401(k) · DOL Form 5500 · 2023

Lutco, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
133
Participants Small participant base
61st
Percentile by assets National rank
$84,279
Avg per participant Below avg balance/head
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Official DOL plan name: Lutco, Inc. 401(k) Plan · Sponsored by Lutco, Inc. · Massachusetts · Manufacturing

$11M in assets, 133 participants

Lutco, Inc.'s Lutco, Inc. 401(k) Plan reported $11M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #8,960 in Manufacturing (18,722 peers)

Coverage in Massachusetts

Lutco, Inc. 401(k) Plan covers 133 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $11M.

#8,960
in Manufacturing (18,722 peers)
+16.3%
assets growth YoY

Lutco, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

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

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

$11,209,150 Top 39% higher than 61% 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

Lutco, 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. Lutco, Inc. 401(k) Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lutco, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lutco, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Lutco, Inc. 401(k) Plan reported participants rose from 120 in the plan year 2022 filing to 133 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042015830 · Lutco, Inc. PY 2023 · 401(k)

Lutco, Inc. 401(k) Plan · $11M · 133 · 61st

  • EBSA $11M
  • EBSA 133
  • EBSA 61st
  • EBSA 401(k)
  • EBSA near New Generation Wellness, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #8960

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 Manufacturing retirement plans → · Plans in Massachusetts →

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

Lutco, Inc. 401(k) Plan$11MNew Generation Wellness, Inc. 401(k) Profit Sharing PlanNew Generation Wellness, Inc…$11MHealth Care Management Group Retirement PlanHealth Care Management Group…$11MSummit Handling Systems, Inc.401(k) Profit Sharing PlanSummit Handling Systems, Inc…$11MCampusworks Inc. 401(k) Profit Sharing PlanCampusworks Inc. 401(k) Prof…$11M
End-of-year total assets ($M) among Lutco, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN042015830
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutco, Inc.)

Sponsor-wide plan assets over time

All Lutco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 24.879642790382707% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.64M $12M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 120 $10M
2023 1 133 $11M
2024 1 126 $12M

Nearby 401(k) Plans in Massachusetts

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

Lutco, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Lutco, Inc. 401(k) Plan, Total assets ($B): 0.01120915 · Participants: 133Lutco, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Lutco, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Lutco, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is New Generation Wellness, Inc. 401(k) Profit Sharing Plan in CA ($11M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Lutco, Inc. 401(k) Plan assets move in 2023? ▼
Lutco, Inc. 401(k) Plan grew sharply - up 16.3% during 2023, from $10M to $11M. Reported net income was $2M.
How have Lutco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutco, Inc.'s sponsor-wide assets grew 24.9%, from $10M to $12M.
Which 401(k) plans are similar in size to Lutco, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is New Generation Wellness, Inc. 401(k) Profit Sharing Plan in CA ($11M, 219 participants).
Which 401(k) plans cover a similar participant headcount to Lutco, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 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 042015830.

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.