401(k) · DOL Form 5500 · 2023

Lutra, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 174
Participants Small participant base: 68th
Percentile by assets National rank: $89,330
Avg per participant Below avg balance/head

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Official DOL plan name: Lutra, LLC 401(k) Plan · Sponsored by Lutra, LLC · Colorado · Administrative & Support Services

$16M in assets, 174 participants

Lutra, LLC's Lutra, LLC 401(k) Plan reported $16M in total assets and 174 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.

#3,625 in Administrative & Support Services (4,372 peers)

Coverage in Colorado

Lutra, LLC 401(k) Plan covers 174 participants in Colorado, about 46% of the average Colorado filer (state average ~376 per filing). Assets: $16M.

#3,625
in Administrative & Support Services (4,372 peers): +16.2%
assets growth YoY

Lutra, LLC 401(k) Plan's outsized position by total assets

Lutra, LLC 401(k) Plan vs every filed plan by assets

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

$15,543,478 Top 32% higher than 68% 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

Lutra, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lutra, LLC 401(k) Plan sits mid-pack in the medium band (174 participants).

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%)

Lutra, LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Lutra, LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Lutra, LLC 401(k) Plan reported participants rose from 158 in the plan year 2022 filing to 174 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 371694783 · Lutra, LLC PY 2023 · 401(k)

Lutra, LLC 401(k) Plan · $16M · 174 · 68th

EBSA $16M
PART 174
TYPE 68th
NET 401(k)
BOOK near Graphic Solutions Group, Inc 401(k) Plan and Trust Agreement
VS-ST ind #3625

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 Administrative & Support Services retirement plans → · Plans in Colorado →

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

Colorado filing particulars

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$16M
Net Income	$2M
Employer EIN	371694783
Plan Effective Date	2012-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lutra, LLC)

Latest sponsor-wide plan assets: $17M 28.79345223159291% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	158	$13M
2023	1	174	$16M
2024	1	168	$17M

Nearby 401(k) Plans in Colorado

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

Lutra, LLC 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Davita Retirement Savings Plan $3.3B · 57,711
Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
Woodward Retirement Savings Plan $1.8B · 5,847
Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491

Compare Lutra, LLC 401(k) Plan side-by-side with 3 peers →

Lutra, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Graphic Solutions Group, Inc 401(k) Plan and Trust Agreement in TX ($16M); by covered participants it is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Graphic Solutions Group, Inc 401(k) Plan and Trust Agreement (TX) $16M · 298
Irg Realty Advisors 401(k) Plan (OH) $16M · 232
Columbia Energy & Environmental Services, Inc. 401(k) Plan (WA) $16M · 97
Point Breeze Credit Union Retirement Savings Plan (MD) $16M · 141

Similar participant headcount

Nearest other-state filings by covered participants (174 participants); asset peers above are excluded.

John Mourier Construction Inc Profit Sharing Plan (CA) 174 · 0 off
Husky Corporation 401(k) Plan (MO) 174 · 0 off
Deluxe Auto Carriers Inc 401(k) Profit Sharing Plan & Trust (CA) 174 · 0 off
United Chester Industries, Inc. 401(k) Plan (TX) 174 · 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 Lutra, LLC 401(k) Plan assets move in 2023? ▼

Lutra, LLC 401(k) Plan grew sharply - up 16.2% during 2023, from $13M to $16M. Reported net income was $2M.

How have Lutra, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lutra, LLC's sponsor-wide assets grew 28.8%, from $13M to $17M.

Which 401(k) plans are similar in size to Lutra, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Graphic Solutions Group, Inc 401(k) Plan and Trust Agreement in TX ($16M, 298 participants).

Which 401(k) plans cover a similar participant headcount to Lutra, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants, $24M 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 371694783.