401(k) · DOL Form 5500 · 2023
Lumentum Operations LLC 401(k) Plan
Data updated 2026-08-11
- $245M
- Total assets
- 750
- Participants
- 95th
- Percentile by assets
- $326,130
- Avg per participant
Official DOL plan name: Lumentum 401(k) Plan · Sponsored by Lumentum Operations LLC · California · Manufacturing
$245M in assets, 750 participants
Lumentum Operations LLC's Lumentum 401(k) Plan reported $245M in total assets and 750 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #17,391 in Manufacturing (18,722 peers)
Where Lumentum 401(k) Plan sits by assets
Lumentum 401(k) Plan sits in the top 5% of all filed plans by assets, $245M for 750 participants (~$326,130/participant), up 16.6% in 2023.
- $245M
- total plan assets (2023 EOY)
- 750
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $326,130
- avg assets per participant
Where Lumentum 401(k) Plan sits by total assets
Lumentum 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$244,597,345 Top 5% higher than 95% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lumentum 401(k) Plan reported net income rose from -$41M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Lumentum 401(k) Plan end-of-year assets rose from $210M in the plan year 2022 filing to $245M in the plan year 2023 filing.
- Lumentum 401(k) Plan reported participants rose from 727 in the plan year 2022 filing to 750 in the plan year 2023 filing.
Lumentum 401(k) Plan vs the 2023 asset distribution
By assets, Lumentum 401(k) Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $210M |
|---|---|
| Net Assets (End of Year) | $245M |
| Net Income | $35M |
| Employer EIN | 473844837 |
| Plan Effective Date | 2015-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lumentum Operations LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 727 | $210M |
| 2023 | 1 | 750 | $245M |
| 2024 | 1 | 679 | $271M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Lumentum 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Lumentum 401(k) Plan by total assets, not by location.
- Goshen Health 401(k) Retirement Savings Plan (IN) $245M · 1,869
- Anthology Inc. Retirement Plan (FL) $244M · 458
- Newmark 401(k) Plan (NY) $245M · 3,674
- Nfi Industries, Inc. Employee Retirement Savings Plan (NJ) $245M · 15,956
Frequently Asked Questions
How did Lumentum 401(k) Plan assets move in 2023? ▼
How have Lumentum Operations LLC plan assets changed over time? ▼
Where does Lumentum 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Lumentum 401(k) Plan? ▼
Next read for Lumentum 401(k) Plan
Scale reading
Ways to act on Lumentum 401(k) Plan's numbers.
- By total assets, Lumentum 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Lumentum Operations LLC's sponsor-wide assets have grown 29.4% since 2022 across 3 plan years on file. More Manufacturing plans