401(k) · DOL Form 5500 · 2022
Luma Energy, LLC 401(k) Plan
Data updated 2026-08-11
- $26M
- Total assets
- 2,945
- Participants
- 81st
- Percentile by assets
- $8,971
- Avg per participant
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.
- 81st percentile by assets (of 139,126 plans)
- #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.
- $26M
- total plan assets (2022 EOY)
- 2,945
- covered participants
- 81st
- percentile by assets (of 139,126 plans)
- $8,971
- avg assets per participant
Participants vs Puerto Rico filers
In Puerto Rico, the average filing covers about 89 participants across 1,924 plans. Luma Energy 401 (K) Pr Retirement Savings Plan reports 2,945 participants - 33x that state average ($26M EOY assets).
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $17M |
| Employer EIN | 660940278 |
| Plan Effective Date | 2020-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Luma Energy, LLC)
| 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
- Pfizer Savings Plan for Employees Resident in Puerto Rico $396M · 99
- Msd Puerto Rico Savings and Security Plan $199M · 680
- Inter American University of Pr Defined Contribution Retirement Plan $173M · 1,776
- Popular, Inc. USA 401(k) Savings & Investment Plan $127M · 806
- First Bank 401(k) Retirement Plan for Residents of Puerto Rico $118M · 2,767
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Luma Energy 401 (K) Pr Retirement Savings Plan by total assets, not by location.
- USA Properties Fund 401(k) Savings Plan (CA) $26M · 315
- Rkd Group, LLC 401(k) Plan (TX) $26M · 334
- Fivetran Inc 401(k) Plan (CA) $26M · 513
- The Police Credit Union 401(k) Plan & Trust (CA) $26M · 129
Frequently Asked Questions
How did Luma Energy 401 (K) Pr Retirement Savings Plan assets move in 2022? ▼
How have Luma Energy, LLC plan assets changed over time? ▼
Where does Luma Energy 401 (K) Pr Retirement Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for Luma Energy 401 (K) Pr Retirement Saving…
Filing takeaways
Ways to act on Luma Energy 401 (K) Pr Retirement Savings Plan's numbers.
- By total assets, Luma Energy 401 (K) Pr Retirement Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Puerto Rico. Compare plans
- Luma Energy, LLC's sponsor-wide assets have grown 186.4% since 2022 across 3 plan years on file. More Utilities plans