401(k) · DOL Form 5500 · 2023

Lumibird Photonics USA, Inc 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
109
Participants Small participant base
67th
Percentile by assets National rank
$139,739
Avg per participant Near avg balance/head
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Official DOL plan name: Lumibird Photonics USA, Inc 401(k) Profit Sharing Plan · Sponsored by Lumibird Photonics USA, Inc · Montana · Manufacturing

$15M in assets, 109 participants

Lumibird Photonics USA, Inc's Lumibird Photonics USA, Inc 401(k) Profit Sharing Plan reported $15M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #10,483 in Manufacturing (18,722 peers)

Coverage in Montana

Lumibird Photonics USA, Inc 401(k) Profit Sharing Plan covers 109 participants in Montana, about 40% of the average Montana filer (state average ~271 per filing). Assets: $15M.

#10,483
in Manufacturing (18,722 peers)
+21.7%
assets growth YoY

Lumibird Photonics USA, Inc 401(k) Profit Sharing Plan's outsized position by total assets

Lumibird Photonics USA, Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,231,568 Top 33% higher than 67% 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

Lumibird Photonics USA, Inc 401(k) Profit Sharing 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. Lumibird Photonics USA, Inc 401(k) Profit Sharing Plan sits mid-pack in the medium band (109 participants).

Published 5500 schedule card

Filing strip 810415794 · Lumibird Photonics USA, Inc PY 2023 · 401(k)

Lumibird Photonics USA, Inc 401(k) Profit Sharing Plan · $15M · 109 · 67th

  • PHOTO $15M
  • IND 109
  • EOY 67th
  • 5500 401(k)
  • ASSETS near Dn Solutions America Corporation 401(k) Plan
  • PCT ind #10483

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 Manufacturing retirement plans → · Plans in Montana →

Lumibird Photonics USA, Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Lumibird Photonics USA, Inc 401(k) Profit Sharing PlanLumibird Photonics USA, Inc …$15MDn Solutions America Corporation 401(k) PlanDn Solutions America Corpora…$15MJarrett Enterprises 401 (K) Profit Sharing PlanJarrett Enterprises 401 (K) …$15MVccp North America, Inc. Retirement PlanVccp North America, Inc. Ret…$15MNexcore Companies LLC 401(k) Retirement PlanNexcore Companies LLC 401(k)…$15M
End-of-year total assets ($M) among Lumibird Photonics USA, Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN810415794
Plan Effective Date1984-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lumibird Photonics USA, Inc)

Sponsor-wide plan assets over time

All Lumibird Photonics USA, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$16M 6.566933883629053% vs 2023
2024 filing year
$15M$15.5M$16M$16.5M 20232024 $15.2M $16.2M ▲ +6.6%
Year Plans Participants Total Assets
2023 1 109 $15M
2024 1 132 $16M

Nearby 401(k) Plans in Montana

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

Lumibird Photonics USA, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Lumibird Photonics USA, Inc 401(k) Profit Sharing Plan, Total assets ($M): 15.231568 · Participants: 109Lumibird Photonics USA, Inc 401(k) Profit Sharing PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Lumibird Photonics USA, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Lumibird Photonics USA, Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lumibird Photonics USA, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Dn Solutions America Corporation 401(k) Plan in NJ ($15M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Lumibird Photonics USA, Inc 401(k) Profit Sharing Plan assets move in 2023? ▼
Lumibird Photonics USA, Inc 401(k) Profit Sharing Plan grew sharply - up 21.7% during 2023, from $13M to $15M. Reported net income was $3M.
How have Lumibird Photonics USA, Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Lumibird Photonics USA, Inc's sponsor-wide assets grew 6.6%, from $15M to $16M.
Which 401(k) plans are similar in size to Lumibird Photonics USA, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dn Solutions America Corporation 401(k) Plan in NJ ($15M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Lumibird Photonics USA, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M 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 810415794.

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.