401(k) · DOL Form 5500 · 2022

Lumina Foundation for Education, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
44
Participants Small participant base
75th
Percentile by assets National rank
$387,286
Avg per participant High balance/head
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Official DOL plan name: Lumina Foundation for Education, Inc. Savings Investment Plan · Sponsored by Lumina Foundation for Education, Inc. · Indiana · Educational Services

$17M in assets, 44 participants

Lumina Foundation for Education, Inc.'s Lumina Foundation for Education, Inc. Savings Investment Plan reported $17M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,322 in Educational Services (4,024 peers)

Where Lumina Foundation for Education, Inc. Savings Investment Plan sits by assets

Lumina Foundation for Education, Inc. Savings Investment Plan sits in the top quartile of all filed plans by assets, $17M for 44 participants (~$387,286/participant), down 16.8% in 2022.

#2,322
in Educational Services (4,024 peers)
-16.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Lumina Foundation for Education, Inc. Savings Investment Plan's outsized position by total assets

Lumina Foundation for Education, Inc. Savings Investment Plan vs every filed plan by assets

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

$17,040,564 Top 25% higher than 75% 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

Lumina Foundation for Education, Inc. Savings Investment 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. Lumina Foundation for Education, Inc. Savings Investment Plan is a small filing (44 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 351813228 · Lumina Foundation for Education, Inc. PY 2022 · 401(k)

Lumina Foundation for Education, Inc. Savings Investment Plan · $17M · 44 · 75th

  • PART $17M
  • PART 44
  • PART 75th
  • PART 401(k)
  • PART near Instrument LLC 401(k) Profit Sharing Plan
  • PART ind #2322

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 Educational Services retirement plans → · Plans in Indiana →

Lumina Foundation for Education, Inc. Savings Investment Plan in the asset neighbourhood

Lumina Foundation for Education, Inc. Savings Investment PlanLumina Foundation for Educat…$17MInstrument LLC 401(k) Profit Sharing PlanInstrument LLC 401(k) Profit…$17MInline Electric 401(k) Plan and TrustInline Electric 401(k) Plan …$17MAlphasights, Inc. 401(k) Plan$17MTeel Plastics Profit Sharing/Retirement Savings PlanTeel Plastics Profit Sharing…$17M
End-of-year total assets ($M) among Lumina Foundation for Education, Inc. Savings Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN351813228
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lumina Foundation for Education, Inc.)

Sponsor-wide plan assets over time

All Lumina Foundation for Education, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 29.57149254282217% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.6M $47.4M ▲ +29.6%
Year Plans Participants Total Assets
2022 2 91 $37M
2023 2 99 $42M
2024 2 103 $47M

Nearby 401(k) Plans in Indiana

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

Lumina Foundation for Education, Inc. Savings Investment Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Lumina Foundation for Education, Inc. Savings Investment Plan, Total assets ($B): 0.017040564 · Participants: 44Lumina Foundation for Education, Inc. Savings Investment PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Lumina Foundation for Education, Inc. Savings Investment Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Lumina Foundation for Education, Inc. Savings Investment Plan side-by-side with 3 peers →

Lumina Foundation for Education, Inc. Savings Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Instrument LLC 401(k) Profit Sharing Plan in OR ($17M); by covered participants it is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Lumina Foundation for Education, Inc. Savings Investment Plan assets move in 2022? ▼
Lumina Foundation for Education, Inc. Savings Investment Plan declined sharply - down 16.8% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Lumina Foundation for Education, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumina Foundation for Education, Inc.'s sponsor-wide assets grew 29.6%, from $37M to $47M.
Where does Lumina Foundation for Education, Inc. Savings Investment Plan rank by assets among Form 5500 filers? ▼
Lumina Foundation for Education, Inc. Savings Investment Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lumina Foundation for Education, Inc. Savings Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Instrument LLC 401(k) Profit Sharing Plan in OR ($17M, 295 participants).
Which 401(k) plans cover a similar participant headcount to Lumina Foundation for Education, Inc. Savings Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants, $10M 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 351813228.

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.