401(k)
2023 plan-year 401(k) DOL Form 5500

LUX RESEARCH, INC. 401(K) PROFIT SHARING PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

LUX RESEARCH, INC.

This 401(k) plan holds $7M in total assets and serves 58 participants as of 2023. It is sponsored by LUX RESEARCH, INC. in Massachusetts. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$7M
Participants
58
Industry
Information & Media

What the Filing Says About LUX RESEARCH, INC. 401(K) PROFIT SHARING PLAN

LUX RESEARCH, INC. 401(K) PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by LUX RESEARCH, INC., headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 58 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 920201219, and the plan has been effective since 2006-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2023 to $7M at year-end — a gain of 29.5%. Net assets (after liabilities) closed the year at $7M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$7M
Net Assets (End of Year)$7M
Net Income$2M
Plan Type401(k)
Employer EIN920201219
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LUX RESEARCH, INC.)

Year Plans Participants Total Assets
2022 1 67 $5M
2023 1 58 $7M
2024 1 55 $7M

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Frequently Asked Questions

How much money is in the LUX RESEARCH, INC. 401(K) PROFIT SHARING PLAN?
As of the 2023 Form 5500 filing, LUX RESEARCH, INC. 401(K) PROFIT SHARING PLAN holds $7M in total assets with 58 participants. It is sponsored by LUX RESEARCH, INC..
What type of plan is LUX RESEARCH, INC. 401(K) PROFIT SHARING PLAN?
LUX RESEARCH, INC. 401(K) PROFIT SHARING PLAN is a 401(k) plan. It has been effective since 2006-01-01. The plan is filed with the U.S. Department of Labor under EIN 920201219.
Who sponsors the LUX RESEARCH, INC. 401(K) PROFIT SHARING PLAN?
LUX RESEARCH, INC. 401(K) PROFIT SHARING PLAN is sponsored by LUX RESEARCH, INC., located in Massachusetts. The sponsor's EIN is 920201219 and the plan operates in the Information & Media industry.
How did LUX RESEARCH, INC. 401(K) PROFIT SHARING PLAN perform in 2023?
LUX RESEARCH, INC. 401(K) PROFIT SHARING PLAN grew by 29.5% during 2023, moving from $5M to $7M in total assets. Net income was $2M.
Where can I find official filings for LUX RESEARCH, INC. 401(K) PROFIT SHARING PLAN?
Official Form 5500 filings for LUX RESEARCH, INC. 401(K) PROFIT SHARING PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 920201219 or plan name at efast.dol.gov.
How does LUX RESEARCH, INC. 401(K) PROFIT SHARING PLAN compare to other plans?
You can compare LUX RESEARCH, INC. 401(K) PROFIT SHARING PLAN against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 920201219.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.