401(k) · DOL Form 5500 · 2022

Lumens, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
121
Participants Small participant base
60th
Percentile by assets National rank
$63,936
Avg per participant Low balance/head
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Official DOL plan name: Lumens, Inc. 401(k) Plan · Sponsored by Lumens, Inc. · California · Retail Trade

$8M in assets, 121 participants

Lumens, Inc.'s Lumens, Inc. 401(k) Plan reported $8M in total assets and 121 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #6,671 in Retail Trade (9,519 peers)

Coverage in California

Lumens, Inc. 401(k) Plan covers 121 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $8M.

#6,671
in Retail Trade (9,519 peers)
-11.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lumens, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Lumens, Inc. 401(k) Plan vs every filed plan by assets

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

$7,736,278 Top 40% higher than 60% 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

Lumens, Inc. 401(k) 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. Lumens, Inc. 401(k) Plan sits mid-pack in the medium band (121 participants).

Form 5500 schedule snapshot

Filing strip 863844424 · Lumens, Inc. PY 2022 · 401(k)

Lumens, Inc. 401(k) Plan · $8M · 121 · 60th

  • EOY $8M
  • 5500 121
  • ASSETS 60th
  • PCT 401(k)
  • EIN near Hpc Foods, Ltd. 401(k) Profit Sharing Plan
  • RANK ind #6671

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 California →

Lumens, Inc. 401(k) Plan in the asset neighbourhood

Lumens, Inc. 401(k) Plan$8MHpc Foods, Ltd. 401(k) Profit Sharing PlanHpc Foods, Ltd. 401(k) Profi…$8MBando USA, Inc. 401(k) Plan$8MBosch Braking Systems Thrift PlanBosch Braking Systems Thrift…$8MLanger Industries, Inc. 401(k) Profit Sharing PlanLanger Industries, Inc. 401(…$8M
End-of-year total assets ($M) among Lumens, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN863844424
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lumens, Inc.)

Sponsor-wide plan assets over time

All Lumens, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 61.93853168151403% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.74M $12.5M ▲ +61.9%
Year Plans Participants Total Assets
2022 1 121 $8M
2023 1 197 $10M
2024 1 191 $13M

Nearby 401(k) Plans in California

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

Lumens, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lumens, Inc. 401(k) Plan, Total assets ($B): 0.007736278 · Participants: 121Lumens, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Lumens, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Lumens, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hpc Foods, Ltd. 401(k) Profit Sharing Plan in HI ($8M); by covered participants it is Associates in Pediatric Therapy LLC 401(k) Plan in KY (121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Lumens, Inc. 401(k) Plan assets move in 2022?
Lumens, Inc. 401(k) Plan pulled back noticeably - down 11.9% during 2022, from $9M to $8M. Reported net income was -$1M.
How have Lumens, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lumens, Inc.'s sponsor-wide assets grew 61.9%, from $8M to $13M.
Which 401(k) plans are similar in size to Lumens, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Hpc Foods, Ltd. 401(k) Profit Sharing Plan in HI ($8M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Lumens, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Associates in Pediatric Therapy LLC 401(k) Plan in KY (121 participants, N/A in assets).