Money Purchase · DOL Form 5500 · 2022

Lucas Limited Money Purchase Plan

Data updated 2026-08-11

$8M
Total assets
3
Participants
59th
Percentile by assets
$2.5M
Avg per participant
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Official DOL plan name: Lucas Limited Money Purchase Pension Plan · Sponsored by Lucas Limited · California · Real Estate

$8M in assets, 3 participants

Lucas Limited's Lucas Limited Money Purchase Pension Plan reported $8M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • 59th percentile by assets (of 139,126 plans)
  • #3,807 in Real Estate (5,057 peers)

Lucas Limited multi-year trail

Lucas Limited's plans moved +25.8% in assets from 2022 to 2024; this filing shows Lucas Limited Money Purchase Pension Plan at $8M / 3 participants.

$8M
total plan assets (2022 EOY)
3
covered participants
59th
percentile by assets (of 139,126 plans)
$2.5M
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Lucas Limited Money Purchase Pension Plan sits by total assets

Lucas Limited Money Purchase Pension Plan vs every filed plan by assets

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

$7,502,302 Top 41% higher than 59% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Real Estate

Lucas Limited across 3 plan years on file

Across the 3 plan years Lucas Limited has on file (2022-2024), sponsor-wide plan assets have moved from $8M to $9M, a gain of 25.8%, while reported participants moved from 3 to 3 (+0.0%). Peak year by sponsor assets: 2024 ($9M); trough: 2022 ($8M).

Lucas Limited multi-year asset trail

$7M$8M$9M$10M 202220232024 $7.5M $9.44M ▲ +25.9%
Total plan assets by year, all Lucas Limited plans on file
Year Plans Participants Total Assets
2022 1 3 $8M
2023 1 1 $8M
2024 1 3 $9M

Lucas Limited filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN952118990
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Lucas Limited Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Lucas Limited Money …, Total assets ($B): 0.007502302 · Participants: 3Lucas Limited Money …The Permanente Contr…, Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contr…Kaiser Permanente Su…, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Su…University of Southe…, Total assets ($B): 3.768465559 · Participants: 20087University of Southe…Carpenters Annuity T…, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity T…Directors Guild of A…, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of A…
Lucas Limited Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Lucas Limited Money Purchase Pension Pla… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Lucas Limited Money Purchase Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Lucas Limited Money Purchase Pension Plan assets move in 2022? ▼
Lucas Limited Money Purchase Pension Plan declined sharply - down 21.8% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Lucas Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lucas Limited's sponsor-wide assets grew 25.8%, from $8M to $9M.
Which Money Purchase plans are similar in size to Lucas Limited Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Abilene Teachers Federal Credit Union Money Purchase Plan and Trust in TX ($7M, 105 participants).

Next read for Lucas Limited Money Purchase Pension Pla…

Multi-year trail

Ways to act on Lucas Limited Money Purchase Pension Plan's numbers.

  • By total assets, Lucas Limited Money Purchase Pension Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
  • Lucas Limited's sponsor-wide assets have grown 25.8% since 2022 across 3 plan years on file. More Real Estate plans

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 952118990.

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.