401(k) · DOL Form 5500 · 2023

Luvata Waterbury, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
127
Participants Small participant base
61st
Percentile by assets National rank
$86,241
Avg per participant Below avg balance/head
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Official DOL plan name: Luvata Waterbury 401(k) Retirement Savings Plan · Sponsored by Luvata Waterbury, Inc. · Connecticut · Manufacturing

$11M in assets, 127 participants

Luvata Waterbury, Inc.'s Luvata Waterbury 401(k) Retirement Savings Plan reported $11M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #8,832 in Manufacturing (18,722 peers)

Coverage in Connecticut

Luvata Waterbury 401(k) Retirement Savings Plan covers 127 participants in Connecticut, about 18% of the average Connecticut filer (state average ~718 per filing). Assets: $11M.

#8,832
in Manufacturing (18,722 peers)
+18.7%
assets growth YoY

Luvata Waterbury 401(k) Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers

Luvata Waterbury 401(k) Retirement Savings Plan vs every filed plan by assets

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

$10,952,565 Top 39% higher than 61% 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 Waterbury 401(k) Retirement Savings 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. Luvata Waterbury 401(k) Retirement Savings Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Luvata Waterbury 401(k) Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $972K in the plan year 2023 filing.
  • Luvata Waterbury 401(k) Retirement Savings Plan reported participants rose from 99 in the plan year 2022 filing to 127 in the plan year 2023 filing.
  • Luvata Waterbury 401(k) Retirement Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 161611733 · Luvata Waterbury, Inc. PY 2023 · 401(k)

Luvata Waterbury 401(k) Retirement Savings Plan · $11M · 127 · 61st

  • SCH $11M
  • EBSA 127
  • PART 61st
  • TYPE 401(k)
  • NET near Rheonix, Inc. 401(k) Plan
  • BOOK ind #8832

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 Connecticut →

Luvata Waterbury 401(k) Retirement Savings Plan in the asset neighbourhood

Luvata Waterbury 401(k) Retirement Savings PlanLuvata Waterbury 401(k) Reti…$11MRheonix, Inc. 401(k) Plan$11MCosa Nova Holdings, Inc. 401(k) PlanCosa Nova Holdings, Inc. 401…$11MFood Circus Super Markets, Inc. 401(k) PlanFood Circus Super Markets, I…$11MRio Bank Employee Stock Ownership and 401(k) PlanRio Bank Employee Stock Owne…$11M
End-of-year total assets ($M) among Luvata Waterbury 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$972K
Employer EIN161611733
Plan Effective Date2001-10-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Luvata Waterbury, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$12M 27.691204152152377% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.23M $11.8M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 99 $9M
2023 1 127 $11M
2024 1 121 $12M

Nearby 401(k) Plans in Connecticut

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

Luvata Waterbury 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Luvata Waterbury 401(k) Retirement Savings Plan, Total assets ($B): 0.010952565 · Participants: 127Luvata Waterbury 401(k) Retirement Savings PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Luvata Waterbury 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Luvata Waterbury 401(k) Retirement Savings Plan side-by-side with 3 peers →

Luvata Waterbury 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Rheonix, Inc. 401(k) Plan in NY ($11M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Waterbury 401(k) Retirement Savings Plan assets move in 2023? ▼
Luvata Waterbury 401(k) Retirement Savings Plan grew sharply - up 18.7% during 2023, from $9M to $11M. Reported net income was $972K.
How have Luvata Waterbury, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luvata Waterbury, Inc.'s sponsor-wide assets grew 27.7%, from $9M to $12M.
Which 401(k) plans are similar in size to Luvata Waterbury 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rheonix, Inc. 401(k) Plan in NY ($11M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Luvata Waterbury 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 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 161611733.

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.