Profit Sharing · DOL Form 5500 · 2023

Lumitat Inc. Profit Sharing Plan

Data updated 2026-08-25

$138K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$137,943
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lumitat Inc. Retirement Plan · Sponsored by Lumitat Inc. · North Carolina · Professional & Technical Services

$138K in assets, 1 participants

Lumitat Inc.'s Lumitat Inc. Retirement Plan reported $138K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,363 in Professional & Technical Services (20,321 peers)

Lumitat Inc. multi-year trail

Lumitat Inc.'s plans moved +500.3% in assets from 2022 to 2024; this filing shows Lumitat Inc. Retirement Plan at $138K / 1 participant.

#1,363
in Professional & Technical Services (20,321 peers)
+172.1%
assets growth YoY

Lumitat Inc. Retirement Plan among the smaller filed plans by assets

Lumitat Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$137,943 8th percentile higher than 8% of 127,068 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 2023

Lumitat Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lumitat Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lumitat Inc. Retirement Plan reported net income rose from $30K in the plan year 2022 filing to $87K in the plan year 2023 filing.
  • Lumitat Inc. Retirement Plan end-of-year assets rose from $51K in the plan year 2022 filing to $138K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 852847285 · Lumitat Inc. PY 2023 · Profit Sharing

Lumitat Inc. Retirement Plan · $138K · 1 · 8th

  • PCT $138K
  • PCT 1
  • PCT 8th
  • PCT Profit Sharing
  • PCT near Peter D'amico Tile, Inc. Profit Sharing Plan
  • PCT ind #1363

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Lumitat Inc. Retirement Plan in the asset neighbourhood

Lumitat Inc. Retirement Plan$138KPeter D'amico Tile, Inc. Profit Sharing PlanPeter D'amico Tile, Inc. Pro…$138KAjasent Inc. Retirment Plan$138KVution Corp. Retirement Plan$138KAgile Funding & Investments, Inc. Retirement PlanAgile Funding & Investments,…$138K
End-of-year total assets ($M) among Lumitat Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Lumitat Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lumitat Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$304K 500.272237675327% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.05M $0.3M ▲ +500.0%
Year Plans Participants Total Assets
2022 1 1 $51K
2023 1 1 $138K
2024 1 3 $304K

Lumitat Inc. filing trail (2023)

Total Assets (Beginning of Year)$51K
Net Assets (End of Year)$138K
Net Income$87K
Employer EIN852847285
Plan Effective Date2020-09-08
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Lumitat Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Lumitat Inc. Retirement Plan, Total assets ($B): 0.000137943 · Participants: 1Lumitat Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Lumitat Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Lumitat Inc. Retirement Plan side-by-side with 3 peers →

Lumitat Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Peter D'amico Tile, Inc. Profit Sharing Plan in NJ ($138K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($138K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lumitat Inc. Retirement Plan assets move in 2023? ▼
Lumitat Inc. Retirement Plan surged - up 172.1% during 2023, from $51K to $138K. Reported net income was $87K.
How have Lumitat Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumitat Inc.'s sponsor-wide assets grew 500.3%, from $51K to $304K.
Where does Lumitat Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Lumitat Inc. Retirement Plan ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Lumitat Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Peter D'amico Tile, Inc. Profit Sharing Plan in NJ ($138K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Lumitat Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 852847285.

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.