Profit Sharing · DOL Form 5500 · 2022
Luu & Luu Incorporated Profit Sharing Plan
Data updated 2026-08-25
- $401K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $80,140
- Avg per participant Below avg balance/head
Official DOL plan name: Luu & Luu Incorporated Retirement Plan · Sponsored by Luu & Luu Incorporated · Florida · Other Services
$401K in assets, 5 participants
Luu & Luu Incorporated's Luu & Luu Incorporated Retirement Plan reported $401K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.
- #2,931 in Other Services (8,398 peers)
2022 asset change
Luu & Luu Incorporated Retirement Plan grew at a solid clip 13.4% in 2022 ($353K → $401K) for 5 participants.
- #2,931
- in Other Services (8,398 peers)
- +13.4%
- assets growth YoY
Luu & Luu Incorporated Retirement Plan among the smaller filed plans by assets
Luu & Luu Incorporated Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$400,698 16th percentile higher than 16% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Luu & Luu Incorporated Retirement 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. Luu & Luu Incorporated Retirement Plan is a micro filing (5 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 822392419 · Luu & Luu Incorporated PY 2022 · Profit Sharing
Luu & Luu Incorporated Retirement Plan · $401K · 5 · 16th
- TYPE $401K
- NET 5
- BOOK 16th
- VS-ST Profit Sharing
- BOY near Brayaud Industries, Inc. Profit Sharing Plan
- SCH ind #2931
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 Other Services retirement plans → · Plans in Florida →
Luu & Luu Incorporated Retirement Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $353K |
|---|---|
| Net Assets (End of Year) | $401K |
| Net Income | $47K |
| Employer EIN | 822392419 |
| Plan Effective Date | 2017-08-06 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP $4.1B · 44,915
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $985M · 14,201
- Orlando Health, Inc. Retirement Savings Plan 401a $418M · 23,825
- Shands Health Care Matched Savings Account 401(a) $349M · 9,486
- American Maritime Officers Defined Contribution Plan $245M · 4,132
Luu & Luu Incorporated Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Brayaud Industries, Inc. Profit Sharing Plan in CO ($401K); by covered participants it is Unit Design Inc Ps in LA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($401K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Unit Design Inc Ps (LA) 5 · 0 off
- Kull N Claude Fleet Services, Inc. Profit Sharing Plan (MN) 5 · 0 off
- Nomax Inc. Retirement Plan (LA) 5 · 0 off
- Krogman Haus Inc. Retirement Plan (WI) 5 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.