Defined Benefit (Pension) · DOL Form 5500 · 2023
Lumen Technologies, Inc. Pension Plan
Data updated 2026-08-25
- $4.8B
- Total assets Very large vs avg
- 10,804
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $440,577
- Avg per participant High balance/head
Official DOL plan name: Lumen Combined Pension Plan · Sponsored by Lumen Technologies, Inc. · Louisiana · Information & Media
$4.8B in assets, 10,804 participants
Lumen Technologies, Inc.'s Lumen Combined Pension Plan reported $4.8B in total assets and 10,804 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #2,793 in Information & Media (2,818 peers)
Coverage in Louisiana
Lumen Combined Pension Plan covers 10,804 participants in Louisiana, 22x the typical Louisiana plan (state average ~495 per filing). Assets: $4.8B.
- #2,793
- in Information & Media (2,818 peers)
- -0.8%
- assets change YoY
- 48×
- vs typical plan assets (national mean)
The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lumen Combined Pension Plan's outsized position by total assets
Lumen Combined Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,759,995,521 Highest reported value at or above every one 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
Lumen Combined Pension Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lumen Combined Pension Plan is a mega filing (10,804 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lumen Combined Pension Plan reported net income rose from -$1.6B in the plan year 2022 filing to -$40M in the plan year 2023 filing.
- Lumen Combined Pension Plan reported participants fell from 14,232 in the plan year 2022 filing to 10,804 in the plan year 2023 filing.
- Lumen Combined Pension Plan end-of-year assets fell from $4.8B in the plan year 2022 filing to $4.8B in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 720651161 · Lumen Technologies, Inc. PY 2023 · Defined Benefit (Pension)
Lumen Combined Pension Plan · $4.8B · 10,804 · 100th
- VS-ST $4.8B
- BOY 10,804
- SCH 100th
- EBSA Defined Benefit (Pension)
- PART near Eastern Atlantic States Carpenters Pension Fund
- TYPE ind #2793
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 Information & Media retirement plans → · Plans in Louisiana →
Lumen Combined Pension Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $4.8B |
|---|---|
| Net Assets (End of Year) | $4.7B |
| Net Income | -$40M |
| Employer EIN | 720651161 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lumen Technologies, Inc.)
Sponsor-wide plan assets over time
All Lumen Technologies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11.6B 142.4106289182212% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14,232 | $4.8B |
| 2023 | 2 | 35,326 | $11.9B |
| 2024 | 2 | 36,362 | $11.6B |
Nearby Defined Benefit (Pension) Plans in Louisiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Entergy Corporation Retirement Plan for Non-Bargaining Employees $3.1B · 7,501
- Willis-Knighton Medical Center Employees Retirement Plan $1.1B · 5,919
- Entergy Corporation Retirement Plan for Bargaining Employees $903M · 2,424
- Entergy Corporation Retirement Plan III $819M · 63
- Ochsner Clinic Foundation Retirement Plan $447M · 1,504
Scale composition for Lumen Combined Pension Plan
Lumen Combined Pension Plan reports $4.8B in end-of-year assets across 10,804 participants (0.039% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $440,577 per participant (3.2x the national average assets-per-participant) . Net income for plan year 2023 was -$40M.
This plan identity (EIN 720651161, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.8B to $4.3B (-9.6%) while covered participants moved from 14,232 to 10,043 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,232 | $4.8B | Open filing |
| 2023 | 10,804 | $4.8B | This page |
| 2024 · index core | 10,043 | $4.3B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Lumen 401(k) Savings Plan (401(k), $7.3B, 26,319 participants)
- Lumen Combined Pension Plan (Defined Benefit (Pension), $4.3B, 10,043 participants)
Lumen Combined Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Eastern Atlantic States Carpenters Pension Fund in PA ($4.7B); by covered participants it is Indiana Laborers Pension Fund in IN (10,800 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.8B here).
- Eastern Atlantic States Carpenters Pension Fund (PA) $4.7B · 11,775
- Usaa Pension Plan (TX) $4.7B · 31,427
- The Southern California Edison Company Retirement Plan (CA) $4.7B · 9,551
- Ameren Retirement Plan (MO) $4.7B · 10,156
Similar participant headcount
Nearest other-state filings by covered participants (10,804 participants); asset peers above are excluded.
- Indiana Laborers Pension Fund (IN) 10,800 · 4 off
- Disney Salaried Pension Plan D (CA) 10,813 · 9 off
- Consolidated Edison Retirement Plan (NY) 10,779 · 25 off
- Mid-America Carpenters Regional Council Pension Fund (IL) 10,863 · 59 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.