401(k) · DOL Form 5500 · 2023

Joseph C. Lu Engineering, P.C. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
65
Participants Small participant base
55th
Percentile by assets National rank
$131,441
Avg per participant Near avg balance/head
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Official DOL plan name: Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan · Sponsored by Joseph C. Lu Engineering, P.C. · New York · Professional & Technical Services

$9M in assets, 65 participants

Joseph C. Lu Engineering, P.C.'s Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan reported $9M in total assets and 65 participants 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.

  • #10,916 in Professional & Technical Services (20,321 peers)

Joseph C. Lu Engineering, P.C. multi-year trail

Joseph C. Lu Engineering, P.C.'s plans moved +40.7% in assets from 2022 to 2024; this filing shows Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan at $9M / 65 participants.

#10,916
in Professional & Technical Services (20,321 peers)
+21.1%
assets growth YoY

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan vs every filed plan by assets

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

$8,543,648 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

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan reported net income rose from -$863K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan reported participants fell from 68 in the plan year 2022 filing to 65 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 161174578 · Joseph C. Lu Engineering, P.C. PY 2023 · 401(k)

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan · $9M · 65 · 55th

  • RANK $9M
  • RANK 65
  • RANK 55th
  • RANK 401(k)
  • RANK near Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan
  • RANK ind #10916

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 New York →

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan in the asset neighbourhood

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) PlanJoseph C. Lu Engineering & L…$9MPerona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing PlanPerona, Langer, Beck, Serbin…$9MBellwether Asset Management 401(k) PlanBellwether Asset Management …$9MAssociated Occupational Therapists, Inc. 401(k) PlanAssociated Occupational Ther…$9MSchreiber Corporation 401(k) PlanSchreiber Corporation 401(k)…$9M
End-of-year total assets ($M) among Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Joseph C. Lu Engineering, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Joseph C. Lu Engineering, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 40.73573855068841% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.06M $9.93M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 68 $7M
2023 1 65 $9M
2024 1 71 $10M

Joseph C. Lu Engineering, P.C. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN161174578
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan, Total assets ($B): 0.008543648 · Participants: 65Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan side-by-side with 3 peers →

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan in CA ($9M); by covered participants it is General Insurance Services, Inc. 401(k) Plan in IN (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan assets move in 2023? ▼
Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan grew sharply - up 21.1% during 2023, from $7M to $9M. Reported net income was $1M.
How have Joseph C. Lu Engineering, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph C. Lu Engineering, P.C.'s sponsor-wide assets grew 40.7%, from $7M to $10M.
Which 401(k) plans are similar in size to Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan in CA ($9M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Insurance Services, Inc. 401(k) Plan in IN (65 participants, N/A 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 161174578.

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.