401(k) · DOL Form 5500 · 2022

Lutz and Carr 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
46
Participants Small participant base
78th
Percentile by assets National rank
$450,932
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lutz & Carr 401(k) Plan · Sponsored by Lutz and Carr · New York · Professional & Technical Services

$21M in assets, 46 participants

Lutz and Carr's Lutz & Carr 401(k) Plan reported $21M in total assets and 46 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,828 in Professional & Technical Services (21,562 peers)

Where Lutz & Carr 401(k) Plan sits by assets

Lutz & Carr 401(k) Plan sits in the top quartile of all filed plans by assets, $21M for 46 participants (~$450,932/participant), down 12.8% in 2022.

#16,828
in Professional & Technical Services (21,562 peers)
-12.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Lutz & Carr 401(k) Plan's outsized position by total assets

Lutz & Carr 401(k) Plan vs every filed plan by assets

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

$20,742,884 Top 22% higher than 78% 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

Lutz & Carr 401(k) 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. Lutz & Carr 401(k) Plan is a small filing (46 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 131655065 · Lutz and Carr PY 2022 · 401(k)

Lutz & Carr 401(k) Plan · $21M · 46 · 78th

  • VS-ST $21M
  • BOY 46
  • SCH 78th
  • EBSA 401(k)
  • PART near Perfect Plastic Printing Corporation 401(k) Profit Sharing Plan
  • TYPE ind #16828

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 Professional & Technical Services retirement plans → · Plans in New York →

Lutz & Carr 401(k) Plan in the asset neighbourhood

Lutz & Carr 401(k) Plan$21MPerfect Plastic Printing Corporation 401(k) Profit Sharing PlanPerfect Plastic Printing Cor…$21MThe Barber Companies, Inc. 401(k) Profit Sharing PlanThe Barber Companies, Inc. 4…$21MGreiner/Bio-One North America, Inc. 40(K) Profit Sharing Plan & TrustGreiner/Bio-One North Americ…$21MShamrock Technologies, Inc. 401(k) Profit Sharing PlanShamrock Technologies, Inc. …$21M
End-of-year total assets ($M) among Lutz & Carr 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$21M
Net Income-$3M
Employer EIN131655065
Plan Effective Date1994-06-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutz and Carr)

Sponsor-wide plan assets over time

All Lutz and Carr plans reported in each filing year

Latest sponsor-wide plan assets
$29M 40.37248629457697% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.7M $29.1M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 46 $21M
2023 1 49 $25M
2024 1 51 $29M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lutz & Carr 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lutz & Carr 401(k) Plan, Total assets ($B): 0.020742884 · Participants: 46Lutz & Carr 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Lutz & Carr 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lutz & Carr 401(k) Plan side-by-side with 3 peers →

Lutz & Carr 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Perfect Plastic Printing Corporation 401(k) Profit Sharing Plan in IL ($21M); by covered participants it is West Coast Mobile Home Parks 401(k) Profit Sharing Plan & Trust in CA (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Lutz & Carr 401(k) Plan assets move in 2022? ▼
Lutz & Carr 401(k) Plan pulled back noticeably - down 12.8% during 2022, from $24M to $21M. Reported net income was -$3M.
How have Lutz and Carr plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutz and Carr's sponsor-wide assets grew 40.4%, from $21M to $29M.
Where does Lutz & Carr 401(k) Plan rank by assets among Form 5500 filers? ▼
Lutz & Carr 401(k) Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lutz & Carr 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Perfect Plastic Printing Corporation 401(k) Profit Sharing Plan in IL ($21M, 310 participants).
Which 401(k) plans cover a similar participant headcount to Lutz & Carr 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Coast Mobile Home Parks 401(k) Profit Sharing Plan & Trust in CA (46 participants, $2M 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 131655065.

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.