Defined Benefit (Pension) · DOL Form 5500 · 2023

Lux Unfiltered Inc Pension Plan

Data updated 2026-08-11

$709K
Total assets
4
Participants
21st
Percentile by assets
$177,163
Avg per participant
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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.

  • 21st percentile by assets (of 127,072 plans)
  • #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.

$709K
total plan assets (2023 EOY)
4
covered participants
21st
percentile by assets (of 127,072 plans)
$177,163
avg assets per participant

Where Lux Unfiltered Inc Defined Benefit Pension Plan sits by total 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 $2,010,000,000 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

State
California
Industry
Retail Trade

Lux Unfiltered Inc across 2 plan years on file

Across the 2 plan years Lux Unfiltered Inc has on file (2023-2024), sponsor-wide plan assets have moved from $953K to $1M, a gain of 51.4%, while reported participants moved from 8 to 10 (+25.0%).

Lux Unfiltered Inc multi-year asset trail

$0.8M$1M$1.2M$1.4M$1.6M 20232024 $0.95M $1.44M ▲ +51.6%
Total plan assets by year, all Lux Unfiltered Inc plans on file
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 ($B) Participants Lux Unfiltered Inc D…, Total assets ($B): 0.000708652 · Participants: 4Lux Unfiltered Inc D…Kaiser Permanente Re…, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Re…Pacific Gas and Elec…, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Elec…Pacific Gas and Elec…, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Elec…Retirement Plan for …, Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for …Disney Salaried Pens…, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pens…
Lux Unfiltered Inc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Lux Unfiltered Inc Defined Benefit Pensi… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Lux Unfiltered Inc Defined Benefit Pension Plan by total assets, not by location.

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).

Next read for Lux Unfiltered Inc Defined Benefit Pensi…

Multi-year trail

Ways to act on Lux Unfiltered Inc Defined Benefit Pension Plan's numbers.

  • By total assets, Lux Unfiltered Inc Defined Benefit Pension Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
  • Lux Unfiltered Inc's sponsor-wide assets have grown 51.4% since 2023 across 2 plan years on file. More Retail Trade plans

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.