Defined Benefit (Pension) · DOL Form 5500 · 2022
Lumen Technologies, Inc. Pension Plan
Data updated 2026-08-25
- $4.8B
- Total assets Very large vs avg
- 14,232
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $337,095
- Avg per participant High balance/head
Official DOL plan name: Lumen Combined Pension Plan · Sponsored by Lumen Technologies, Inc. · Louisiana · Information & Media
$4.8B in assets, 14,232 participants
Lumen Technologies, Inc.'s Lumen Combined Pension Plan reported $4.8B in total assets and 14,232 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #2,889 in Information & Media (2,911 peers)
Coverage in Louisiana
Lumen Combined Pension Plan covers 14,232 participants in Louisiana, 29x the typical Louisiana plan (state average ~495 per filing). Assets: $4.8B.
- #2,889
- in Information & Media (2,911 peers)
- -45.5%
- assets change YoY
- 48×
- vs typical plan assets (national mean)
The plan reported a net loss of $1.6B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lumen Combined Pension Plan's outsized position by total assets
Lumen Combined Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,797,530,185 Highest reported value at or above every one 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
Lumen Combined Pension Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lumen Combined Pension Plan is a mega filing (14,232 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 720651161 · Lumen Technologies, Inc. PY 2022 · Defined Benefit (Pension)
Lumen Combined Pension Plan · $4.8B · 14,232 · 100th
- TYPE $4.8B
- TYPE 14,232
- TYPE 100th
- TYPE Defined Benefit (Pension)
- TYPE near Pension Trust Fund for Operating Engineers
- TYPE ind #2889
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 Information & Media retirement plans → · Plans in Louisiana →
Lumen Combined Pension Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $8.8B |
|---|---|
| Net Assets (End of Year) | $4.7B |
| Net Income | -$1.6B |
| Employer EIN | 720651161 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lumen Technologies, Inc.)
Sponsor-wide plan assets over time
All Lumen Technologies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11.6B 142.4106289182212% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14,232 | $4.8B |
| 2023 | 2 | 35,326 | $11.9B |
| 2024 | 2 | 36,362 | $11.6B |
Nearby Defined Benefit (Pension) Plans in Louisiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Entergy Corporation Retirement Plan for Non-Bargaining Employees $3.2B · 8,484
- Entergy Corporation Retirement Plan for Bargaining Employees $898M · 2,853
- Willis-Knighton Medical Center Employees Retirement Plan $835M · 5,676
- Entergy Corporation Retirement Plan III $776M · 71
- Ochsner Clinic Foundation Retirement Plan $432M · 1,614
Scale composition for Lumen Combined Pension Plan
Lumen Combined Pension Plan reports $4.8B in end-of-year assets across 14,232 participants (0.039% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $337,095 per participant (2.4x the national average assets-per-participant) . Net income for plan year 2022 was -$1.6B.
This plan identity (EIN 720651161, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.8B to $4.3B (-9.6%) while covered participants moved from 14,232 to 10,043 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,232 | $4.8B | This page |
| 2023 | 10,804 | $4.8B | Open filing |
| 2024 · index core | 10,043 | $4.3B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Lumen 401(k) Savings Plan (401(k), $7.3B, 26,319 participants)
- Lumen Combined Pension Plan (Defined Benefit (Pension), $4.3B, 10,043 participants)
Lumen Combined Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Pension Trust Fund for Operating Engineers in CA ($4.8B); by covered participants it is I. a. T. S. E. National Pension Fund in NY (14,278 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.8B here).
- Pension Trust Fund for Operating Engineers (CA) $4.8B · 19,523
- Mid-America Carpenters Regional Council Pension Fund (IL) $4.8B · 9,897
- Nextera Energy, Inc. Employee Pension Plan (FL) $4.8B · 13,210
- N. Atlantic States Carp. Pension Fund (MA) $4.8B · 17,323
Similar participant headcount
Nearest other-state filings by covered participants (14,232 participants); asset peers above are excluded.
- I. a. T. S. E. National Pension Fund (NY) 14,278 · 46 off
- Penske Cash Balance Benefit Plan (PA) 14,171 · 61 off
- The Cchs Retirement Plan (OH) 14,345 · 113 off
- Children's Hospital Medical Center Retirement Plan (OH) 13,957 · 275 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.