401(k) · DOL Form 5500 · 2022

Luma Energy, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
2,945
Participants Above avg headcount
81st
Percentile by assets National rank
$8,971
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Luma Energy 401 (K) Pr Retirement Savings Plan · Sponsored by Luma Energy, LLC · Puerto Rico · Utilities

$26M in assets, 2,945 participants

Luma Energy, LLC's Luma Energy 401 (K) Pr Retirement Savings Plan reported $26M in total assets and 2,945 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #326 in Utilities (738 peers)

Coverage in Puerto Rico

Luma Energy 401 (K) Pr Retirement Savings Plan covers 2,945 participants in Puerto Rico, 33x the typical Puerto Rico plan (state average ~89 per filing). Assets: $26M.

#326
in Utilities (738 peers)
+183.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Luma Energy 401 (K) Pr Retirement Savings Plan's outsized position by total assets

Luma Energy 401 (K) Pr Retirement Savings Plan vs every filed plan by assets

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

$26,418,672 Top 19% higher than 81% 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

Luma Energy 401 (K) Pr Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Luma Energy 401 (K) Pr Retirement Savings Plan lands in the large band (2,945 participants).

DOL schedule card

Filing strip 660940278 · Luma Energy, LLC PY 2022 · 401(k)

Luma Energy 401 (K) Pr Retirement Savings Plan · $26M · 2,945 · 81st

  • BOOK $26M
  • VS-ST 2,945
  • BOY 81st
  • SCH 401(k)
  • EBSA near USA Properties Fund 401(k) Savings Plan
  • PART ind #326

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 Utilities retirement plans → · Plans in Puerto Rico →

Luma Energy 401 (K) Pr Retirement Savings Plan in the asset neighbourhood

Luma Energy 401 (K) Pr Retirement Savings PlanLuma Energy 401 (K) Pr Retir…$26MUSA Properties Fund 401(k) Savings PlanUSA Properties Fund 401(k) S…$26MRkd Group, LLC 401(k) Plan$26MFivetran Inc 401(k) Plan$26MThe Police Credit Union 401(k) Plan & TrustThe Police Credit Union 401(…$26M
End-of-year total assets ($M) among Luma Energy 401 (K) Pr 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)$26M
Net Income$17M
Employer EIN660940278
Plan Effective Date2020-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Luma Energy, LLC)

Sponsor-wide plan assets over time

All Luma Energy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$76M 186.3607110910041% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $26.4M $75.7M ▲ +186.3%
Year Plans Participants Total Assets
2022 1 2,945 $26M
2023 1 3,216 $52M
2024 1 2,631 $76M

Nearby 401(k) Plans in Puerto Rico

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

Luma Energy 401 (K) Pr Retirement Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 0100200300400500 Total assets ($M) Participants Luma Energy 401 (K) Pr Retirement Savings Plan, Total assets ($M): 26.418672 · Participants: 2945Luma Energy 401 (K) Pr 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
Luma Energy 401 (K) Pr Retirement Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Luma Energy 401 (K) Pr Retirement Savings Plan side-by-side with 3 peers →

Luma Energy 401 (K) Pr Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is USA Properties Fund 401(k) Savings Plan in CA ($26M); by covered participants it is Colliers International USA, LLC & Affiliated Employers 401(k) Plan in WA (2,945 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,945 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 Luma Energy 401 (K) Pr Retirement Savings Plan assets move in 2022? ▼
Luma Energy 401 (K) Pr Retirement Savings Plan surged - up 183.4% during 2022, from $9M to $26M. Reported net income was $17M.
How have Luma Energy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luma Energy, LLC's sponsor-wide assets grew 186.4%, from $26M to $76M.
Where does Luma Energy 401 (K) Pr Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Luma Energy 401 (K) Pr Retirement Savings Plan ranks in the 81st 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 Luma Energy 401 (K) Pr Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is USA Properties Fund 401(k) Savings Plan in CA ($26M, 315 participants).
Which 401(k) plans cover a similar participant headcount to Luma Energy 401 (K) Pr Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colliers International USA, LLC & Affiliated Employers 401(k) Plan in WA (2,945 participants, $273M 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 660940278.

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.