401(k) · DOL Form 5500 · 2023

Lucky Chances, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
558
Participants Below avg headcount
75th
Percentile by assets National rank
$41,761
Avg per participant Low balance/head
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Official DOL plan name: Lucky Employee 401(k) Retirement Plan · Sponsored by Lucky Chances, Inc. · California · Arts, Entertainment & Recreation

$23M in assets, 558 participants

Lucky Chances, Inc.'s Lucky Employee 401(k) Retirement Plan reported $23M in total assets and 558 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,498 in Arts, Entertainment & Recreation (2,945 peers)

Where Lucky Employee 401(k) Retirement Plan sits by assets

Lucky Employee 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 558 participants (~$41,761/participant), up 19.8% in 2023.

#2,498
in Arts, Entertainment & Recreation (2,945 peers)
+19.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Lucky Employee 401(k) Retirement Plan's outsized position by total assets

Lucky Employee 401(k) Retirement Plan vs every filed plan by assets

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

$23,302,707 Top 25% higher than 75% 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

Lucky Employee 401(k) Retirement 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. Lucky Employee 401(k) Retirement Plan sits mid-pack in the medium band (558 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lucky Employee 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Lucky Employee 401(k) Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Lucky Employee 401(k) Retirement Plan reported participants fell from 575 in the plan year 2022 filing to 558 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 943199406 · Lucky Chances, Inc. PY 2023 · 401(k)

Lucky Employee 401(k) Retirement Plan · $23M · 558 · 75th

  • PART $23M
  • TYPE 558
  • NET 75th
  • BOOK 401(k)
  • VS-ST near Employee Benefit Plan of the Chicago Community Trust
  • BOY ind #2498

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Lucky Employee 401(k) Retirement Plan in the asset neighbourhood

Lucky Employee 401(k) Retirement PlanLucky Employee 401(k) Retire…$23MEmployee Benefit Plan of the Chicago Community TrustEmployee Benefit Plan of the…$23MStant Corporation 401(k) Plan$23MTronicom Corporation and Subsidiary Retirement Savings PlanTronicom Corporation and Sub…$23MHelena Laboratories Corporation 401(k) Profit Sharing PlanHelena Laboratories Corporat…$23M
End-of-year total assets ($M) among Lucky Employee 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN943199406
Plan Effective Date2002-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lucky Chances, Inc.)

Sponsor-wide plan assets over time

All Lucky Chances, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 35.20340436153494% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.5M $26.3M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 575 $19M
2023 1 558 $23M
2024 1 521 $26M

Nearby 401(k) Plans in California

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

Lucky Employee 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lucky Employee 401(k) Retirement Plan, Total assets ($B): 0.023302707 · Participants: 558Lucky Employee 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Lucky Employee 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lucky Employee 401(k) Retirement Plan side-by-side with 3 peers →

Lucky Employee 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Employee Benefit Plan of the Chicago Community Trust in IL ($23M); by covered participants it is Triton Health Systems, L.L.C. 401(k) Retirement Plan in AL (558 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (558 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 Lucky Employee 401(k) Retirement Plan assets move in 2023? ▼
Lucky Employee 401(k) Retirement Plan grew sharply - up 19.8% during 2023, from $19M to $23M. Reported net income was $4M.
How have Lucky Chances, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lucky Chances, Inc.'s sponsor-wide assets grew 35.2%, from $19M to $26M.
Where does Lucky Employee 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Lucky Employee 401(k) Retirement Plan ranks in the 75th 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 Lucky Employee 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employee Benefit Plan of the Chicago Community Trust in IL ($23M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Lucky Employee 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Triton Health Systems, L.L.C. 401(k) Retirement Plan in AL (558 participants, $38M 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 943199406.

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.