401(k) · DOL Form 5500 · 2023

Luna Innovations Incorporated 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
225
Participants Below avg headcount
81st
Percentile by assets National rank
$153,035
Avg per participant Above avg balance/head
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Official DOL plan name: Luna 401(k) Plan · Sponsored by Luna Innovations Incorporated · Virginia · Information & Media

$34M in assets, 225 participants

Luna Innovations Incorporated's Luna 401(k) Plan reported $34M in total assets and 225 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,085 in Information & Media (2,818 peers)

Coverage in Virginia

Luna 401(k) Plan covers 225 participants in Virginia, about 29% of the average Virginia filer (state average ~782 per filing). Assets: $34M.

#2,085
in Information & Media (2,818 peers)
+20.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Luna 401(k) Plan's outsized position by total assets

Luna 401(k) Plan vs every filed plan by assets

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

$34,432,814 Top 19% higher than 81% 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

Luna 401(k) 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. Luna 401(k) Plan sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Luna 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Luna 401(k) Plan reported participants fell from 315 in the plan year 2022 filing to 225 in the plan year 2023 filing.
  • Luna 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 541560050 · Luna Innovations Incorporated PY 2023 · 401(k)

Luna 401(k) Plan · $34M · 225 · 81st

  • EBSA $34M
  • PART 225
  • TYPE 81st
  • NET 401(k)
  • BOOK near E.C.C.O. III Enterprises, Inc. Profit Sharing Plan
  • VS-ST ind #2085

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 Information & Media retirement plans → · Plans in Virginia →

Luna 401(k) Plan in the asset neighbourhood

Mypath 401(k) Retirement Plan$34MFamily Allergy & Asthma Safe Harbor 401(k) PlanFamily Allergy & Asthma Safe…$34MConsensus Retirement Plan$34MLuna 401(k) Plan$34ME.C.C.O. III Enterprises, Inc. Profit Sharing PlanE.C.C.O. III Enterprises, In…$34M
End-of-year total assets ($M) among Luna 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$6M
Employer EIN541560050
Plan Effective Date1996-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Luna Innovations Incorporated)

Sponsor-wide plan assets over time

All Luna Innovations Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$39M 35.230878733628266% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.6M $38.7M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 315 $29M
2023 1 225 $34M
2024 1 218 $39M

Nearby 401(k) Plans in Virginia

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

Luna 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Luna 401(k) Plan, Total assets ($B): 0.034432814 · Participants: 225Luna 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Luna 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Luna 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is E.C.C.O. III Enterprises, Inc. Profit Sharing Plan in NY ($34M); by covered participants it is Nwsl Retirement Plan in IL (225 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Luna 401(k) Plan assets move in 2023? ▼
Luna 401(k) Plan grew sharply - up 20.3% during 2023, from $29M to $34M. Reported net income was $6M.
How have Luna Innovations Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luna Innovations Incorporated's sponsor-wide assets grew 35.2%, from $29M to $39M.
Where does Luna 401(k) Plan rank by assets among Form 5500 filers? ▼
Luna 401(k) Plan ranks in the 81st 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 Luna 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is E.C.C.O. III Enterprises, Inc. Profit Sharing Plan in NY ($34M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Luna 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (225 participants, $914K 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 541560050.

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.