401(k) · DOL Form 5500 · 2022

Judith F Lutzy 401(k) Plan

Data updated 2026-08-25

$532K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$532,240
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Judith F Lutzy Cfp Individual 401(k) · Sponsored by Judith F Lutzy · Massachusetts · Finance & Insurance

$532K in assets, 1 participants

Judith F Lutzy's Judith F Lutzy Cfp Individual 401(k) reported $532K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,109 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Judith F Lutzy Cfp Individual 401(k) holds $532K for 1 participant - about $532,240 per participant, among the smaller plans by assets on file.

#1,109
in Finance & Insurance (9,261 peers)
-7.5%
assets change YoY

The plan reported a net loss of $43K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Judith F Lutzy Cfp Individual 401(k) among the smaller filed plans by assets

Judith F Lutzy Cfp Individual 401(k) vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$532,240 19th percentile higher than 19% of 139,123 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 2022

Judith F Lutzy Cfp Individual 401(k) among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Judith F Lutzy Cfp Individual 401(k) is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 465524329 · Judith F Lutzy PY 2022 · 401(k)

Judith F Lutzy Cfp Individual 401(k) · $532K · 1 · 19th

  • TYPE $532K
  • TYPE 1
  • TYPE 19th
  • TYPE 401(k)
  • TYPE near Jcel Inc 401(k) Plan
  • TYPE ind #1109

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 Massachusetts →

Judith F Lutzy Cfp Individual 401(k) in the asset neighbourhood

Judith F Lutzy Cfp Individual 401(k)Judith F Lutzy Cfp Individua…$532KJcel Inc 401(k) Plan$532KHot & Spicy Retirement Plan$532KRusty Fish, Inc. 401(k) Profit Sharing PlanRusty Fish, Inc. 401(k) Prof…$532KCitizen Observer LLC 401(k) Profit Sharing Plan & TrustCitizen Observer LLC 401(k) …$532K
End-of-year total assets ($M) among Judith F Lutzy Cfp Individual 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$575K
Net Assets (End of Year)$532K
Net Income-$43K
Employer EIN465524329
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Judith F Lutzy)

Sponsor-wide plan assets over time

All Judith F Lutzy plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.53M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $532K
2023 1 1 $609K
2024 1 1 N/A

Nearby 401(k) Plans in Massachusetts

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

Judith F Lutzy Cfp Individual 401(k) vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Judith F Lutzy Cfp Individual 401(k), Total assets ($B): 0.00053224 · Participants: 1Judith F Lutzy Cfp Individual 401(k)Fidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Judith F Lutzy Cfp Individual 401(k) vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Judith F Lutzy Cfp Individual 401(k) side-by-side with 3 peers →

Judith F Lutzy Cfp Individual 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Jcel Inc 401(k) Plan in LA ($532K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($532K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Judith F Lutzy Cfp Individual 401(k) assets move in 2022? ▼
Judith F Lutzy Cfp Individual 401(k) pulled back noticeably - down 7.5% during 2022, from $575K to $532K. Reported net income was -$43K.
Where does Judith F Lutzy Cfp Individual 401(k) rank by assets among Form 5500 filers? ▼
Judith F Lutzy Cfp Individual 401(k) ranks in the 19th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Judith F Lutzy Cfp Individual 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Jcel Inc 401(k) Plan in LA ($532K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Judith F Lutzy Cfp Individual 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 465524329.

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.