401(k) · DOL Form 5500 · 2023

Lucidworks, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
162
Participants Small participant base
70th
Percentile by assets National rank
$107,591
Avg per participant Below avg balance/head
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Official DOL plan name: Lucidworks, Inc. 401(k) Plan · Sponsored by Lucidworks, Inc. · California · Professional & Technical Services

$17M in assets, 162 participants

Lucidworks, Inc.'s Lucidworks, Inc. 401(k) Plan reported $17M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,142 in Professional & Technical Services (20,321 peers)

Coverage in California

Lucidworks, Inc. 401(k) Plan covers 162 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $17M.

#14,142
in Professional & Technical Services (20,321 peers)
+38.4%
assets growth YoY

Lucidworks, Inc. 401(k) Plan's outsized position by total assets

Lucidworks, Inc. 401(k) Plan vs every filed plan by assets

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

$17,429,726 Top 30% higher than 70% 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

Lucidworks, Inc. 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. Lucidworks, Inc. 401(k) Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lucidworks, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Lucidworks, Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Lucidworks, Inc. 401(k) Plan reported participants fell from 210 in the plan year 2022 filing to 162 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 260645583 · Lucidworks, Inc. PY 2023 · 401(k)

Lucidworks, Inc. 401(k) Plan · $17M · 162 · 70th

  • SCH $17M
  • SCH 162
  • SCH 70th
  • SCH 401(k)
  • SCH near Barker Automotive Family Employee Savings and Retirement Plan
  • SCH ind #14142

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 California →

Lucidworks, Inc. 401(k) Plan in the asset neighbourhood

Lucidworks, Inc. 401(k) Plan$17MBarker Automotive Family Employee Savings and Retirement PlanBarker Automotive Family Emp…$17MSonder 401(k) Savings Plan$17MKanawha Stone Company, Inc. & Affiliates Profit Sharing PlanKanawha Stone Company, Inc. …$17MPhil Smith Automotive Group 401(k) PlanPhil Smith Automotive Group …$17M
End-of-year total assets ($M) among Lucidworks, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$5M
Employer EIN260645583
Plan Effective Date2018-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Lucidworks, Inc.)

Sponsor-wide plan assets over time

All Lucidworks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 69.93408490211542% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.6M $21.4M ▲ +70.0%
Year Plans Participants Total Assets
2022 1 210 $13M
2023 1 162 $17M
2024 1 174 $21M

Nearby 401(k) Plans in California

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

Lucidworks, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lucidworks, Inc. 401(k) Plan, Total assets ($B): 0.017429726 · Participants: 162Lucidworks, Inc. 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
Lucidworks, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lucidworks, Inc. 401(k) Plan side-by-side with 3 peers →

Lucidworks, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Barker Automotive Family Employee Savings and Retirement Plan in LA ($17M); by covered participants it is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Lucidworks, Inc. 401(k) Plan assets move in 2023? ▼
Lucidworks, Inc. 401(k) Plan surged - up 38.4% during 2023, from $13M to $17M. Reported net income was $5M.
How have Lucidworks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lucidworks, Inc.'s sponsor-wide assets grew 69.9%, from $13M to $21M.
Which 401(k) plans are similar in size to Lucidworks, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barker Automotive Family Employee Savings and Retirement Plan in LA ($17M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Lucidworks, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 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 260645583.

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.