401(k) · DOL Form 5500 · 2023

Lugano Diamonds and Jewelry, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 98
Participants Small participant base: 40th
Percentile by assets National rank: $40,685
Avg per participant Low balance/head

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Official DOL plan name: Lugano Diamonds and Jewelry, Inc. 401(k) Plan · Sponsored by Lugano Diamonds and Jewelry, Inc. · California · Retail Trade

$4M in assets, 98 participants

Lugano Diamonds and Jewelry, Inc.'s Lugano Diamonds and Jewelry, Inc. 401(k) Plan reported $4M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

#4,299 in Retail Trade (8,414 peers)

Lugano Diamonds and Jewelry, Inc. multi-year trail

Lugano Diamonds and Jewelry, Inc.'s plans moved +69.9% in assets from 2023 to 2024; this filing shows Lugano Diamonds and Jewelry, Inc. 401(k) Plan at $4M / 98 participants.

#4,299
in Retail Trade (8,414 peers): +65.5%
assets growth YoY

Lugano Diamonds and Jewelry, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Lugano Diamonds and Jewelry, Inc. 401(k) Plan vs every filed plan by assets

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

$3,987,153 40th percentile higher than 40% 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

Lugano Diamonds and Jewelry, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lugano Diamonds and Jewelry, Inc. 401(k) Plan is a small filing (98 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Plan-year Form 5500 strip

Filing strip 571216784 · Lugano Diamonds and Jewelry, Inc. PY 2023 · 401(k)

Lugano Diamonds and Jewelry, Inc. 401(k) Plan · $4M · 98 · 40th

TYPE $4M
NET 98
BOOK 40th
VS-ST 401(k)
BOY near Vapor Power International, LLC 401(k) Plan
SCH ind #4299

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 Retail Trade retirement plans → · Plans in California →

End-of-year total assets ($M) among Lugano Diamonds and Jewelry, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lugano Diamonds and Jewelry, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $7M 69.90514284252448% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	98	$4M
2024	1	123	$7M

Lugano Diamonds and Jewelry, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$4M
Net Income	$2M
Employer EIN	571216784
Plan Effective Date	2009-10-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Lugano Diamonds and Jewelry, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Lugano Diamonds and Jewelry, Inc. 401(k) Plan side-by-side with 3 peers →

Lugano Diamonds and Jewelry, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Vapor Power International, LLC 401(k) Plan in IL ($4M); by covered participants it is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Vapor Power International, LLC 401(k) Plan (IL) $4M · 105
Reach Unlimited 401(k) Retirement Plan (TX) $4M · 129
Becf 401(k) Plan (FL) $4M · 219
Elite Surface Infrastructure 401(k) Plan (CO) $4M · 290

Similar participant headcount

Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.

Blanco Enterprises 1081. 01(D) Retirement Plan (PR) 98 · 0 off
Bob Ward & Sons, Inc. 401(k) Retirement Plan (MT) 98 · 0 off
Jackson Oncology Associates, P.L.L.C 401(k) Plan (MS) 98 · 0 off
Volver Investment Partners, LLC 401(k) (NJ) 98 · 0 off

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 Lugano Diamonds and Jewelry, Inc. 401(k) Plan assets move in 2023? ▼

Lugano Diamonds and Jewelry, Inc. 401(k) Plan surged - up 65.5% during 2023, from $2M to $4M. Reported net income was $2M.

How have Lugano Diamonds and Jewelry, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Lugano Diamonds and Jewelry, Inc.'s sponsor-wide assets grew 69.9%, from $4M to $7M.

Which 401(k) plans are similar in size to Lugano Diamonds and Jewelry, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Vapor Power International, LLC 401(k) Plan in IL ($4M, 105 participants).

Which 401(k) plans cover a similar participant headcount to Lugano Diamonds and Jewelry, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants, $81K 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 571216784.