401(k) · DOL Form 5500 · 2023

Luvata Ohio, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
99
Participants Small participant base
68th
Percentile by assets National rank
$155,163
Avg per participant Above avg balance/head
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Official DOL plan name: Luvata Ohio, Inc. 401(k) Plan · Sponsored by Luvata Ohio, Inc. · Ohio · Manufacturing

$15M in assets, 99 participants

Luvata Ohio, Inc.'s Luvata Ohio, Inc. 401(k) Plan reported $15M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #10,522 in Manufacturing (18,722 peers)

Luvata Ohio, Inc. multi-year trail

Luvata Ohio, Inc.'s plans moved +29.7% in assets from 2022 to 2024; this filing shows Luvata Ohio, Inc. 401(k) Plan at $15M / 99 participants.

#10,522
in Manufacturing (18,722 peers)
+19.7%
assets growth YoY

Luvata Ohio, Inc. 401(k) Plan's outsized position by total assets

Luvata Ohio, Inc. 401(k) Plan vs every filed plan by assets

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

$15,361,177 Top 32% higher than 68% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Luvata Ohio, 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. Luvata Ohio, Inc. 401(k) Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Luvata Ohio, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Luvata Ohio, Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Luvata Ohio, Inc. 401(k) Plan reported participants rose from 97 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 314358696 · Luvata Ohio, Inc. PY 2023 · 401(k)

Luvata Ohio, Inc. 401(k) Plan · $15M · 99 · 68th

  • PCT $15M
  • PCT 99
  • PCT 68th
  • PCT 401(k)
  • PCT near First Continental Mortgage, Ltd. 401(k) Plan
  • PCT ind #10522

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 Manufacturing retirement plans → · Plans in Ohio →

Luvata Ohio, Inc. 401(k) Plan in the asset neighbourhood

Eseclending Retirement Savings PlanEseclending Retirement Savin…$15MLuvata Ohio, Inc. 401(k) Plan$15MFirst Continental Mortgage, Ltd. 401(k) PlanFirst Continental Mortgage, …$15MNew Horizons 401(k) Profit Sharing PlanNew Horizons 401(k) Profit S…$15MPecan Deluxe Candy Company 401(k) PlanPecan Deluxe Candy Company 4…$15M
End-of-year total assets ($M) among Luvata Ohio, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Luvata Ohio, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Luvata Ohio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 29.70904740740581% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.1M $31.2M ▲ +29.7%
Year Plans Participants Total Assets
2022 2 167 $24M
2023 2 175 $28M
2024 2 203 $31M

Luvata Ohio, Inc. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN314358696
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Luvata Ohio, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Luvata Ohio, Inc. 401(k) Plan, Total assets ($B): 0.015361177 · Participants: 99Luvata Ohio, Inc. 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Luvata Ohio, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Luvata Ohio, Inc. 401(k) Plan side-by-side with 3 peers →

Luvata Ohio, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is First Continental Mortgage, Ltd. 401(k) Plan in TX ($15M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (99 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.

Frequently Asked Questions

How did Luvata Ohio, Inc. 401(k) Plan assets move in 2023? ▼
Luvata Ohio, Inc. 401(k) Plan grew sharply - up 19.7% during 2023, from $13M to $15M. Reported net income was $3M.
How have Luvata Ohio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luvata Ohio, Inc.'s sponsor-wide assets grew 29.7%, from $24M to $31M.
Which 401(k) plans are similar in size to Luvata Ohio, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Continental Mortgage, Ltd. 401(k) Plan in TX ($15M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Luvata Ohio, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants, N/A 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 314358696.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.