Profit Sharing · DOL Form 5500 · 2023
T&s Luhmann Inc. Profit Sharing Plan
Data updated 2026-08-25
- $110K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 7th
- Percentile by assets National rank
- $55,000
- Avg per participant Low balance/head
Official DOL plan name: T&s Luhmann Inc. Retirement Plan · Sponsored by T&s Luhmann Inc. · Minnesota · Food Services & Accommodation
$110K in assets, 2 participants
T&s Luhmann Inc.'s T&s Luhmann Inc. Retirement Plan reported $110K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.
- #637 in Food Services & Accommodation (3,828 peers)
T&s Luhmann Inc. multi-year trail
T&s Luhmann Inc.'s plans moved -46.7% in assets from 2022 to 2024; this filing shows T&s Luhmann Inc. Retirement Plan at $110K / 2 participants.
- #637
- in Food Services & Accommodation (3,828 peers)
- -51.1%
- assets change YoY
The plan reported a net loss of $115K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
T&s Luhmann Inc. Retirement Plan among the smaller filed plans by assets
T&s Luhmann Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$110,000 7th percentile higher than 7% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
T&s Luhmann Inc. Retirement 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. T&s Luhmann Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- T&s Luhmann Inc. Retirement Plan reported net income fell from $30K in the plan year 2022 filing to -$115K in the plan year 2023 filing.
- T&s Luhmann Inc. Retirement Plan end-of-year assets fell from $225K in the plan year 2022 filing to $110K in the plan year 2023 filing.
DOL schedule card
Filing strip 863380802 · T&s Luhmann Inc. PY 2023 · Profit Sharing
T&s Luhmann Inc. Retirement Plan · $110K · 2 · 7th
- NET $110K
- NET 2
- NET 7th
- NET Profit Sharing
- NET near E Mccoy T Inc. Retirement Plan
- NET ind #637
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 Food Services & Accommodation retirement plans → · Plans in Minnesota →
T&s Luhmann Inc. Retirement Plan in the asset neighbourhood
T&s Luhmann Inc. multi-year asset trail
Sponsor-wide plan assets over time
All T&s Luhmann Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $120K 46.666666666666664% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $225K |
| 2023 | 1 | 2 | $110K |
| 2024 | 1 | 2 | $120K |
T&s Luhmann Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $225K |
|---|---|
| Net Assets (End of Year) | $110K |
| Net Income | -$115K |
| Employer EIN | 863380802 |
| Plan Effective Date | 2021-04-29 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Minnesota
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Essentia Health Retirement Plan $1.9B · 15,491
- Pipe Trades Services Mn Pension Supplement Fund $1.6B · 6,062
- Allina 403(b) Retirement Savings Plan $906M · 9,417
- Fairview Health Services Pension Plan $610M · 4,828
- Cargill Employee Retirement Account Plan $511M · 19,870
T&s Luhmann Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Minnesota, the nearest Profit Sharing by assets is E Mccoy T Inc. Retirement Plan in GA ($110K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($110K here).
- E Mccoy T Inc. Retirement Plan (GA) $110K · 1
- Jag400s Inc. Retirement Plan (NJ) $110K · 1
- Sausevents Investment Plan (WV) $110K · 1
- 3 Percent Realty Revolution, Inc. Retirement Plan (PA) $110K · 2
Similar participant headcount
Nearest other-state filings by covered participants (2 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.