401(k) · DOL Form 5500 · 2023

Lutz and Carr 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
49
Participants Small participant base
76th
Percentile by assets National rank
$510,746
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lutz & Carr 401(k) Plan · Sponsored by Lutz and Carr · New York · Professional & Technical Services

$25M in assets, 49 participants

Lutz and Carr's Lutz & Carr 401(k) Plan reported $25M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,599 in Professional & Technical Services (20,321 peers)

Where Lutz & Carr 401(k) Plan sits by assets

Lutz & Carr 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 49 participants (~$510,746/participant), up 20.7% in 2023.

#15,599
in Professional & Technical Services (20,321 peers)
+20.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lutz & Carr 401(k) Plan's outsized position by total assets

Lutz & Carr 401(k) Plan vs every filed plan by assets

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

$25,026,561 Top 24% higher than 76% 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

Lutz & Carr 401(k) 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. Lutz & Carr 401(k) Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lutz & Carr 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Lutz & Carr 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Lutz & Carr 401(k) Plan reported participants rose from 46 in the plan year 2022 filing to 49 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131655065 · Lutz and Carr PY 2023 · 401(k)

Lutz & Carr 401(k) Plan · $25M · 49 · 76th

  • RANK $25M
  • RANK 49
  • RANK 76th
  • RANK 401(k)
  • RANK near Opsec Security Retirement Plan
  • RANK ind #15599

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 New York →

Lutz & Carr 401(k) Plan in the asset neighbourhood

Lutz & Carr 401(k) Plan$25MOpsec Security Retirement PlanOpsec Security Retirement Pl…$25MPerrin Employee Stock Ownership and 401(k) PlanPerrin Employee Stock Owners…$25MFriedman's Home Improvement 401(k) Profit Sharing PlanFriedman's Home Improvement …$25MEneos USA Employees 401(k) PlanEneos USA Employees 401(k) P…$25M
End-of-year total assets ($M) among Lutz & Carr 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN131655065
Plan Effective Date1994-06-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutz and Carr)

Sponsor-wide plan assets over time

All Lutz and Carr plans reported in each filing year

Latest sponsor-wide plan assets
$29M 40.37248629457697% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.7M $29.1M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 46 $21M
2023 1 49 $25M
2024 1 51 $29M

Nearby 401(k) Plans in New York

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

Lutz & Carr 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lutz & Carr 401(k) Plan, Total assets ($B): 0.025026561 · Participants: 49Lutz & Carr 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Lutz & Carr 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lutz & Carr 401(k) Plan side-by-side with 3 peers →

Lutz & Carr 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Opsec Security Retirement Plan in PA ($25M); by covered participants it is Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan in VA (49 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Lutz & Carr 401(k) Plan assets move in 2023? ▼
Lutz & Carr 401(k) Plan grew sharply - up 20.7% during 2023, from $21M to $25M. Reported net income was $4M.
How have Lutz and Carr plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutz and Carr's sponsor-wide assets grew 40.4%, from $21M to $29M.
Where does Lutz & Carr 401(k) Plan rank by assets among Form 5500 filers? ▼
Lutz & Carr 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lutz & Carr 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Opsec Security Retirement Plan in PA ($25M, 335 participants).
Which 401(k) plans cover a similar participant headcount to Lutz & Carr 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan in VA (49 participants, $13M 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 131655065.

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.