401(k) · DOL Form 5500 · 2022

Lux Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
305
Participants Below avg headcount
71st
Percentile by assets National rank
$45,907
Avg per participant Low balance/head
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Official DOL plan name: Lux Enterprises, Inc. Employees' Retirement Plan · Sponsored by Lux Enterprises, Inc. · Texas · Retail Trade

$14M in assets, 305 participants

Lux Enterprises, Inc.'s Lux Enterprises, Inc. Employees' Retirement Plan reported $14M in total assets and 305 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #7,788 in Retail Trade (9,519 peers)

Coverage in Texas

Lux Enterprises, Inc. Employees' Retirement Plan covers 305 participants in Texas, about 44% of the average Texas filer (state average ~688 per filing). Assets: $14M.

#7,788
in Retail Trade (9,519 peers)
-15.5%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lux Enterprises, Inc. Employees' Retirement Plan's outsized position by total assets

Lux Enterprises, Inc. Employees' Retirement Plan vs every filed plan by assets

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

$14,001,708 Top 29% higher than 71% 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

Lux Enterprises, Inc. Employees' Retirement 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. Lux Enterprises, Inc. Employees' Retirement Plan sits mid-pack in the medium band (305 participants).

Plan-year Form 5500 strip

Filing strip 752885092 · Lux Enterprises, Inc. PY 2022 · 401(k)

Lux Enterprises, Inc. Employees' Retirement Plan · $14M · 305 · 71st

  • ASSETS $14M
  • ASSETS 305
  • ASSETS 71st
  • ASSETS 401(k)
  • ASSETS near Vitalsmarts 401(k) Plan
  • ASSETS ind #7788

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 Retail Trade retirement plans → · Plans in Texas →

Lux Enterprises, Inc. Employees' Retirement Plan in the asset neighbourhood

Lux Enterprises, Inc. Employees' Retirement PlanLux Enterprises, Inc. Employ…$14MVitalsmarts 401(k) Plan$14MDynamix Group, Inc. 401(k) Profit Sharing PlanDynamix Group, Inc. 401(k) P…$14MSafe-Harbor 403(b) Thrift Plan for Employees of Bay Area Legal Services, Inc.Safe-Harbor 403(b) Thrift Pl…$14MThomas Scientific, LLC Retirement Savings PlanThomas Scientific, LLC Retir…$14M
End-of-year total assets ($M) among Lux Enterprises, Inc. Employees' Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN752885092
Plan Effective Date2000-12-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Lux Enterprises, Inc.)

Sponsor-wide plan assets over time

All Lux Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 21.04293990418883% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $14M $17M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 305 $14M
2023 1 262 $16M
2024 1 205 $17M

Nearby 401(k) Plans in Texas

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

Lux Enterprises, Inc. Employees' Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Lux Enterprises, Inc. Employees' Retirement Plan, Total assets ($B): 0.014001708 · Participants: 305Lux Enterprises, Inc. Employees' Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Lux Enterprises, Inc. Employees' Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lux Enterprises, Inc. Employees' Retirement Plan side-by-side with 3 peers →

Lux Enterprises, Inc. Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Vitalsmarts 401(k) Plan in UT ($14M); by covered participants it is Unite Retirement Savings Plan in MO (305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 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 Lux Enterprises, Inc. Employees' Retirement Plan assets move in 2022? ▼
Lux Enterprises, Inc. Employees' Retirement Plan declined sharply - down 15.5% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Lux Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lux Enterprises, Inc.'s sponsor-wide assets grew 21.0%, from $14M to $17M.
Which 401(k) plans are similar in size to Lux Enterprises, Inc. Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vitalsmarts 401(k) Plan in UT ($14M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Lux Enterprises, Inc. Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unite Retirement Savings Plan in MO (305 participants, $14M 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 752885092.

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.