401(k) · DOL Form 5500 · 2023
Lumeris Healthcare Outcomes 401(k) Plan
Data updated 2026-08-11
- $142M
- Total assets
- 1,399
- Participants
- 93rd
- Percentile by assets
- $101,690
- Avg per participant
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.
- 93rd percentile by assets (of 127,072 plans)
- #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.
- $142M
- total plan assets (2023 EOY)
- 1,399
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $101,690
- avg assets per participant
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.
Lumeris 401(k) Plan vs the 2023 asset distribution
By assets, Lumeris 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
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)
| 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.
Lumeris 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Lumeris 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Lumeris 401(k) Plan assets move in 2023? ▼
How have Lumeris Healthcare Outcomes plan assets changed over time? ▼
Where does Lumeris 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Lumeris 401(k) Plan? ▼
Next read for Lumeris 401(k) Plan
Scale reading
Ways to act on Lumeris 401(k) Plan's numbers.
- By total assets, Lumeris 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- Lumeris Healthcare Outcomes's sponsor-wide assets have grown 39.2% since 2022 across 3 plan years on file. More Finance & Insurance plans