401(k) · DOL Form 5500 · 2023

Lummus Technology LLC 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
498
Participants Below avg headcount
91st
Percentile by assets National rank
$182,708
Avg per participant Above avg balance/head
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Official DOL plan name: Lummus Technology Savings Plan · Sponsored by Lummus Technology LLC · New Jersey · Agriculture, Forestry & Fishing

$91M in assets, 498 participants

Lummus Technology LLC's Lummus Technology Savings Plan reported $91M in total assets and 498 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #1,235 in Agriculture, Forestry & Fishing (1,288 peers)

Where Lummus Technology Savings Plan sits by assets

Lummus Technology Savings Plan sits in the top 10% of all filed plans by assets, $91M for 498 participants (~$182,708/participant), up 40.4% in 2023.

#1,235
in Agriculture, Forestry & Fishing (1,288 peers)
+40.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Lummus Technology Savings Plan's outsized position by total assets

Lummus Technology Savings Plan vs every filed plan by assets

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

$90,988,721 Top 9% higher than 91% 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

Lummus Technology 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. Lummus Technology Savings Plan sits mid-pack in the medium band (498 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lummus Technology Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Lummus Technology Savings Plan end-of-year assets rose from $65M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • Lummus Technology Savings Plan reported participants fell from 511 in the plan year 2022 filing to 498 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 130989425 · Lummus Technology LLC PY 2023 · 401(k)

Lummus Technology Savings Plan · $91M · 498 · 91st

  • NET $91M
  • NET 498
  • NET 91st
  • NET 401(k)
  • NET near Woodland Clinic Medical Group 401(k) Plan
  • NET ind #1235

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 Agriculture, Forestry & Fishing retirement plans → · Plans in New Jersey →

Lummus Technology Savings Plan in the asset neighbourhood

M H Whittier Corporation Savings PlanM H Whittier Corporation Sav…$91MUllico Inc. 401(k) Plan$91MLummus Technology Savings PlanLummus Technology Savings Pl…$91MWoodland Clinic Medical Group 401(k) PlanWoodland Clinic Medical Grou…$91MNational Ms Society 401(k) PlanNational Ms Society 401(k) P…$91M
End-of-year total assets ($M) among Lummus Technology Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$91M
Net Income$26M
Employer EIN130989425
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lummus Technology LLC)

Sponsor-wide plan assets over time

All Lummus Technology LLC plans reported in each filing year

Latest sponsor-wide plan assets
$113M 73.83663342358157% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $64.8M $113M ▲ +73.8%
Year Plans Participants Total Assets
2022 1 511 $65M
2023 1 498 $91M
2024 1 540 $113M

Nearby 401(k) Plans in New Jersey

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

Lummus Technology Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Lummus Technology Savings Plan, Total assets ($B): 0.090988721 · Participants: 498Lummus Technology Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Lummus Technology Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Lummus Technology Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Woodland Clinic Medical Group 401(k) Plan in CA ($91M); by covered participants it is Ti 401(k) Savings Plan in TX (498 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Similar participant headcount

Nearest other-state filings by covered participants (498 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 Lummus Technology Savings Plan assets move in 2023?
Lummus Technology Savings Plan surged - up 40.4% during 2023, from $65M to $91M. Reported net income was $26M.
How have Lummus Technology LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Lummus Technology LLC's sponsor-wide assets grew 73.8%, from $65M to $113M.
Where does Lummus Technology Savings Plan rank by assets among Form 5500 filers?
Lummus Technology Savings Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Lummus Technology Savings Plan?
Among 401(k) plans in other states, the closest by assets is Woodland Clinic Medical Group 401(k) Plan in CA ($91M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Lummus Technology Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Ti 401(k) Savings Plan in TX (498 participants, $1.0B in assets).