401(k) · DOL Form 5500 · 2022

Luxottica Puerto Rico Tax Incentive Savings Plan

Compiled by PlainRetire Editorial , Retirement Plans Editorial Team

Data updated 2026-05-15

$4M
Total assets: 185
Participants: 45th
Percentile by assets: $20,414
Avg per participant

Sponsored by Oakley Inc · Ohio · Healthcare & Social Assistance

What the 2022 filing shows

Luxottica Puerto Rico Tax Incentive Savings Plan holds $4M for 185 participants - about $20,414 per participant, in the lower half of filed plans by assets, down 18.1% over the 2022 plan year.

$4M
total plan assets (2022 EOY): 185
covered participants: 45th
percentile by assets (of 139,258 plans): $20,414
avg assets per participant

The plan reported a net loss of $835K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Ohio

Industry

Healthcare & Social Assistance

401(k) · DOL Form 5500 · 2022

What the Filing Says About Luxottica Puerto Rico Tax Incentive Savings Plan

Luxottica Puerto Rico Tax Incentive Savings Plan is a 401(k) retirement plan sponsored by Oakley Inc, headquartered in Ohio. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 185 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 953194947, and the plan has been effective since 1995-07-30. Its filing status is currently FILING RECEIVED.

Year over year, total assets declined sharply from $5M at the beginning of 2022 to $4M at year-end - down 18.1%. Net assets (after liabilities) closed the year at $4M, with reported net income of -$835K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank Luxottica Puerto Rico Tax Incentive Savings Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2022)

Total Assets (Beginning of Year)	$5M
Total Assets (End of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	-$835K
Plan Type	401(k)
Employer EIN	953194947
Plan Effective Date	1995-07-30
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Ohio

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

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Marathon Petroleum Thrift Plan $6.4B · 17,666
Eaton Savings Plan $6.1B · 21,882

Compare Luxottica Puerto Rico Tax Incentive Savi… side-by-side with 3 peers →

Frequently Asked Questions

How much money is in the Luxottica Puerto Rico Tax Incentive Savings Plan? ▼

As of the 2022 Form 5500 filing, Luxottica Puerto Rico Tax Incentive Savings Plan holds $4M in total assets with 185 participants. It is sponsored by Oakley Inc.

What type of plan is Luxottica Puerto Rico Tax Incentive Savings Plan? ▼

Luxottica Puerto Rico Tax Incentive Savings Plan is a 401(k) plan. It has been effective since 1995-07-30. The plan is filed with the U.S. Department of Labor under EIN 953194947.

Who sponsors the Luxottica Puerto Rico Tax Incentive Savings Plan? ▼

Luxottica Puerto Rico Tax Incentive Savings Plan is sponsored by Oakley Inc, located in Ohio. The sponsor's EIN is 953194947 and the plan operates in the Healthcare & Social Assistance industry.

How did Luxottica Puerto Rico Tax Incentive Savings Plan perform in 2022? ▼

Luxottica Puerto Rico Tax Incentive Savings Plan declined sharply - down 18.1% during 2022, moving from $5M to $4M in total assets. Net income was -$835K.

What this filing means

Ways to act on Luxottica Puerto Rico Tax Incentive Savings Plan's numbers.

By total assets, Luxottica Puerto Rico Tax Incentive Savings Plan ranks in the lower half of filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

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.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.