401(k) · DOL Form 5500 · 2022
Lucky Services 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 85
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $35,713
- Avg per participant Low balance/head
Official DOL plan name: Lsi 401(k) and Profit Sharing Plan · Sponsored by Lucky Services · New Mexico · Mining & Oil Extraction
$3M in assets, 85 participants
Lucky Services's Lsi 401(k) and Profit Sharing Plan reported $3M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.
- #190 in Mining & Oil Extraction (892 peers)
Mining & Oil Extraction sector rank
Within Mining & Oil Extraction, Lsi 401(k) and Profit Sharing Plan ranks #190 of 892 2022 filers by assets (4051% of the sector average)-$3M for 85 participants.
- #190
- in Mining & Oil Extraction (892 peers)
- +19.9%
- assets growth YoY
Lsi 401(k) and Profit Sharing Plan's mid-pack asset rank among Mining & Oil Extraction and all filers
Lsi 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,035,596 41st percentile higher than 41% 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
Lsi 401(k) and Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lsi 401(k) and Profit Sharing Plan is a small filing (85 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 850347685 · Lucky Services PY 2022 · 401(k)
Lsi 401(k) and Profit Sharing Plan · $3M · 85 · 41st
- ASSETS $3M
- ASSETS 85
- ASSETS 41st
- ASSETS 401(k)
- ASSETS near Cassopolis Family Clinic Network 401(k) Plan
- ASSETS ind #190
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 Mining & Oil Extraction retirement plans → · Plans in New Mexico →
Lsi 401(k) and Profit Sharing Plan in the asset neighbourhood
Mining & Oil Extraction filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $503K |
| Employer EIN | 850347685 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lucky Services)
Sponsor-wide plan assets over time
All Lucky Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 42.15116240764581% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 85 | $3M |
| 2023 | 1 | 109 | $4M |
| 2024 | 1 | 134 | $4M |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $5.0B · 14,007
- Triad 401(k) Retirement Plan $1.5B · 8,535
- Triad 401(k) Savings Plan $750M · 2,476
- Pnm Resources, Inc. Retirement Savings Plan $707M · 1,638
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $445M · 1,553
Lsi 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Cassopolis Family Clinic Network 401(k) Plan in MI ($3M); by covered participants it is Perfect World North America Corporation 401(k) Plan in CA (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (85 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.