401(k) · DOL Form 5500 · 2023

Lucky Dog Ventures, Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
36th
Percentile by assets National rank
$3.1M
Avg per participant High balance/head
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Official DOL plan name: Lucky Dog Ventures, Inc. 401(k) Profit Sharing Plan · Sponsored by Lucky Dog Ventures, Inc · Texas · Real Estate

$3M in assets, 1 participants

Lucky Dog Ventures, Inc's Lucky Dog Ventures, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,652 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Lucky Dog Ventures, Inc. 401(k) Profit Sharing Plan ranks #2,652 of 4,727 2023 filers by assets (836% of the sector average)-$3M for 1 participant.

#2,652
in Real Estate (4,727 peers)
+12.3%
assets growth YoY

Lucky Dog Ventures, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Lucky Dog Ventures, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,105,687 36th percentile higher than 36% 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

Lucky Dog Ventures, Inc. 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. Lucky Dog Ventures, Inc. 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

  • Lucky Dog Ventures, Inc. 401(k) Profit Sharing Plan reported net income rose from $108K in the plan year 2022 filing to $340K in the plan year 2023 filing.
  • Lucky Dog Ventures, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 384092882 · Lucky Dog Ventures, Inc PY 2023 · 401(k)

Lucky Dog Ventures, Inc. 401(k) Profit Sharing Plan · $3M · 1 · 36th

  • PART $3M
  • TYPE 1
  • NET 36th
  • BOOK 401(k)
  • VS-ST near Time Auto Group 401(k) Plan
  • BOY ind #2652

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 Real Estate retirement plans → · Plans in Texas →

Lucky Dog Ventures, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Lucky Dog Ventures, Inc. 401(k) Profit Sharing PlanLucky Dog Ventures, Inc. 401…$3MTime Auto Group 401(k) Plan$3MLexington Hospitalists, Inc. 401(k) Profit Sharing PlanLexington Hospitalists, Inc.…$3MMcatee & Woods, P.C. Profit Sharing PlanMcatee & Woods, P.C. Profit …$3MIsg Company 401(k) Plan$3M
End-of-year total assets ($M) among Lucky Dog Ventures, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$340K
Employer EIN384092882
Plan Effective Date2018-09-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Lucky Dog Ventures, Inc)

Sponsor-wide plan assets over time

All Lucky Dog Ventures, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.04353866911515% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.77M $3.73M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 1 $3M
2023 1 1 $3M
2024 1 1 $4M

Nearby 401(k) Plans in Texas

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

Lucky Dog Ventures, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lucky Dog Ventures, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003105687 · Participants: 1Lucky Dog Ventures, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Lucky Dog Ventures, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lucky Dog Ventures, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lucky Dog Ventures, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Time Auto Group 401(k) Plan in OR ($3M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

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 Lucky Dog Ventures, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Lucky Dog Ventures, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 12.3% during 2023, from $3M to $3M. Reported net income was $340K.
How have Lucky Dog Ventures, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lucky Dog Ventures, Inc's sponsor-wide assets grew 35.0%, from $3M to $4M.
Which 401(k) plans are similar in size to Lucky Dog Ventures, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Time Auto Group 401(k) Plan in OR ($3M, 243 participants).
Which 401(k) plans cover a similar participant headcount to Lucky Dog Ventures, Inc. 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 384092882.

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.