Defined Benefit (Pension) · DOL Form 5500 · 2023

Nelda C. and H J Lutcher Stark Foundation Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
57
Participants Small participant base
71st
Percentile by assets National rank
$316,283
Avg per participant High balance/head
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Official DOL plan name: Nelda C. and H.J. Lutcher Stark Fndtn Plan · Sponsored by Nelda C. and H J Lutcher Stark Foundation · Texas · Other Services

$18M in assets, 57 participants

Nelda C. and H J Lutcher Stark Foundation's Nelda C. and H.J. Lutcher Stark Fndtn Plan reported $18M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,593 in Other Services (7,857 peers)

Nelda C. and H J Lutcher Stark Foundation multi-year trail

Nelda C. and H J Lutcher Stark Foundation's plans moved +22.4% in assets from 2022 to 2024; this filing shows Nelda C. and H.J. Lutcher Stark Fndtn Plan at $18M / 57 participants.

#6,593
in Other Services (7,857 peers)
+14.0%
assets growth YoY

Nelda C. and H.J. Lutcher Stark Fndtn Plan's outsized position by total assets

Nelda C. and H.J. Lutcher Stark Fndtn Plan vs every filed plan by assets

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

$18,028,135 Top 29% higher than 71% 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

Nelda C. and H.J. Lutcher Stark Fndtn 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. Nelda C. and H.J. Lutcher Stark Fndtn Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nelda C. and H.J. Lutcher Stark Fndtn Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Nelda C. and H.J. Lutcher Stark Fndtn Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Nelda C. and H.J. Lutcher Stark Fndtn Plan reported participants fell from 63 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 746047440 · Nelda C. and H J Lutcher Stark Foundation PY 2023 · Defined Benefit (Pension)

Nelda C. and H.J. Lutcher Stark Fndtn Plan · $18M · 57 · 71st

  • EOY $18M
  • EOY 57
  • EOY 71st
  • EOY Defined Benefit (Pension)
  • EOY near Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico
  • EOY ind #6593

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 Other Services retirement plans → · Plans in Texas →

Nelda C. and H.J. Lutcher Stark Fndtn Plan in the asset neighbourhood

Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto RicoPlan De Pensiones De Benefic…$18MNelda C. and H.J. Lutcher Stark Fndtn PlanNelda C. and H.J. Lutcher St…$18MRestated Retirement Plan for the Employees of Miller-Dwan Medical CenterRestated Retirement Plan for…$18MFloridacentral Credit Union Cash Balance Retirement Pension PlanFloridacentral Credit Union …$18MPension Plan for the Office Employees of the New York Philharmonic Symphony Society of Ny, Inc.Pension Plan for the Office …$18M
End-of-year total assets ($M) among Nelda C. and H.J. Lutcher Stark Fndtn Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Nelda C. and H J Lutcher Stark Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Nelda C. and H J Lutcher Stark Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$19M 22.383854205256757% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.8M $19.4M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 63 $16M
2023 1 57 $18M
2024 1 77 $19M

Nelda C. and H J Lutcher Stark Foundation filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN746047440
Plan Effective Date1957-02-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Nelda C. and H.J. Lutcher Stark Fndtn Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Nelda C. and H.J. Lutcher Stark Fndtn Plan, Total assets ($B): 0.018028135 · Participants: 57Nelda C. and H.J. Lutcher Stark Fndtn PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Nelda C. and H.J. Lutcher Stark Fndtn Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Nelda C. and H.J. Lutcher Stark Fndtn Plan side-by-side with 3 peers →

Nelda C. and H.J. Lutcher Stark Fndtn Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico in PR ($18M); by covered participants it is Erie and Niagara Insurance Association Cash Balance Retirement Plan in NY (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Nelda C. and H.J. Lutcher Stark Fndtn Plan assets move in 2023? ▼
Nelda C. and H.J. Lutcher Stark Fndtn Plan grew at a solid clip - up 14.0% during 2023, from $16M to $18M. Reported net income was $2M.
How have Nelda C. and H J Lutcher Stark Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelda C. and H J Lutcher Stark Foundation's sponsor-wide assets grew 22.4%, from $16M to $19M.
Which Defined Benefit (Pension) plans are similar in size to Nelda C. and H.J. Lutcher Stark Fndtn Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico in PR ($18M, 92 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nelda C. and H.J. Lutcher Stark Fndtn Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Erie and Niagara Insurance Association Cash Balance Retirement Plan in NY (57 participants, $10M 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 746047440.

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.