401(k) · DOL Form 5500 · 2022

Oakley Inc 401(k) Plan

Data updated 2026-08-25

$656M
Total assets Above avg plan size
28,029
Participants Very large workforce
98th
Percentile by assets National rank
$23,391
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Luxottica Group Tax Incentive Savings Plan · Sponsored by Oakley Inc · Ohio · Retail Trade

$656M in assets, 28,029 participants

Oakley Inc's Luxottica Group Tax Incentive Savings Plan reported $656M in total assets and 28,029 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #9,419 in Retail Trade (9,519 peers)

Coverage in Ohio

Luxottica Group Tax Incentive Savings Plan covers 28,029 participants in Ohio, 37x the typical Ohio plan (state average ~765 per filing). Assets: $656M.

#9,419
in Retail Trade (9,519 peers)
-43.2%
assets change YoY
6.6×
vs typical plan assets (national mean)

The plan reported a net loss of $193M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Luxottica Group Tax Incentive Savings Plan's outsized position by total assets

Luxottica Group Tax Incentive Savings Plan vs every filed plan by assets

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

$655,625,089 Top 2% higher than 98% 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

Luxottica Group Tax Incentive Savings Plan's mega-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Luxottica Group Tax Incentive Savings Plan is a mega filing (28,029 participants), the rightmost band on the breakdown.

Plan-year Form 5500 strip

Filing strip 953194947 · Oakley Inc PY 2022 · 401(k)

Luxottica Group Tax Incentive Savings Plan · $656M · 28,029 · 98th

  • RANK $656M
  • PHOTO 28,029
  • IND 98th
  • EOY 401(k)
  • 5500 near Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan
  • ASSETS ind #9419

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 Ohio →

Luxottica Group Tax Incentive Savings Plan in the asset neighbourhood

Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health SystemRetirement Contribution and …$656MDonaldson Company, Inc. Retirement Savings and Employee Stock Ownership PlanDonaldson Company, Inc. Reti…$656MLuxottica Group Tax Incentive Savings PlanLuxottica Group Tax Incentiv…$656MTrinity Health 401(k) Retirement Savings PlanTrinity Health 401(k) Retire…$655MCarpenter Technology 401(k) Retirement PlanCarpenter Technology 401(k) …$654M
End-of-year total assets ($M) among Luxottica Group Tax Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$1.2B
Net Assets (End of Year)$656M
Net Income-$193M
Employer EIN953194947
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Luxottica Group Tax Incentive Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 050000100000150000 0246810 Total assets ($B) Participants Luxottica Group Tax Incentive Savings Plan, Total assets ($B): 0.655625089 · Participants: 28029Luxottica Group Tax Incentive Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Luxottica Group Tax Incentive Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Luxottica Group Tax Incentive Savings Plan side-by-side with 3 peers →

Luxottica Group Tax Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan in MN ($656M); by covered participants it is Sequoia One 401(k) Plan in AZ (28,059 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28,029 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 Luxottica Group Tax Incentive Savings Plan assets move in 2022? ▼
Luxottica Group Tax Incentive Savings Plan contracted severely - down 43.2% during 2022, from $1.2B to $656M. Reported net income was -$193M.
Where does Luxottica Group Tax Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Luxottica Group Tax Incentive Savings Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Luxottica Group Tax Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan in MN ($656M, 4,060 participants).
Which 401(k) plans cover a similar participant headcount to Luxottica Group Tax Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sequoia One 401(k) Plan in AZ (28,059 participants, $774M 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 953194947.

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.