401(k) · DOL Form 5500 · 2022

Lusa Associates Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
204
Participants Below avg headcount
32nd
Percentile by assets National rank
$8,913
Avg per participant Low balance/head
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Official DOL plan name: Lusa Associates/Ultima Services 401(k) Plan · Sponsored by Lusa Associates Inc. · Tennessee · Administrative & Support Services

$2M in assets, 204 participants

Lusa Associates Inc.'s Lusa Associates/Ultima Services 401(k) Plan reported $2M in total assets and 204 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,755 in Administrative & Support Services (4,927 peers)

Coverage in Tennessee

Lusa Associates/Ultima Services 401(k) Plan covers 204 participants in Tennessee, about 18% of the average Tennessee filer (state average ~1,126 per filing). Assets: $2M.

#2,755
in Administrative & Support Services (4,927 peers)
-31.9%
assets change YoY

The plan reported a net loss of $851K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lusa Associates/Ultima Services 401(k) Plan among the smaller filed plans by assets

Lusa Associates/Ultima Services 401(k) Plan vs every filed plan by assets

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

$1,818,168 32nd percentile higher than 32% 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

Lusa Associates/Ultima Services 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. Lusa Associates/Ultima Services 401(k) Plan sits mid-pack in the medium band (204 participants).

Published 5500 schedule card

Filing strip 522304111 · Lusa Associates Inc. PY 2022 · 401(k)

Lusa Associates/Ultima Services 401(k) Plan · $2M · 204 · 32nd

  • VS-ST $2M
  • BOY 204
  • SCH 32nd
  • EBSA 401(k)
  • PART near Family Care Center, LLC Retirement Plan
  • TYPE ind #2755

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 Administrative & Support Services retirement plans → · Plans in Tennessee →

Lusa Associates/Ultima Services 401(k) Plan in the asset neighbourhood

Lusa Associates/Ultima Services 401(k) PlanLusa Associates/Ultima Servi…$2MFamily Care Center, LLC Retirement PlanFamily Care Center, LLC Reti…$2MThe Kahkwa Club 401(k) Plan$2MAlabama Shipyard, LLC 401(k) PlanAlabama Shipyard, LLC 401(k)…$2MViwintech Window & Door, Inc. 401(k) Retirement Savings PlanViwintech Window & Door, Inc…$2M
End-of-year total assets ($M) among Lusa Associates/Ultima Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$851K
Employer EIN522304111
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lusa Associates Inc.)

Sponsor-wide plan assets over time

All Lusa Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 15.598943551970995% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M$2.1M$2.2M 202220232024 $1.82M $2.1M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 204 $2M
2023 1 60 $2M
2024 1 38 $2M

Nearby 401(k) Plans in Tennessee

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

Lusa Associates/Ultima Services 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Lusa Associates/Ultima Services 401(k) Plan, Total assets ($B): 0.001818168 · Participants: 204Lusa Associates/Ultima Services 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Lusa Associates/Ultima Services 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Lusa Associates/Ultima Services 401(k) Plan side-by-side with 3 peers →

Lusa Associates/Ultima Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Family Care Center, LLC Retirement Plan in CO ($2M); by covered participants it is Derry Medical Center 401(k) Plan in NH (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Lusa Associates/Ultima Services 401(k) Plan assets move in 2022? ▼
Lusa Associates/Ultima Services 401(k) Plan contracted severely - down 31.9% during 2022, from $3M to $2M. Reported net income was -$851K.
How have Lusa Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lusa Associates Inc.'s sponsor-wide assets grew 15.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Lusa Associates/Ultima Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Family Care Center, LLC Retirement Plan in CO ($2M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Lusa Associates/Ultima Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Derry Medical Center 401(k) Plan in NH (204 participants, $32M 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 522304111.

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.