401(k) · DOL Form 5500 · 2022
Lucas Plumbing & Heating, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $297,284
- Avg per participant High balance/head
Official DOL plan name: Lucas Plumbing & Heating Inc 401(k) Plan · Sponsored by Lucas Plumbing & Heating, Inc. · Ohio · Construction
$2M in assets, 8 participants
Lucas Plumbing & Heating, Inc.'s Lucas Plumbing & Heating Inc 401(k) Plan reported $2M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.
- #3,396 in Construction (9,927 peers)
Lucas Plumbing & Heating, Inc. multi-year trail
Lucas Plumbing & Heating, Inc.'s plans moved +34.5% in assets from 2022 to 2024; this filing shows Lucas Plumbing & Heating Inc 401(k) Plan at $2M / 8 participants.
- #3,396
- in Construction (9,927 peers)
- -3.8%
- assets change YoY
The plan reported a net loss of $93K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lucas Plumbing & Heating Inc 401(k) Plan's mid-pack asset rank among Construction and all filers
Lucas Plumbing & Heating Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,378,275 36th percentile higher than 36% 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
Lucas Plumbing & Heating Inc 401(k) 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 Plumbing & Heating Inc 401(k) Plan is a micro filing (8 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 340967099 · Lucas Plumbing & Heating, Inc. PY 2022 · 401(k)
Lucas Plumbing & Heating Inc 401(k) Plan · $2M · 8 · 36th
- EBSA $2M
- PART 8
- TYPE 36th
- NET 401(k)
- BOOK near Cimdata, Inc. 401(k) Profit Sharing Plan
- VS-ST ind #3396
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 Construction retirement plans → · Plans in Ohio →
Lucas Plumbing & Heating Inc 401(k) Plan in the asset neighbourhood
Lucas Plumbing & Heating, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Lucas Plumbing & Heating, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 34.503369038483775% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $2M |
| 2023 | 1 | 9 | $3M |
| 2024 | 1 | 7 | $3M |
Lucas Plumbing & Heating, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$93K |
| Employer EIN | 340967099 |
| Plan Effective Date | 2006-02-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Lucas Plumbing & Heating Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Cimdata, Inc. 401(k) Profit Sharing Plan in MT ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.