401(k) · DOL Form 5500 · 2023
Lumeris Healthcare Outcomes 401(k) Plan
Data updated 2026-08-25
- $142M
- Total assets Near avg plan size
- 1,399
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $101,690
- Avg per participant Below avg balance/head
Official DOL plan name: Lumeris 401(k) Plan · Sponsored by Lumeris Healthcare Outcomes · Missouri · Finance & Insurance
$142M in assets, 1,399 participants
Lumeris Healthcare Outcomes's Lumeris 401(k) Plan reported $142M in total assets and 1,399 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,933 in Finance & Insurance (8,869 peers)
Where Lumeris 401(k) Plan sits by assets
Lumeris 401(k) Plan sits in the top 10% of all filed plans by assets, $142M for 1,399 participants (~$101,690/participant), up 19.6% in 2023.
- #7,933
- in Finance & Insurance (8,869 peers)
- +19.6%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Lumeris 401(k) Plan's outsized position by total assets
Lumeris 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$142,263,877 Top 7% higher than 93% 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
Lumeris 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lumeris 401(k) Plan lands in the large band (1,399 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lumeris 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Lumeris 401(k) Plan end-of-year assets rose from $119M in the plan year 2022 filing to $142M in the plan year 2023 filing.
- Lumeris 401(k) Plan reported participants rose from 1,358 in the plan year 2022 filing to 1,399 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 263628710 · Lumeris Healthcare Outcomes PY 2023 · 401(k)
Lumeris 401(k) Plan · $142M · 1,399 · 93rd
- EOY $142M
- EOY 1,399
- EOY 93rd
- EOY 401(k)
- EOY near The Connecticare Savings and Investment Plan
- EOY ind #7933
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 Finance & Insurance retirement plans → · Plans in Missouri →
Lumeris 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $119M |
|---|---|
| Net Assets (End of Year) | $142M |
| Net Income | $23M |
| Employer EIN | 263628710 |
| Plan Effective Date | 2006-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lumeris Healthcare Outcomes)
Sponsor-wide plan assets over time
All Lumeris Healthcare Outcomes plans reported in each filing year
- Latest sponsor-wide plan assets
- $166M 39.15270911337382% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,358 | $119M |
| 2023 | 1 | 1,399 | $142M |
| 2024 | 1 | 1,166 | $166M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Lumeris 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is The Connecticare Savings and Investment Plan in CT ($142M); by covered participants it is Transportation and Logistics 401(k) Plan in MI (1,399 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($142M here).
- The Connecticare Savings and Investment Plan (CT) $142M · 691
- Coborn's Incorporated Employees Profit Sharing 401(k) Plan (MN) $142M · 6,735
- Aspen Insurance U.S. Services Inc. 401(k) Plan (CT) $142M · 396
- Equipment Depot Defined Contribution Plan (TX) $142M · 1,722
Similar participant headcount
Nearest other-state filings by covered participants (1,399 participants); asset peers above are excluded.
- Transportation and Logistics 401(k) Plan (MI) 1,399 · 0 off
- Haas Automation, Inc. 401(k) Profit Sharing Plan (CA) 1,399 · 0 off
- Tp Icap 401(k) Plan (NY) 1,399 · 0 off
- Creative Artists Agency Retirement Plan (CA) 1,399 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.