Money Purchase · DOL Form 5500 · 2022

Lucas Limited Money Purchase Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
3
Participants Small participant base
59th
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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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.

  • #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.

#3,807
in Real Estate (5,057 peers)
-21.8%
assets change YoY

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.

Lucas Limited Money Purchase Pension Plan's mid-pack asset rank among Real Estate and all filers

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 $2,050,000,000 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

Lucas Limited Money Purchase Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lucas Limited Money Purchase Pension Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 952118990 · Lucas Limited PY 2022 · Money Purchase

Lucas Limited Money Purchase Pension Plan · $8M · 3 · 59th

  • PART $8M
  • PART 3
  • PART 59th
  • PART Money Purchase
  • PART near Abilene Teachers Federal Credit Union Money Purchase Plan and Trust
  • PART ind #3807

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 Real Estate retirement plans → · Plans in California →

Lucas Limited Money Purchase Pension Plan in the asset neighbourhood

Bricklayers & Allied Craftsmen Local Union No. 7 Retirement PlanBricklayers & Allied Craftsm…$8MUniversity Auxiliary Services at Albany, Inc. 401(a) DC PlanUniversity Auxiliary Service…$8MLucas Limited Money Purchase Pension PlanLucas Limited Money Purchase…$8MAbilene Teachers Federal Credit Union Money Purchase Plan and TrustAbilene Teachers Federal Cre…$7MHeath Village Pension Plan$7M
End-of-year total assets ($M) among Lucas Limited Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Lucas Limited multi-year asset trail

Sponsor-wide plan assets over time

All Lucas Limited plans reported in each filing year

Latest sponsor-wide plan assets
$9M 25.797002040173805% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.5M $9.44M ▲ +25.9%
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 ($B) Participants Lucas Limited Money Purchase Pension Plan, Total assets ($B): 0.007502302 · Participants: 3Lucas Limited Money Purchase Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Lucas Limited Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Lucas Limited Money Purchase Pension Plan side-by-side with 3 peers →

Lucas Limited Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Abilene Teachers Federal Credit Union Money Purchase Plan and Trust in TX ($7M); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); 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 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).
Which Money Purchase plans cover a similar participant headcount to Lucas Limited Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants, $5M 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 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.