401(k) · DOL Form 5500 · 2022

Luckie & Company 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
68
Participants Small participant base
59th
Percentile by assets National rank
$108,335
Avg per participant Below avg balance/head
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Official DOL plan name: Luckie & Company Profit Sharing/ Tax-Deferred Savings Plan · Sponsored by Luckie & Company · Alabama · Professional & Technical Services

$7M in assets, 68 participants

Luckie & Company's Luckie & Company Profit Sharing/ Tax-Deferred Savings Plan reported $7M in total assets and 68 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.

  • #12,224 in Professional & Technical Services (21,562 peers)

Luckie & Company multi-year trail

Luckie & Company's plans moved -91.4% in assets from 2022 to 2023; this filing shows Luckie & Company Profit Sharing/ Tax-Deferred Savings Plan at $7M / 68 participants.

#12,224
in Professional & Technical Services (21,562 peers)
-11.9%
assets change YoY

The plan reported a net loss of $991K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Luckie & Company Profit Sharing/ Tax-Deferred Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Luckie & Company Profit Sharing/ Tax-Deferred Savings Plan vs every filed plan by assets

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

$7,366,803 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

Luckie & Company Profit Sharing/ Tax-Deferred Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Luckie & Company Profit Sharing/ Tax-Deferred Savings Plan is a small filing (68 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 631160366 · Luckie & Company PY 2022 · 401(k)

Luckie & Company Profit Sharing/ Tax-Deferred Savings Plan · $7M · 68 · 59th

  • RANK $7M
  • RANK 68
  • RANK 59th
  • RANK 401(k)
  • RANK near Miller Management, Inc. 401(k) Plan
  • RANK ind #12224

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Luckie & Company Profit Sharing/ Tax-Deferred Savings Plan in the asset neighbourhood

Luckie & Company Profit Sharing/ Tax-Deferred Savings PlanLuckie & Company Profit Shar…$7MMiller Management, Inc. 401(k) PlanMiller Management, Inc. 401(…$7MMaterials Testing Consultants, Inc. 401(k) PlanMaterials Testing Consultant…$7MDinwiddie-Hines Construction, Inc. 401(k) PlanDinwiddie-Hines Construction…$7MManor Park, Inc. 401(k) Profit Sharing PlanManor Park, Inc. 401(k) Prof…$7M
End-of-year total assets ($M) among Luckie & Company Profit Sharing/ Tax-Deferred Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Luckie & Company multi-year asset trail

Sponsor-wide plan assets over time

All Luckie & Company plans reported in each filing year

Latest sponsor-wide plan assets
$636K 91.36040423505285% vs 2022
2023 filing year
$0M$5M$10M 20222023 $7.37M $0.64M ▼ -91.3%
Year Plans Participants Total Assets
2022 1 68 $7M
2023 1 90 $636K

Luckie & Company filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$991K
Employer EIN631160366
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Luckie & Company Profit Sharing/ Tax-Deferred Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Luckie & Company Profit Sharing/ Tax-Deferred Savings Plan, Total assets ($B): 0.007366803 · Participants: 68Luckie & Company Profit Sharing/ Tax-Deferred Savings PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Luckie & Company Profit Sharing/ Tax-Deferred Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Luckie & Company Profit Sharing/ Tax-Deferred Savings Plan side-by-side with 3 peers →

Luckie & Company Profit Sharing/ Tax-Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Miller Management, Inc. 401(k) Plan in PA ($7M); by covered participants it is O.S.R. 401(k) Profit Sharing Plan in NJ (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Luckie & Company Profit Sharing/ Tax-Deferred Savings Plan assets move in 2022? ▼
Luckie & Company Profit Sharing/ Tax-Deferred Savings Plan pulled back noticeably - down 11.9% during 2022, from $8M to $7M. Reported net income was -$991K.
How have Luckie & Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Luckie & Company's sponsor-wide assets declined 91.4%, from $7M to $636K.
Which 401(k) plans are similar in size to Luckie & Company Profit Sharing/ Tax-Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miller Management, Inc. 401(k) Plan in PA ($7M, 200 participants).
Which 401(k) plans cover a similar participant headcount to Luckie & Company Profit Sharing/ Tax-Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is O.S.R. 401(k) Profit Sharing Plan in NJ (68 participants, $15M 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 631160366.

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.