Profit Sharing · DOL Form 5500 · 2022

Lucci Investments Inc. Profit Sharing Plan

Data updated 2026-08-25

$639K
Total assets Small plan by assets
4
Participants Small participant base
21st
Percentile by assets National rank
$159,846
Avg per participant Above avg balance/head
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Official DOL plan name: Lucci Investments Inc. Retirement Plan · Sponsored by Lucci Investments Inc. · Illinois · Construction

$639K in assets, 4 participants

Lucci Investments Inc.'s Lucci Investments Inc. Retirement Plan reported $639K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,802 in Construction (9,927 peers)

Lucci Investments Inc. multi-year trail

Lucci Investments Inc.'s plans moved +62.6% in assets from 2022 to 2024; this filing shows Lucci Investments Inc. Retirement Plan at $639K / 4 participants.

#1,802
in Construction (9,927 peers)
+26.2%
assets growth YoY

Lucci Investments Inc. Retirement Plan among the smaller filed plans by assets

Lucci Investments Inc. Retirement Plan vs every filed plan by assets

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

$639,382 21st percentile higher than 21% 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

Lucci Investments Inc. 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. Lucci Investments Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 821792658 · Lucci Investments Inc. PY 2022 · Profit Sharing

Lucci Investments Inc. Retirement Plan · $639K · 4 · 21st

  • BOOK $639K
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  • BOOK near Stauffer Transportation Co., Inc. Retirement Plan
  • BOOK ind #1802

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 Illinois →

Lucci Investments Inc. Retirement Plan in the asset neighbourhood

Lucci Investments Inc. Retirement PlanLucci Investments Inc. Retir…$639KStauffer Transportation Co., Inc. Retirement PlanStauffer Transportation Co.,…$640KGerald E. Lau, M.D., Inc. Profit Sharing PlanGerald E. Lau, M.D., Inc. Pr…$639KCoffee 4 All Brewing, Inc. Retirement PlanCoffee 4 All Brewing, Inc. R…$640KGrubb & Associates, Inc. Profit Sharing PlanGrubb & Associates, Inc. Pro…$639K
End-of-year total assets ($M) among Lucci Investments Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Lucci Investments Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lucci Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 62.5780832116012% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.64M $1.04M ▲ +62.5%
Year Plans Participants Total Assets
2022 1 4 $639K
2023 1 3 $1M
2024 1 4 $1M

Lucci Investments Inc. filing trail (2022)

Total Assets (Beginning of Year)$507K
Net Assets (End of Year)$639K
Net Income$133K
Employer EIN821792658
Plan Effective Date2017-06-07
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Lucci Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Lucci Investments Inc. Retirement Plan, Total assets ($B): 0.000639382 · Participants: 4Lucci Investments Inc. Retirement PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 2.979108031 · Participants: 17181W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 2.855707618 · Participants: 21985Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.451303819 · Participants: 4327Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.415984134 · Participants: 16140Mid-America Carpenters Regional Council Supplemental Retirement PlanAccenture United States Discretionary Profit Sharing Plan, Total assets ($B): 0.893156479 · Participants: 10992Accenture United States Discretionary Profit Sharing Plan
Lucci Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Lucci Investments Inc. Retirement Plan side-by-side with 3 peers →

Lucci Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Stauffer Transportation Co., Inc. Retirement Plan in PA ($640K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Lucci Investments Inc. Retirement Plan assets move in 2022? ▼
Lucci Investments Inc. Retirement Plan grew sharply - up 26.2% during 2022, from $507K to $639K. Reported net income was $133K.
How have Lucci Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lucci Investments Inc.'s sponsor-wide assets grew 62.6%, from $639K to $1M.
Where does Lucci Investments Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Lucci Investments Inc. Retirement Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Lucci Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Stauffer Transportation Co., Inc. Retirement Plan in PA ($640K, 47 participants).
Which Profit Sharing plans cover a similar participant headcount to Lucci Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A 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 821792658.

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.