401(k) · DOL Form 5500 · 2023

Lucy Design Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$389K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$388,729
Avg per participant High balance/head
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Official DOL plan name: Lucy Design Associates 401(k) Profit Sharing Plan · Sponsored by Lucy Design Associates, Inc. · Alabama · Professional & Technical Services

$389K in assets, 1 participants

Lucy Design Associates, Inc.'s Lucy Design Associates 401(k) Profit Sharing Plan reported $389K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,420 in Professional & Technical Services (20,321 peers)

Lucy Design Associates, Inc. multi-year trail

Lucy Design Associates, Inc.'s plans moved +41.1% in assets from 2022 to 2024; this filing shows Lucy Design Associates 401(k) Profit Sharing Plan at $389K / 1 participant.

#2,420
in Professional & Technical Services (20,321 peers)
+33.9%
assets growth YoY

Lucy Design Associates 401(k) Profit Sharing Plan among the smaller filed plans by assets

Lucy Design Associates 401(k) Profit Sharing Plan vs every filed plan by assets

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

$388,729 16th percentile higher than 16% 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

Lucy Design Associates 401(k) Profit Sharing 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. Lucy Design Associates 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lucy Design Associates 401(k) Profit Sharing Plan reported net income rose from -$25K in the plan year 2022 filing to $98K in the plan year 2023 filing.
  • Lucy Design Associates 401(k) Profit Sharing Plan reported participants fell from 2 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Lucy Design Associates 401(k) Profit Sharing Plan end-of-year assets rose from $290K in the plan year 2022 filing to $389K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 274017134 · Lucy Design Associates, Inc. PY 2023 · 401(k)

Lucy Design Associates 401(k) Profit Sharing Plan · $389K · 1 · 16th

  • BOY $389K
  • BOY 1
  • BOY 16th
  • BOY 401(k)
  • BOY near Jabez Ventures, Inc. 401(k) Plan
  • BOY ind #2420

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 Alabama →

Lucy Design Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Lucy Design Associates 401(k) Profit Sharing PlanLucy Design Associates 401(k…$389KJabez Ventures, Inc. 401(k) PlanJabez Ventures, Inc. 401(k) …$389KGeronimo Ventures, LLC Retirement Savings PlanGeronimo Ventures, LLC Retir…$389KPanoramic Doors LLC 401(k) Profit Sharing Plan & TrustPanoramic Doors LLC 401(k) P…$389KDave Service Group, Inc. 401(k) Profit Sharing PlanDave Service Group, Inc. 401…$389K
End-of-year total assets ($M) among Lucy Design Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lucy Design Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lucy Design Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$410K 41.145246682029395% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M$0.45M 202220232024 $0.29M $0.41M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 2 $290K
2023 1 1 $389K
2024 1 1 $410K

Lucy Design Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$290K
Net Assets (End of Year)$389K
Net Income$98K
Employer EIN274017134
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Lucy Design Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Lucy Design Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.000388729 · Participants: 1Lucy Design Associates 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Lucy Design Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Lucy Design Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lucy Design Associates 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Jabez Ventures, Inc. 401(k) Plan in OH ($389K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Lucy Design Associates 401(k) Profit Sharing Plan assets move in 2023? ▼
Lucy Design Associates 401(k) Profit Sharing Plan surged - up 33.9% during 2023, from $290K to $389K. Reported net income was $98K.
How have Lucy Design Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lucy Design Associates, Inc.'s sponsor-wide assets grew 41.1%, from $290K to $410K.
Where does Lucy Design Associates 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lucy Design Associates 401(k) Profit Sharing Plan ranks in the 16th 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 401(k) plans are similar in size to Lucy Design Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jabez Ventures, Inc. 401(k) Plan in OH ($389K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Lucy Design Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 274017134.

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.