401(k) · DOL Form 5500 · 2022
The Scottsdale Company 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 222
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $84,874
- Avg per participant Below avg balance/head
Official DOL plan name: Lutgert Companies Retirement Plan · Sponsored by The Scottsdale Company · Florida · Real Estate
$19M in assets, 222 participants
The Scottsdale Company's Lutgert Companies Retirement Plan reported $19M in total assets and 222 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #4,488 in Real Estate (5,057 peers)
Coverage in Florida
Lutgert Companies Retirement Plan covers 222 participants in Florida, about 35% of the average Florida filer (state average ~628 per filing). Assets: $19M.
- #4,488
- in Real Estate (5,057 peers)
- -19.4%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lutgert Companies Retirement Plan's outsized position by total assets
Lutgert Companies Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,842,126 Top 24% higher than 76% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lutgert Companies Retirement 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. Lutgert Companies Retirement Plan sits mid-pack in the medium band (222 participants).
DOL schedule card
Filing strip 362495903 · The Scottsdale Company PY 2022 · 401(k)
Lutgert Companies Retirement Plan · $19M · 222 · 76th
- TYPE $19M
- NET 222
- BOOK 76th
- VS-ST 401(k)
- BOY near Delkor Systems, Inc. 401(k) Plan
- SCH ind #4488
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 Real Estate retirement plans → · Plans in Florida →
Lutgert Companies Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$5M |
| Employer EIN | 362495903 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Scottsdale Company)
Sponsor-wide plan assets over time
All The Scottsdale Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 13.143129389963745% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 222 | $19M |
| 2023 | 1 | 220 | $22M |
| 2024 | 1 | 244 | $16M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Lutgert Companies Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Delkor Systems, Inc. 401(k) Plan in MN ($19M); by covered participants it is Home Products International - North America, Inc. Retirement Savings Plan in IL (222 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Delkor Systems, Inc. 401(k) Plan (MN) $19M · 224
- Bihler of America, Inc. Retirement Savings Plan (NJ) $19M · 326
- Baker Book House Employees' Profit Sharing Plan (MI) $19M · 225
- The Brewer-Garrett Company 401(k) Ps Plan (OH) $19M · 172
Similar participant headcount
Nearest other-state filings by covered participants (222 participants); asset peers above are excluded.
- Home Products International - North America, Inc. Retirement Savings Plan (IL) 222 · 0 off
- Otterbase 401(k) Plan (MI) 222 · 0 off
- Undc 401(k) Profit Sharing Plan (CA) 222 · 0 off
- New England Federal Credit Union Salary Savings Plan (VT) 222 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.