401(k) · DOL Form 5500 · 2022
Lumentum Operations LLC 401(k) Plan
Data updated 2026-08-11
- $210M
- Total assets
- 727
- Participants
- 96th
- Percentile by assets
- $288,597
- Avg per participant
Official DOL plan name: Lumentum 401(k) Plan · Sponsored by Lumentum Operations LLC · California · Manufacturing
$210M in assets, 727 participants
Lumentum Operations LLC's Lumentum 401(k) Plan reported $210M in total assets and 727 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #19,228 in Manufacturing (20,602 peers)
Where Lumentum 401(k) Plan sits by assets
Lumentum 401(k) Plan sits in the top 5% of all filed plans by assets, $210M for 727 participants (~$288,597/participant), down 16.5% in 2022.
- $210M
- total plan assets (2022 EOY)
- 727
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $288,597
- avg assets per participant
The plan reported a net loss of $41M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lumentum 401(k) Plan vs the 2022 asset distribution
By assets, Lumentum 401(k) Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $251M |
|---|---|
| Net Assets (End of Year) | $210M |
| Net Income | -$41M |
| Employer EIN | 473844837 |
| Plan Effective Date | 2015-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lumentum Operations LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 727 | $210M |
| 2023 | 1 | 750 | $245M |
| 2024 | 1 | 679 | $271M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Lumentum 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Lumentum 401(k) Plan by total assets, not by location.
- Ryan, LLC Employees 401(k) Profit Sharing Plan & Trust (TX) $210M · 2,021
- Deferred Salary Profit-Sharing Plan for Employees of Dcs Corporation (VA) $210M · 1,939
- Accentcare 401(k) Retirement Savings Plan (TX) $210M · 23,343
- Texas Capital 401(k) Plan (TX) $210M · 1,502
Frequently Asked Questions
How did Lumentum 401(k) Plan assets move in 2022? ▼
How have Lumentum Operations LLC plan assets changed over time? ▼
Where does Lumentum 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Lumentum 401(k) Plan? ▼
Next read for Lumentum 401(k) Plan
Scale reading
Ways to act on Lumentum 401(k) Plan's numbers.
- By total assets, Lumentum 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Lumentum Operations LLC's sponsor-wide assets have grown 29.4% since 2022 across 3 plan years on file. More Manufacturing plans