401(k) · DOL Form 5500 · 2022
Lusardi Construction Co. 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 202
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $167,398
- Avg per participant Above avg balance/head
Official DOL plan name: Lusardi 401(k) Plan · Sponsored by Lusardi Construction Co. · California · Construction
$34M in assets, 202 participants
Lusardi Construction Co.'s Lusardi 401(k) Plan reported $34M in total assets and 202 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- #8,247 in Construction (9,927 peers)
Coverage in California
Lusardi 401(k) Plan covers 202 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $34M.
- #8,247
- in Construction (9,927 peers)
- -12.3%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lusardi 401(k) Plan's outsized position by total assets
Lusardi 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$33,814,395 Top 16% higher than 84% 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
Lusardi 401(k) 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. Lusardi 401(k) Plan sits mid-pack in the medium band (202 participants).
Plan-year Form 5500 strip
Filing strip 952159879 · Lusardi Construction Co. PY 2022 · 401(k)
Lusardi 401(k) Plan · $34M · 202 · 84th
- EOY $34M
- 5500 202
- ASSETS 84th
- PCT 401(k)
- EIN near U.S. Green Building Council 401(k) Plan
- RANK ind #8247
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 Construction retirement plans → · Plans in California →
Lusardi 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | -$5M |
| Employer EIN | 952159879 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lusardi Construction Co.)
Sponsor-wide plan assets over time
All Lusardi Construction Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 32.68397970745891% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 202 | $34M |
| 2023 | 1 | 193 | $39M |
| 2024 | 1 | 181 | $45M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Lusardi 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is U.S. Green Building Council 401(k) Plan in DC ($34M); by covered participants it is American Products, LLC 401(k) Profit Sharing Plan in MO (202 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (202 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.