Defined Benefit (Pension) · DOL Form 5500 · 2023

Lumina Foundation for Education, Inc. Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
48
Participants Small participant base
74th
Percentile by assets National rank
$461,529
Avg per participant High balance/head
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Official DOL plan name: Lumina Foundation for Education, Inc. Pension Plan · Sponsored by Lumina Foundation for Education, Inc. · Indiana · Educational Services

$22M in assets, 48 participants

Lumina Foundation for Education, Inc.'s Lumina Foundation for Education, Inc. Pension Plan reported $22M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,161 in Educational Services (3,735 peers)

Lumina Foundation for Education, Inc. multi-year trail

Lumina Foundation for Education, Inc.'s plans moved +29.6% in assets from 2022 to 2024; this filing shows Lumina Foundation for Education, Inc. Pension Plan at $22M / 48 participants.

#2,161
in Educational Services (3,735 peers)
+13.6%
assets growth YoY

Lumina Foundation for Education, Inc. Pension Plan's outsized position by total assets

Lumina Foundation for Education, Inc. Pension Plan vs every filed plan by assets

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

$22,153,412 Top 26% higher than 74% 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

Lumina Foundation for Education, Inc. Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lumina Foundation for Education, Inc. Pension Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lumina Foundation for Education, Inc. Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lumina Foundation for Education, Inc. Pension Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Lumina Foundation for Education, Inc. Pension Plan reported participants rose from 47 in the plan year 2022 filing to 48 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351813228 · Lumina Foundation for Education, Inc. PY 2023 · Defined Benefit (Pension)

Lumina Foundation for Education, Inc. Pension Plan · $22M · 48 · 74th

  • PHOTO $22M
  • IND 48
  • EOY 74th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Iowa Carpenters Heavy Highway/Teamsters Jt. Council #45 Pension Plan
  • PCT ind #2161

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 Educational Services retirement plans → · Plans in Indiana →

Lumina Foundation for Education, Inc. Pension Plan in the asset neighbourhood

Employees' Retirement Plan of Houston Fuel Oil Terminal CompanyEmployees' Retirement Plan o…$22MChadbourne & Parke Pension Plan and Trust AgreementChadbourne & Parke Pension P…$22MIowa Carpenters Heavy Highway/Teamsters Jt. Council #45 Pension PlanIowa Carpenters Heavy Highwa…$22MLumina Foundation for Education, Inc. Pension PlanLumina Foundation for Educat…$22MLos Angeles Turf Club, Incorporated Retirement Income PlanLos Angeles Turf Club, Incor…$22M
End-of-year total assets ($M) among Lumina Foundation for Education, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Lumina Foundation for Education, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lumina Foundation for Education, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 29.57149254282217% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.6M $47.4M ▲ +29.6%
Year Plans Participants Total Assets
2022 2 91 $37M
2023 2 99 $42M
2024 2 103 $47M

Lumina Foundation for Education, Inc. filing trail (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN351813228
Plan Effective Date1979-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lumina Foundation for Education, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Lumina Foundation for Education, Inc. Pension Plan, Total assets ($B): 0.022153412 · Participants: 48Lumina Foundation for Education, Inc. Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Lumina Foundation for Education, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Lumina Foundation for Education, Inc. Pension Plan side-by-side with 3 peers →

Lumina Foundation for Education, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Iowa Carpenters Heavy Highway/Teamsters Jt. Council #45 Pension Plan in IA ($22M); by covered participants it is Employees' Retirement Plan of the Kensico Cemetery in NY (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Lumina Foundation for Education, Inc. Pension Plan assets move in 2023? ▼
Lumina Foundation for Education, Inc. Pension Plan grew at a solid clip - up 13.6% during 2023, from $20M to $22M. Reported net income was $3M.
How have Lumina Foundation for Education, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumina Foundation for Education, Inc.'s sponsor-wide assets grew 29.6%, from $37M to $47M.
Which Defined Benefit (Pension) plans are similar in size to Lumina Foundation for Education, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Iowa Carpenters Heavy Highway/Teamsters Jt. Council #45 Pension Plan in IA ($22M, 109 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lumina Foundation for Education, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of the Kensico Cemetery in NY (48 participants, $19M 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 351813228.

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.