401(k) · DOL Form 5500 · 2022

Lucky Penny Inc 401(k) Plan

Data updated 2026-08-25

$138K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$138,129
Avg per participant Near avg balance/head
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Official DOL plan name: Lucky Penny Inc 401(k) Plan · Sponsored by Lucky Penny Inc · Arkansas · Professional & Technical Services

$138K in assets, 1 participants

Lucky Penny Inc's Lucky Penny Inc 401(k) Plan reported $138K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,476 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Lucky Penny Inc 401(k) Plan holds $138K for 1 participant - about $138,129 per participant, among the smaller plans by assets on file.

#1,476
in Professional & Technical Services (21,562 peers)
+0.0%
assets growth YoY

Lucky Penny Inc 401(k) Plan among the smaller filed plans by assets

Lucky Penny Inc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$138,129 8th percentile higher than 8% of 139,123 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 2022

Lucky Penny Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lucky Penny Inc 401(k) Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 365003265 · Lucky Penny Inc PY 2022 · 401(k)

Lucky Penny Inc 401(k) Plan · $138K · 1 · 8th

  • NET $138K
  • NET 1
  • NET 8th
  • NET 401(k)
  • NET near Param Healthcare & It Services, Inc. 401(k)
  • NET ind #1476

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 Arkansas →

Lucky Penny Inc 401(k) Plan in the asset neighbourhood

Lucky Penny Inc 401(k) Plan$138KParam Healthcare & It Services, Inc. 401(k)Param Healthcare & It Servic…$138KSurftrade International Retirement PlanSurftrade International Reti…$138KMc Kaff Co Enterprise, Inc. 401(k) PlanMc Kaff Co Enterprise, Inc. …$138KLil' Voyagers Academy, Inc. 401(k) PlanLil' Voyagers Academy, Inc. …$138K
End-of-year total assets ($M) among Lucky Penny Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$138K
Net Assets (End of Year)$138K
Employer EIN365003265
Plan Effective Date2021-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lucky Penny Inc)

Sponsor-wide plan assets over time

All Lucky Penny Inc plans reported in each filing year

Latest sponsor-wide plan assets
$138K 0% vs 2022
2023 filing year
$0.14M 20222023 $0.14M $0.14M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $138K
2023 1 1 $138K

Nearby 401(k) Plans in Arkansas

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

Lucky Penny Inc 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -10010203040 Total assets ($B) Participants Lucky Penny Inc 401(k) Plan, Total assets ($B): 0.000138129 · Participants: 1Lucky Penny Inc 401(k) PlanWalmart 401(k) Plan, Total assets ($B): 36.747577034 · Participants: 1687830Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.240139798 · Participants: 109234Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 2.448802275 · Participants: 30577Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.120265109 · Participants: 34174J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.09987819 · Participants: 10984Windstream 401(k) Plan
Lucky Penny Inc 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Lucky Penny Inc 401(k) Plan side-by-side with 3 peers →

Lucky Penny Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Param Healthcare & It Services, Inc. 401(k) in NJ ($138K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($138K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lucky Penny Inc 401(k) Plan assets move in 2022? ▼
Lucky Penny Inc 401(k) Plan held essentially flat - up 0.0% during 2022, from $138K to $138K.
How have Lucky Penny Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Lucky Penny Inc's sponsor-wide assets grew 0.0%, from $138K to $138K.
Where does Lucky Penny Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Lucky Penny Inc 401(k) Plan ranks in the 8th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Lucky Penny Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Param Healthcare & It Services, Inc. 401(k) in NJ ($138K, 156 participants).
Which 401(k) plans cover a similar participant headcount to Lucky Penny Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 365003265.

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.