401(k) · DOL Form 5500 · 2022

Lutron S.M. Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
182
Participants Below avg headcount
59th
Percentile by assets National rank
$40,954
Avg per participant Low balance/head
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Official DOL plan name: Lutron S.M. Retirement Savings Plan · Sponsored by Lutron S.M. Inc. · Puerto Rico · Manufacturing

$7M in assets, 182 participants

Lutron S.M. Inc.'s Lutron S.M. Retirement Savings Plan reported $7M in total assets and 182 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #9,197 in Manufacturing (20,602 peers)

Coverage in Puerto Rico

Lutron S.M. Retirement Savings Plan covers 182 participants in Puerto Rico, 2.0x the typical Puerto Rico plan (state average ~89 per filing). Assets: $7M.

#9,197
in Manufacturing (20,602 peers)
-12.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lutron S.M. Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers

Lutron S.M. Retirement Savings Plan vs every filed plan by assets

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

$7,453,685 Top 41% higher than 59% 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

Lutron S.M. Retirement Savings 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. Lutron S.M. Retirement Savings Plan sits mid-pack in the medium band (182 participants).

Plan-year Form 5500 strip

Filing strip 660644370 · Lutron S.M. Inc. PY 2022 · 401(k)

Lutron S.M. Retirement Savings Plan · $7M · 182 · 59th

  • BOY $7M
  • BOY 182
  • BOY 59th
  • BOY 401(k)
  • BOY near Huber Chevrolet Co. , Inc. 401(k) Salary Reduction Plan
  • BOY ind #9197

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 Manufacturing retirement plans → · Plans in Puerto Rico →

Lutron S.M. Retirement Savings Plan in the asset neighbourhood

Lutron S.M. Retirement Savings PlanLutron S.M. Retirement Savin…$7MHuber Chevrolet Co. , Inc. 401(k) Salary Reduction PlanHuber Chevrolet Co. , Inc. 4…$7MSergenian's Floor Coverings, Inc. 401(k) Salary Reduction Plan and TrustSergenian's Floor Coverings,…$7MCurtis Industries, LLC Retirement PlanCurtis Industries, LLC Retir…$7MLevander, Gillen & Miller, P.a. 401(k) PlanLevander, Gillen & Miller, P…$7M
End-of-year total assets ($M) among Lutron S.M. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN660644370
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutron S.M. Inc.)

Sponsor-wide plan assets over time

All Lutron S.M. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 41.334534528894096% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.45M $10.5M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 182 $7M
2023 1 198 $9M
2024 1 190 $11M

Nearby 401(k) Plans in Puerto Rico

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

Lutron S.M. Retirement Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Lutron S.M. Retirement Savings Plan, Total assets ($M): 7.453685 · Participants: 182Lutron S.M. Retirement Savings PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 395.719328 · Participants: 99Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 199.441427 · Participants: 680Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 173.134958 · Participants: 1776Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 126.787407 · Participants: 806Popular, Inc. USA 401(k) Savings & Investment PlanFirst Bank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 118.043413 · Participants: 2767First Bank 401(k) Retirement Plan for Residents of Puerto Rico
Lutron S.M. Retirement Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Lutron S.M. Retirement Savings Plan side-by-side with 3 peers →

Lutron S.M. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Huber Chevrolet Co. , Inc. 401(k) Salary Reduction Plan in NE ($7M); by covered participants it is Hillman Bus 401(k) in NJ (182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (182 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 Lutron S.M. Retirement Savings Plan assets move in 2022? ▼
Lutron S.M. Retirement Savings Plan pulled back noticeably - down 12.4% during 2022, from $9M to $7M. Reported net income was -$1M.
How have Lutron S.M. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutron S.M. Inc.'s sponsor-wide assets grew 41.3%, from $7M to $11M.
Which 401(k) plans are similar in size to Lutron S.M. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Huber Chevrolet Co. , Inc. 401(k) Salary Reduction Plan in NE ($7M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Lutron S.M. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hillman Bus 401(k) in NJ (182 participants, $709K 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 660644370.

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.