401(k) · DOL Form 5500 · 2023

Lumos & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
109
Participants Small participant base
67th
Percentile by assets National rank
$133,670
Avg per participant Near avg balance/head
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Official DOL plan name: Lumos & Associates, Inc. 401(k) Plan · Sponsored by Lumos & Associates, Inc. · Nevada · Construction

$15M in assets, 109 participants

Lumos & Associates, Inc.'s Lumos & Associates, Inc. 401(k) Plan reported $15M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #5,891 in Construction (9,030 peers)

Coverage in Nevada

Lumos & Associates, Inc. 401(k) Plan covers 109 participants in Nevada, about 17% of the average Nevada filer (state average ~636 per filing). Assets: $15M.

#5,891
in Construction (9,030 peers)
+30.5%
assets growth YoY

Lumos & Associates, Inc. 401(k) Plan's outsized position by total assets

Lumos & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$14,570,013 Top 33% higher than 67% 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

Lumos & Associates, 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. Lumos & Associates, Inc. 401(k) Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lumos & Associates, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lumos & Associates, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Lumos & Associates, Inc. 401(k) Plan reported participants rose from 90 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 880158689 · Lumos & Associates, Inc. PY 2023 · 401(k)

Lumos & Associates, Inc. 401(k) Plan · $15M · 109 · 67th

  • ASSETS $15M
  • PCT 109
  • EIN 67th
  • RANK 401(k)
  • PHOTO near Mccoy Federal Credit Union 401(k) Plan
  • IND ind #5891

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 Construction retirement plans → · Plans in Nevada →

Lumos & Associates, Inc. 401(k) Plan in the asset neighbourhood

Lumos & Associates, Inc. 401(k) PlanLumos & Associates, Inc. 401…$15MMccoy Federal Credit Union 401(k) PlanMccoy Federal Credit Union 4…$15MBretford Manufacturing, Inc. Profit Sharing and Savings PlanBretford Manufacturing, Inc.…$15MPolly, Scatena, Vasheresse & Sater 401(k) PlanPolly, Scatena, Vasheresse &…$15MCentral Indiana Corporate Partnership 401(k) Retirement PlanCentral Indiana Corporate Pa…$15M
End-of-year total assets ($M) among Lumos & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nevada filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN880158689
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lumos & Associates, Inc.)

Sponsor-wide plan assets over time

All Lumos & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 55.693434774899664% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $11.2M $17.4M ▲ +55.7%
Year Plans Participants Total Assets
2022 1 90 $11M
2023 1 109 $15M
2024 1 113 $17M

Nearby 401(k) Plans in Nevada

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

Lumos & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Lumos & Associates, Inc. 401(k) Plan, Total assets ($B): 0.014570013 · Participants: 109Lumos & Associates, Inc. 401(k) PlanThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 2.01117919 · Participants: 28142The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.82487518 · Participants: 29628Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.19282548 · Participants: 6964Barrick Retirement PlanNv Energy 401(k) Plan, Total assets ($B): 0.999258908 · Participants: 2475Nv Energy 401(k) PlanEighth District Electrical Pension Fund Annuity Plan, Total assets ($B): 0.98131609 · Participants: 20426Eighth District Electrical Pension Fund Annuity Plan
Lumos & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants
Compare Lumos & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Nevada, the nearest 401(k) by assets is Mccoy Federal Credit Union 401(k) Plan in FL ($15M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Lumos & Associates, Inc. 401(k) Plan assets move in 2023? ▼
Lumos & Associates, Inc. 401(k) Plan surged - up 30.5% during 2023, from $11M to $15M. Reported net income was $3M.
How have Lumos & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumos & Associates, Inc.'s sponsor-wide assets grew 55.7%, from $11M to $17M.
Which 401(k) plans are similar in size to Lumos & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mccoy Federal Credit Union 401(k) Plan in FL ($15M, 172 participants).
Which 401(k) plans cover a similar participant headcount to Lumos & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M 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 880158689.

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.