401(k) · DOL Form 5500 · 2023

Lusamerica Foods, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
489
Participants Below avg headcount
52nd
Percentile by assets National rank
$15,275
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lusamerica 401(k) Plan · Sponsored by Lusamerica Foods, Inc. · California · Wholesale Trade

$7M in assets, 489 participants

Lusamerica Foods, Inc.'s Lusamerica 401(k) Plan reported $7M in total assets and 489 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #2,684 in Wholesale Trade (6,309 peers)

Lusamerica Foods, Inc. multi-year trail

Lusamerica Foods, Inc.'s plans moved +40.7% in assets from 2022 to 2024; this filing shows Lusamerica 401(k) Plan at $7M / 489 participants.

#2,684
in Wholesale Trade (6,309 peers)
+19.1%
assets growth YoY

Lusamerica 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Lusamerica 401(k) Plan vs every filed plan by assets

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

$7,469,441 Top 48% higher than 52% 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

Lusamerica 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lusamerica 401(k) Plan sits mid-pack in the medium band (489 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lusamerica 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lusamerica 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Lusamerica 401(k) Plan reported participants rose from 439 in the plan year 2022 filing to 489 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942349696 · Lusamerica Foods, Inc. PY 2023 · 401(k)

Lusamerica 401(k) Plan · $7M · 489 · 52nd

  • SCH $7M
  • SCH 489
  • SCH 52nd
  • SCH 401(k)
  • SCH near Carbon Energy Corporation 401(k) Plan
  • SCH ind #2684

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 Wholesale Trade retirement plans → · Plans in California →

Lusamerica 401(k) Plan in the asset neighbourhood

Lusamerica 401(k) Plan$7MCarbon Energy Corporation 401(k) PlanCarbon Energy Corporation 40…$7MWerth Wealth Management Profit Sharing PlanWerth Wealth Management Prof…$7MFaith Medical 401(k) Profit Sharing PlanFaith Medical 401(k) Profit …$7MApex Dermatology and Skin Surgery Center, LLC Profit Sharing PlanApex Dermatology and Skin Su…$7M
End-of-year total assets ($M) among Lusamerica 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lusamerica Foods, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lusamerica Foods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 40.73204773195396% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.27M $8.82M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 439 $6M
2023 1 489 $7M
2024 1 539 $9M

Lusamerica Foods, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN942349696
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Lusamerica 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lusamerica 401(k) Plan, Total assets ($B): 0.007469441 · Participants: 489Lusamerica 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Lusamerica 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Lusamerica 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Carbon Energy Corporation 401(k) Plan in CO ($7M); by covered participants it is Maine Employers' Mutual Insurance Company 401(k) Plan in ME (489 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (489 participants); 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 Lusamerica 401(k) Plan assets move in 2023?
Lusamerica 401(k) Plan grew sharply - up 19.1% during 2023, from $6M to $7M. Reported net income was $1M.
How have Lusamerica Foods, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lusamerica Foods, Inc.'s sponsor-wide assets grew 40.7%, from $6M to $9M.
Which 401(k) plans are similar in size to Lusamerica 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Carbon Energy Corporation 401(k) Plan in CO ($7M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Lusamerica 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Maine Employers' Mutual Insurance Company 401(k) Plan in ME (489 participants, $127M in assets).