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
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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

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

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

Black River Memorial Hospital Retirement Savings PlanBlack River Memorial Hospita…$34MCooper Companies, Inc. 401(k) Profit Sharing PlanCooper Companies, Inc. 401(k…$34MRandall-Reilly, LLC 401(k) Profit Sharing PlanRandall-Reilly, LLC 401(k) P…$34MLusardi 401(k) Plan$34MU.S. Green Building Council 401(k) PlanU.S. Green Building Council …$34M
End-of-year total assets ($M) among Lusardi 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$34M
Net Income-$5M
Employer EIN952159879
Plan Effective Date1992-01-01
Filing StatusFILING 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
$30M$35M$40M$45M$50M 202220232024 $33.8M $44.9M ▲ +32.7%
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.

Lusardi 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lusardi 401(k) Plan, Total assets ($B): 0.033814395 · Participants: 202Lusardi 401(k) 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
Lusardi 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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.

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.

Frequently Asked Questions

How did Lusardi 401(k) Plan assets move in 2022?
Lusardi 401(k) Plan pulled back noticeably - down 12.3% during 2022, from $39M to $34M. Reported net income was -$5M.
How have Lusardi Construction Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lusardi Construction Co.'s sponsor-wide assets grew 32.7%, from $34M to $45M.
Where does Lusardi 401(k) Plan rank by assets among Form 5500 filers?
Lusardi 401(k) Plan ranks in the 84th 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 Lusardi 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is U.S. Green Building Council 401(k) Plan in DC ($34M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Lusardi 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is American Products, LLC 401(k) Profit Sharing Plan in MO (202 participants, N/A in assets).