401(k) · DOL Form 5500 · 2023

Lutron Electronics Co., Inc. 401(k) Plan

Data updated 2026-08-11

$677M
Total assets
2,221
Participants
98th
Percentile by assets
$304,779
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Lutron Retirement Plan · Sponsored by Lutron Electronics Co., Inc. · Pennsylvania · Manufacturing

$677M in assets, 2,221 participants

Lutron Electronics Co., Inc.'s Lutron Retirement Plan reported $677M in total assets and 2,221 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 127,072 plans)
  • #18,102 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Lutron Retirement Plan covers 2,221 participants in Pennsylvania, 2.7x the typical Pennsylvania plan (state average ~822 per filing). Assets: $677M.

$677M
total plan assets (2023 EOY)
2,221
covered participants
98th
percentile by assets (of 127,072 plans)
$304,779
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lutron Retirement Plan reported net income rose from -$100M in the plan year 2022 filing to $117M in the plan year 2023 filing.
  • Lutron Retirement Plan end-of-year assets rose from $560M in the plan year 2022 filing to $677M in the plan year 2023 filing.
  • Lutron Retirement Plan reported participants rose from 1,993 in the plan year 2022 filing to 2,221 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Lutron Retirement Plan reports 2,221 participants - 2.7x that state average ($677M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$560M
Net Assets (End of Year)$677M
Net Income$117M
Employer EIN231599902
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutron Electronics Co., Inc.)

$500M$600M$700M$800M 202220232024 $560M $765M ▲ +36.5%
Total plan assets by year, all Lutron Electronics Co., Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,993 $560M
2023 1 2,221 $677M
2024 1 2,292 $765M

Nearby 401(k) Plans in Pennsylvania

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

Lutron Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Lutron Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Lutron Retirement PlanComcast Corporation …Cigna 401(k) PlanThe Vanguard Retirem…The PNC Financial Se…The Bank of New York…
Lutron Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lutron Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Lutron Retirement Plan assets move in 2023?
Lutron Retirement Plan grew sharply - up 20.8% during 2023, from $560M to $677M. Reported net income was $117M.
How have Lutron Electronics Co., Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lutron Electronics Co., Inc.'s sponsor-wide assets grew 36.5%, from $560M to $765M.
Where does Lutron Retirement Plan rank by assets among Form 5500 filers?
Lutron Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Lutron Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Cincinnati Bell Retirement Savings Plan in OH ($677M, 2,798 participants).

Filing takeaways

Ways to act on Lutron Retirement Plan's numbers.