Defined Benefit (Pension) · DOL Form 5500 · 2023

Lux Unfiltered Inc Pension Plan

Data updated 2026-08-25

$709K
Total assets Small plan by assets
4
Participants Small participant base
21st
Percentile by assets National rank
$177,163
Avg per participant Above avg balance/head
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Official DOL plan name: Lux Unfiltered Inc Defined Benefit Pension Plan · Sponsored by Lux Unfiltered Inc · California · Retail Trade

$709K in assets, 4 participants

Lux Unfiltered Inc's Lux Unfiltered Inc Defined Benefit Pension Plan reported $709K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,741 in Retail Trade (8,414 peers)

Lux Unfiltered Inc multi-year trail

Lux Unfiltered Inc's plans moved +51.4% in assets from 2023 to 2024; this filing shows Lux Unfiltered Inc Defined Benefit Pension Plan at $709K / 4 participants.

#2,741
in Retail Trade (8,414 peers)
+74.3%
assets growth YoY

Lux Unfiltered Inc Defined Benefit Pension Plan among the smaller filed plans by assets

Lux Unfiltered Inc Defined Benefit Pension Plan vs every filed plan by assets

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

$708,652 21st percentile higher than 21% 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

Lux Unfiltered Inc Defined Benefit 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. Lux Unfiltered Inc Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 852843538 · Lux Unfiltered Inc PY 2023 · Defined Benefit (Pension)

Lux Unfiltered Inc Defined Benefit Pension Plan · $709K · 4 · 21st

  • SCH $709K
  • EBSA 4
  • PART 21st
  • TYPE Defined Benefit (Pension)
  • NET near Pension Plan of Centra Health, Inc.
  • BOOK ind #2741

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 Retail Trade retirement plans → · Plans in California →

Lux Unfiltered Inc Defined Benefit Pension Plan in the asset neighbourhood

Lux Unfiltered Inc Defined Benefit Pension PlanLux Unfiltered Inc Defined B…$709KPension Plan of Centra Health, Inc.Pension Plan of Centra Healt…$709KRetirement Plan for Employees of City Center Development Co.Retirement Plan for Employee…$708KFairway Consulting Group Cash Balance PlanFairway Consulting Group Cas…$710KNorth Shore Holdings Associates, Inc. Defined Benefit Pension PlanNorth Shore Holdings Associa…$706K
End-of-year total assets ($M) among Lux Unfiltered Inc Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Lux Unfiltered Inc multi-year asset trail

Sponsor-wide plan assets over time

All Lux Unfiltered Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 51.4012465549782% vs 2023
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 20232024 $0.95M $1.44M ▲ +51.6%
Year Plans Participants Total Assets
2023 2 8 $953K
2024 2 10 $1M

Lux Unfiltered Inc filing trail (2023)

Total Assets (Beginning of Year)$407K
Net Assets (End of Year)$709K
Net Income$302K
Employer EIN852843538
Plan Effective Date2020-09-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lux Unfiltered Inc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Lux Unfiltered Inc Defined Benefit Pension Plan, Total assets ($B): 0.000708652 · Participants: 4Lux Unfiltered Inc Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Lux Unfiltered Inc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Lux Unfiltered Inc Defined Benefit Pension Plan side-by-side with 3 peers →

Lux Unfiltered Inc Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Pension Plan of Centra Health, Inc. in VA ($709K); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Lux Unfiltered Inc Defined Benefit Pension Plan assets move in 2023? ▼
Lux Unfiltered Inc Defined Benefit Pension Plan surged - up 74.3% during 2023, from $407K to $709K. Reported net income was $302K.
How have Lux Unfiltered Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Lux Unfiltered Inc's sponsor-wide assets grew 51.4%, from $953K to $1M.
Where does Lux Unfiltered Inc Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Lux Unfiltered Inc Defined Benefit Pension Plan ranks in the 21st 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 Defined Benefit (Pension) plans are similar in size to Lux Unfiltered Inc Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of Centra Health, Inc. in VA ($709K, 1,390 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lux Unfiltered Inc Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 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 852843538.

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.