401(k) · DOL Form 5500 · 2022
Lumbo Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $116K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 7th
- Percentile by assets National rank
- $57,815
- Avg per participant Low balance/head
Official DOL plan name: Lumbo Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Lumbo Enterprises, Inc. · Iowa · Other Services
$116K in assets, 2 participants
Lumbo Enterprises, Inc.'s Lumbo Enterprises, Inc. 401(k) Profit Sharing Plan reported $116K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 7th 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.
- #1,295 in Other Services (8,398 peers)
2022 asset change
Lumbo Enterprises, Inc. 401(k) Profit Sharing Plan contracted severely 30.2% in 2022 ($166K → $116K) for 2 participants.
- #1,295
- in Other Services (8,398 peers)
- -30.2%
- assets change YoY
The plan reported a net loss of $50K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lumbo Enterprises, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Lumbo Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$115,630 7th percentile higher than 7% 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
Lumbo Enterprises, Inc. 401(k) Profit Sharing 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. Lumbo Enterprises, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 844134606 · Lumbo Enterprises, Inc. PY 2022 · 401(k)
Lumbo Enterprises, Inc. 401(k) Profit Sharing Plan · $116K · 2 · 7th
- NET $116K
- BOOK 2
- VS-ST 7th
- BOY 401(k)
- SCH near Commonwealth Home Health, Inc. 401(k) Plan
- EBSA ind #1295
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 Iowa →
Lumbo Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $166K |
|---|---|
| Net Assets (End of Year) | $116K |
| Net Income | -$50K |
| Employer EIN | 844134606 |
| Plan Effective Date | 2019-12-30 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
Lumbo Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Commonwealth Home Health, Inc. 401(k) Plan in VA ($116K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($116K here).
- Commonwealth Home Health, Inc. 401(k) Plan (VA) $116K · 120
- Palni, Inc. 401(k) Profit Sharing Plan (IL) $116K · 35
- R.G.U.S. 401(k) Plan (IL) $116K · 306
- Begin 2 Live Inc. 401(k) Plan (OR) $116K · 1
Similar participant headcount
Nearest other-state filings by covered participants (2 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.