401(k) · DOL Form 5500 · 2022

Lucky Chances, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
575
Participants Below avg headcount
77th
Percentile by assets National rank
$33,834
Avg per participant Low balance/head
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Official DOL plan name: Lucky Employee 401(k) Retirement Plan · Sponsored by Lucky Chances, Inc. · California · Arts, Entertainment & Recreation

$19M in assets, 575 participants

Lucky Chances, Inc.'s Lucky Employee 401(k) Retirement Plan reported $19M in total assets and 575 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,628 in Arts, Entertainment & Recreation (3,077 peers)

Where Lucky Employee 401(k) Retirement Plan sits by assets

Lucky Employee 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $19M for 575 participants (~$33,834/participant), down 15.1% in 2022.

#2,628
in Arts, Entertainment & Recreation (3,077 peers)
-15.1%
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.

Lucky Employee 401(k) Retirement Plan's outsized position by total assets

Lucky Employee 401(k) Retirement Plan vs every filed plan by assets

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

$19,454,573 Top 23% higher than 77% 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

Lucky Employee 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lucky Employee 401(k) Retirement Plan sits mid-pack in the medium band (575 participants).

Form 5500 schedule snapshot

Filing strip 943199406 · Lucky Chances, Inc. PY 2022 · 401(k)

Lucky Employee 401(k) Retirement Plan · $19M · 575 · 77th

  • EIN $19M
  • EIN 575
  • EIN 77th
  • EIN 401(k)
  • EIN near Christianson Air Conditioning and Plumbing Retirement Plan
  • EIN ind #2628

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Lucky Employee 401(k) Retirement Plan in the asset neighbourhood

Lucky Employee 401(k) Retirement PlanLucky Employee 401(k) Retire…$19MChristianson Air Conditioning and Plumbing Retirement PlanChristianson Air Conditionin…$19MRiver Oaks Country Club 401(k) Retirement PlanRiver Oaks Country Club 401(…$19MTechnical Rubber Company, Inc. Employees' Profit Sharing and 401(k) PlanTechnical Rubber Company, In…$19MPala Group, Inc. Savings Plan & TrustPala Group, Inc. Savings Pla…$19M
End-of-year total assets ($M) among Lucky Employee 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN943199406
Plan Effective Date2002-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lucky Chances, Inc.)

Sponsor-wide plan assets over time

All Lucky Chances, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 35.20340436153494% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.5M $26.3M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 575 $19M
2023 1 558 $23M
2024 1 521 $26M

Nearby 401(k) Plans in California

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

Lucky Employee 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lucky Employee 401(k) Retirement Plan, Total assets ($B): 0.019454573 · Participants: 575Lucky Employee 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Lucky Employee 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lucky Employee 401(k) Retirement Plan side-by-side with 3 peers →

Lucky Employee 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Christianson Air Conditioning and Plumbing Retirement Plan in TX ($19M); by covered participants it is Labcon, Inc. 401(k) Plan in TX (575 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (575 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 Lucky Employee 401(k) Retirement Plan assets move in 2022? ▼
Lucky Employee 401(k) Retirement Plan declined sharply - down 15.1% during 2022, from $23M to $19M. Reported net income was -$3M.
How have Lucky Chances, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lucky Chances, Inc.'s sponsor-wide assets grew 35.2%, from $19M to $26M.
Where does Lucky Employee 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Lucky Employee 401(k) Retirement Plan ranks in the 77th 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 Lucky Employee 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Christianson Air Conditioning and Plumbing Retirement Plan in TX ($19M, 258 participants).
Which 401(k) plans cover a similar participant headcount to Lucky Employee 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Labcon, Inc. 401(k) Plan in TX (575 participants, $3M 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 943199406.

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.