reported net income fell from $2M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Lookout Equities Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $911K in the plan year 2023 filing.
  • Lookout Equities Inc. Retirement Plan reported participants rose from 8 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 883818749 · Lookout Equities Inc. PY 2023 · Profit Sharing

Lookout Equities Inc. Retirement Plan · $911K · 9 · 23rd

  • RANK $911K
  • PHOTO 9
  • IND 23rd
  • EOY Profit Sharing
  • 5500 near Rocky Mountain West Telecom 401(k) Profit Sharing Plan
  • ASSETS ind #41

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 Utilities retirement plans → · Plans in South Carolina →

Lookout Equities Inc. Retirement Plan in the asset neighbourhood

Lookout Equities Inc. Retirement PlanLookout Equities Inc. Retire…$911KRocky Mountain West Telecom 401(k) Profit Sharing PlanRocky Mountain West Telecom …$911KPlant Drives and Systems, Inc.Plant Drives and Systems, In…$911KV a M E Iron Works Corp Ps Pl Tr Ein11-3523488V a M E Iron Works Corp Ps P…$912KParham Development Company Profit Sharing Plan and TrustParham Development Company P…$912K
End-of-year total assets ($M) among Lookout Equities Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Lookout Equities Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lookout Equities Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 83.76542710760569% vs 2022
2024 filing year
$0M$1M$2M$3M$4M$5M 202220232024 $2.18M $4M ▲ +83.5%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 9 $911K
2024 1 10 $4M

Lookout Equities Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$911K
Net Income-$1M
Employer EIN883818749
Plan Effective Date2022-09-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in South Carolina

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

Lookout Equities Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Lookout Equities Inc. Retirement Plan, Total assets ($B): 0.00091147 · Participants: 9Lookout Equities Inc. Retirement PlanPrisma Health Retirement Savings Plan, Total assets ($B): 1.879344092 · Participants: 28745Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.756341776 · Participants: 2510Uma Retirement PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.221764297 · Participants: 2301Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.215941695 · Participants: 1515Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.044780532 · Participants: 197Usc School of Medicine Educational Trust Retirement Plan
Lookout Equities Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Lookout Equities Inc. Retirement Plan side-by-side with 3 peers →

Lookout Equities Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is Rocky Mountain West Telecom 401(k) Profit Sharing Plan in UT ($911K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 did Lookout Equities Inc. Retirement Plan assets move in 2023? ▼
Lookout Equities Inc. Retirement Plan contracted severely - down 58.1% during 2023, from $2M to $911K. Reported net income was -$1M.
How have Lookout Equities Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lookout Equities Inc.'s sponsor-wide assets grew 83.8%, from $2M to $4M.
Where does Lookout Equities Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Lookout Equities Inc. Retirement Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Lookout Equities Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rocky Mountain West Telecom 401(k) Profit Sharing Plan in UT ($911K, 53 participants).
Which Profit Sharing plans cover a similar participant headcount to Lookout Equities Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants, $136K 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 883818749.

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.