401(k) · DOL Form 5500 · 2022

Lucor Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
692
Participants Below avg headcount
46th
Percentile by assets National rank
$5,823
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Lucor Inc. Wholly Owned Subs Savings and Retirement Plan · Sponsored by Lucor Inc. · North Carolina · Other Services

$4M in assets, 692 participants

Lucor Inc.'s Lucor Inc. Wholly Owned Subs Savings and Retirement Plan reported $4M in total assets and 692 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,582 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Lucor Inc. Wholly Owned Subs Savings and Retirement Plan ranks #5,582 of 8,398 2022 filers by assets (498% of the sector average)-$4M for 692 participants.

#5,582
in Other Services (8,398 peers)
-10.2%
assets change YoY

The plan reported a net loss of $470K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lucor Inc. Wholly Owned Subs Savings and Retirement Plan's mid-pack asset rank among Other Services and all filers

Lucor Inc. Wholly Owned Subs Savings and Retirement Plan vs every filed plan by assets

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

$4,029,461 46th percentile higher than 46% 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

Lucor Inc. Wholly Owned Subs Savings and Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lucor Inc. Wholly Owned Subs Savings and Retirement Plan sits mid-pack in the medium band (692 participants).

Published 5500 schedule card

Filing strip 650195259 · Lucor Inc. PY 2022 · 401(k)

Lucor Inc. Wholly Owned Subs Savings and Retirement Plan · $4M · 692 · 46th

  • BOY $4M
  • SCH 692
  • EBSA 46th
  • PART 401(k)
  • TYPE near Stoney Creek 401(k)) Plan
  • NET ind #5582

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 North Carolina →

Lucor Inc. Wholly Owned Subs Savings and Retirement Plan in the asset neighbourhood

Lucor Inc. Wholly Owned Subs Savings and Retirement PlanLucor Inc. Wholly Owned Subs…$4MStoney Creek 401(k)) Plan$4MBayou Companies 401(k) Plan$4MTrinity Hawk 401(k)$4MStarboard Group 401(k) Plan$4M
End-of-year total assets ($M) among Lucor Inc. Wholly Owned Subs Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$470K
Employer EIN650195259
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Lucor Inc. Wholly Owned Subs Savings and Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Lucor Inc. Wholly Owned Subs Savings and Retirement Plan, Total assets ($B): 0.004029461 · Participants: 692Lucor Inc. Wholly Owned Subs Savings and Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Lucor Inc. Wholly Owned Subs Savings and Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Lucor Inc. Wholly Owned Subs Savings and Retirement Plan side-by-side with 3 peers →

Lucor Inc. Wholly Owned Subs Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Stoney Creek 401(k)) Plan in IA ($4M); by covered participants it is Founders Federal Credit Union Defined Contribution Plan in SC (692 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (692 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 Lucor Inc. Wholly Owned Subs Savings and Retirement Plan assets move in 2022? ▼
Lucor Inc. Wholly Owned Subs Savings and Retirement Plan pulled back noticeably - down 10.2% during 2022, from $4M to $4M. Reported net income was -$470K.
Which 401(k) plans are similar in size to Lucor Inc. Wholly Owned Subs Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stoney Creek 401(k)) Plan in IA ($4M, 283 participants).
Which 401(k) plans cover a similar participant headcount to Lucor Inc. Wholly Owned Subs Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Founders Federal Credit Union Defined Contribution Plan in SC (692 participants, $109M 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 650195259.

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.