Money Purchase · DOL Form 5500 · 2023

Lucas Limited Money Purchase Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
1
Participants Small participant base
55th
Percentile by assets National rank
$8.5M
Avg per participant High balance/head
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Official DOL plan name: Lucas Limited Money Purchase Pension Plan · Sponsored by Lucas Limited · California · Real Estate

$8M in assets, 1 participants

Lucas Limited's Lucas Limited Money Purchase Pension Plan reported $8M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,462 in Real Estate (4,727 peers)

Lucas Limited multi-year trail

Lucas Limited's plans moved +25.8% in assets from 2022 to 2024; this filing shows Lucas Limited Money Purchase Pension Plan at $8M / 1 participant.

#3,462
in Real Estate (4,727 peers)
+12.8%
assets growth YoY

Lucas Limited Money Purchase Pension Plan's mid-pack asset rank among Real Estate and all filers

Lucas Limited Money Purchase Pension Plan vs every filed plan by assets

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

$8,461,422 Top 45% higher than 55% 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

Lucas Limited Money Purchase Pension 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. Lucas Limited Money Purchase Pension Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lucas Limited Money Purchase Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $962K in the plan year 2023 filing.
  • Lucas Limited Money Purchase Pension Plan reported participants fell from 3 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Lucas Limited Money Purchase Pension Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952118990 · Lucas Limited PY 2023 · Money Purchase

Lucas Limited Money Purchase Pension Plan · $8M · 1 · 55th

  • BOY $8M
  • SCH 1
  • EBSA 55th
  • PART Money Purchase
  • TYPE near Building Services Local 2 Retirement Plan & Trust
  • NET ind #3462

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 California →

Lucas Limited Money Purchase Pension Plan in the asset neighbourhood

Building Services Local 2 Retirement Plan & TrustBuilding Services Local 2 Re…$9MLucas Limited Money Purchase Pension PlanLucas Limited Money Purchase…$8MUnited Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension PlanUnited Cerebral Palsy Associ…$8MMissouri Historical Society Pension PlanMissouri Historical Society …$8MMomentous Institute Retirement PlanMomentous Institute Retireme…$8M
End-of-year total assets ($M) among Lucas Limited Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Lucas Limited multi-year asset trail

Sponsor-wide plan assets over time

All Lucas Limited plans reported in each filing year

Latest sponsor-wide plan assets
$9M 25.797002040173805% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.5M $9.44M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 3 $8M
2023 1 1 $8M
2024 1 3 $9M

Lucas Limited filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$962K
Employer EIN952118990
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Lucas Limited Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Lucas Limited Money Purchase Pension Plan, Total assets ($B): 0.008461422 · Participants: 1Lucas Limited Money Purchase Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Lucas Limited Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Lucas Limited Money Purchase Pension Plan side-by-side with 3 peers →

Lucas Limited Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Building Services Local 2 Retirement Plan & Trust in NY ($9M); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

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 Lucas Limited Money Purchase Pension Plan assets move in 2023? ▼
Lucas Limited Money Purchase Pension Plan grew at a solid clip - up 12.8% during 2023, from $8M to $8M. Reported net income was $962K.
How have Lucas Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lucas Limited's sponsor-wide assets grew 25.8%, from $8M to $9M.
Which Money Purchase plans are similar in size to Lucas Limited Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Building Services Local 2 Retirement Plan & Trust in NY ($9M, 287 participants).
Which Money Purchase plans cover a similar participant headcount to Lucas Limited Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Lmr Retirement Plan in PR (1 participant, $685K 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 952118990.

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.