401(k) · DOL Form 5500 · 2022

Joseph C. Lu Engineering, P.C. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
68
Participants Small participant base
58th
Percentile by assets National rank
$103,778
Avg per participant Below avg balance/head
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Official DOL plan name: Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan · Sponsored by Joseph C. Lu Engineering, P.C. · New York · Professional & Technical Services

$7M in assets, 68 participants

Joseph C. Lu Engineering, P.C.'s Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan reported $7M in total assets and 68 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #12,039 in Professional & Technical Services (21,562 peers)

Joseph C. Lu Engineering, P.C. multi-year trail

Joseph C. Lu Engineering, P.C.'s plans moved +40.7% in assets from 2022 to 2024; this filing shows Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan at $7M / 68 participants.

#12,039
in Professional & Technical Services (21,562 peers)
-10.9%
assets change YoY

The plan reported a net loss of $863K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan vs every filed plan by assets

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

$7,056,909 Top 42% higher than 58% 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

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan is a small filing (68 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 161174578 · Joseph C. Lu Engineering, P.C. PY 2022 · 401(k)

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan · $7M · 68 · 58th

  • SCH $7M
  • SCH 68
  • SCH 58th
  • SCH 401(k)
  • SCH near United States Environmental Services 401(k) Plan
  • SCH ind #12039

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 Professional & Technical Services retirement plans → · Plans in New York →

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan in the asset neighbourhood

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) PlanJoseph C. Lu Engineering & L…$7MUnited States Environmental Services 401(k) PlanUnited States Environmental …$7MPsychiatric Medical Care LLC 401(k) PlanPsychiatric Medical Care LLC…$7MDemiurge Studios Inc. 401(k) and Profit Sharing PlanDemiurge Studios Inc. 401(k)…$7MDorsch Ford 401(k) Profit Sharing PlanDorsch Ford 401(k) Profit Sh…$7M
End-of-year total assets ($M) among Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Joseph C. Lu Engineering, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Joseph C. Lu Engineering, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 40.73573855068841% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.06M $9.93M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 68 $7M
2023 1 65 $9M
2024 1 71 $10M

Joseph C. Lu Engineering, P.C. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$863K
Employer EIN161174578
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan, Total assets ($B): 0.007056909 · Participants: 68Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan side-by-side with 3 peers →

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is United States Environmental Services 401(k) Plan in TX ($7M); by covered participants it is O.S.R. 401(k) Profit Sharing Plan in NJ (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan assets move in 2022? ▼
Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan pulled back noticeably - down 10.9% during 2022, from $8M to $7M. Reported net income was -$863K.
How have Joseph C. Lu Engineering, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph C. Lu Engineering, P.C.'s sponsor-wide assets grew 40.7%, from $7M to $10M.
Which 401(k) plans are similar in size to Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is United States Environmental Services 401(k) Plan in TX ($7M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is O.S.R. 401(k) Profit Sharing Plan in NJ (68 participants, $15M 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 161174578.

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.