401(k) · DOL Form 5500 · 2023
Lumanity Inc. 401(k) Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 459
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $95,408
- Avg per participant Below avg balance/head
Official DOL plan name: Lumanity Inc. 401(k) Plan · Sponsored by Lumanity Inc. · Pennsylvania · Professional & Technical Services
$44M in assets, 459 participants
Lumanity Inc.'s Lumanity Inc. 401(k) Plan reported $44M in total assets and 459 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #17,294 in Professional & Technical Services (20,321 peers)
Where Lumanity Inc. 401(k) Plan sits by assets
Lumanity Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $44M for 459 participants (~$95,408/participant), up 28.6% in 2023.
- #17,294
- in Professional & Technical Services (20,321 peers)
- +28.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Lumanity Inc. 401(k) Plan's outsized position by total assets
Lumanity Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$43,792,223 Top 16% higher than 84% 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
Lumanity Inc. 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. Lumanity Inc. 401(k) Plan sits mid-pack in the medium band (459 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lumanity Inc. 401(k) Plan reported net income rose from -$829K in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Lumanity Inc. 401(k) Plan reported participants rose from N/A in the plan year 2022 filing to 459 in the plan year 2023 filing.
- Lumanity Inc. 401(k) Plan end-of-year assets rose from $34M in the plan year 2022 filing to $44M in the plan year 2023 filing.
DOL schedule card
Filing strip 844706053 · Lumanity Inc. PY 2023 · 401(k)
Lumanity Inc. 401(k) Plan · $44M · 459 · 84th
- RANK $44M
- RANK 459
- RANK 84th
- RANK 401(k)
- RANK near Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan
- RANK ind #17294
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Lumanity Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $8M |
| Employer EIN | 844706053 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lumanity Inc.)
Sponsor-wide plan assets over time
All Lumanity Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $69M 102.68790333526303% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $34M |
| 2023 | 1 | 459 | $44M |
| 2024 | 2 | 403 | $69M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Lumanity Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan in MN ($44M); by covered participants it is East Manufacturing Corporation 401(k) Plan in OH (459 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan (MN) $44M · 7,449
- The Matco Group, Inc. 401(k) Plan (NY) $44M · 773
- E&h 401(k) Savings and Retirement Plan (NY) $44M · 175
- Arcade Beauty 401(k) Plan (NY) $44M · 404
Similar participant headcount
Nearest other-state filings by covered participants (459 participants); asset peers above are excluded.
- East Manufacturing Corporation 401(k) Plan (OH) 459 · 0 off
- Progressive Converting Inc 401(k) Plan (WI) 459 · 0 off
- Project44, Inc. 401(k) Plan (IL) 459 · 0 off
- Datadirect Networks, Inc. Profit Sharing 401(k) Plan (CA) 459 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.