· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LYNCHBURG SHELTERED INDUSTRIES, INC. — LYNCHBURG SHELTERED INDUSTRIES 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250319125904NAL0005011473001
LYNCHBURG SHELTERED INDUSTRIES, INC.
Form 5500-SF
FILING_RECEIVED
LYNCHBURG SHELTERED INDUSTRIES 403(B) PLAN
403(b) retirement plan
Active participants
26
Accounts w/ balance
13
Plan assets (EOY)
$934K
Net assets (EOY)
$934K
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LYNCHBURG SHELTERED INDUSTRIES, INC.
.
Find decision makers
Plan sponsor
Name
LYNCHBURG SHELTERED INDUSTRIES, INC.
EIN
54-0741120
Address
3120 ODD FELLOWS RD · LYNCHBURG, VA · 245015010
Phone
(434) 847-4488
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-19
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
PATHFINDERS OF OREGON DBA THE PATHFINDER NETWORK
PATHFINDERS 401(K) PLAN
$936K · 80 participants
NRG MANAGEMENT
NRG MGMT LLC 401(K) PLAN
$938K · 88 participants
THE OPPORTUNITY TREE
THE OPPORTUNITY TREE 401(K) PLAN
$943K · 320 participants
NORTHERN VALLEY INDUSTRIES, INC.
NORTHERN VALLEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN
$947K · 14 participants
LIGHTHOUSE EDUCATION CENTER
403(B) THRIFT PLAN OF LIGHTHOUSE EDUCATION CENTER
80
Knocking points off
50% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
$921K · 23 participants
ROANOKE DEVELOPMENTAL CENTER, INC.
ROANOKE DEVELOPMENTAL CENTER, INC. PROFIT SHARING PLAN
$913K · 21 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
