Defined Benefit (Pension) · DOL Form 5500 · 2022

Nelda C. and H J Lutcher Stark Foundation Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
63
Participants Small participant base
73rd
Percentile by assets National rank
$251,079
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nelda C. and H.J. Lutcher Stark Fndtn Plan · Sponsored by Nelda C. and H J Lutcher Stark Foundation · Texas · Other Services

$16M in assets, 63 participants

Nelda C. and H J Lutcher Stark Foundation's Nelda C. and H.J. Lutcher Stark Fndtn Plan reported $16M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #7,130 in Other Services (8,398 peers)

Nelda C. and H J Lutcher Stark Foundation multi-year trail

Nelda C. and H J Lutcher Stark Foundation's plans moved +22.4% in assets from 2022 to 2024; this filing shows Nelda C. and H.J. Lutcher Stark Fndtn Plan at $16M / 63 participants.

#7,130
in Other Services (8,398 peers)
-17.4%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nelda C. and H.J. Lutcher Stark Fndtn Plan's outsized position by total assets

Nelda C. and H.J. Lutcher Stark Fndtn Plan vs every filed plan by assets

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

$15,817,964 Top 27% higher than 73% 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

Nelda C. and H.J. Lutcher Stark Fndtn 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. Nelda C. and H.J. Lutcher Stark Fndtn Plan is a small filing (63 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 746047440 · Nelda C. and H J Lutcher Stark Foundation PY 2022 · Defined Benefit (Pension)

Nelda C. and H.J. Lutcher Stark Fndtn Plan · $16M · 63 · 73rd

  • RANK $16M
  • RANK 63
  • RANK 73rd
  • RANK Defined Benefit (Pension)
  • RANK near Seyfarth Shaw LLP Legacy Pension Plan
  • RANK ind #7130

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 Texas →

Nelda C. and H.J. Lutcher Stark Fndtn Plan in the asset neighbourhood

Pmc Consolidated Pension Plan Covering Certain Employee GroupsPmc Consolidated Pension Pla…$16MOld Dutch Foods Inc Country Salesmen Pension PlanOld Dutch Foods Inc Country …$16MNelda C. and H.J. Lutcher Stark Fndtn PlanNelda C. and H.J. Lutcher St…$16MSeyfarth Shaw LLP Legacy Pension PlanSeyfarth Shaw LLP Legacy Pen…$16MSwartz Campbell LLC Retirement PlanSwartz Campbell LLC Retireme…$16M
End-of-year total assets ($M) among Nelda C. and H.J. Lutcher Stark Fndtn Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Nelda C. and H J Lutcher Stark Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Nelda C. and H J Lutcher Stark Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$19M 22.383854205256757% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.8M $19.4M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 63 $16M
2023 1 57 $18M
2024 1 77 $19M

Nelda C. and H J Lutcher Stark Foundation filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN746047440
Plan Effective Date1957-02-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Nelda C. and H.J. Lutcher Stark Fndtn Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Nelda C. and H.J. Lutcher Stark Fndtn Plan, Total assets ($B): 0.015817964 · Participants: 63Nelda C. and H.J. Lutcher Stark Fndtn PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Nelda C. and H.J. Lutcher Stark Fndtn Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Nelda C. and H.J. Lutcher Stark Fndtn Plan side-by-side with 3 peers →

Nelda C. and H.J. Lutcher Stark Fndtn Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Seyfarth Shaw LLP Legacy Pension Plan in IL ($16M); by covered participants it is Global One Cash Balance Pension Plan in VA (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Nelda C. and H.J. Lutcher Stark Fndtn Plan assets move in 2022? ▼
Nelda C. and H.J. Lutcher Stark Fndtn Plan declined sharply - down 17.4% during 2022, from $19M to $16M. Reported net income was -$3M.
How have Nelda C. and H J Lutcher Stark Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelda C. and H J Lutcher Stark Foundation's sponsor-wide assets grew 22.4%, from $16M to $19M.
Which Defined Benefit (Pension) plans are similar in size to Nelda C. and H.J. Lutcher Stark Fndtn Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Seyfarth Shaw LLP Legacy Pension Plan in IL ($16M, 69 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nelda C. and H.J. Lutcher Stark Fndtn Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Global One Cash Balance Pension Plan in VA (63 participants, $7M 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 746047440.

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.