401(k) · DOL Form 5500 · 2023

Luma Energy, LLC 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
3,216
Participants Above avg headcount
86th
Percentile by assets National rank
$16,162
Avg per participant Low balance/head
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Official DOL plan name: Luma Energy 401 (K) Pr Retirement Savings Plan · Sponsored by Luma Energy, LLC · Puerto Rico · Utilities

$52M in assets, 3,216 participants

Luma Energy, LLC's Luma Energy 401 (K) Pr Retirement Savings Plan reported $52M in total assets and 3,216 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #379 in Utilities (721 peers)

Coverage in Puerto Rico

Luma Energy 401 (K) Pr Retirement Savings Plan covers 3,216 participants in Puerto Rico, 36x the typical Puerto Rico plan (state average ~89 per filing). Assets: $52M.

#379
in Utilities (721 peers)
+96.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Luma Energy 401 (K) Pr Retirement Savings Plan's outsized position by total assets

Luma Energy 401 (K) Pr Retirement Savings Plan vs every filed plan by assets

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

$51,978,365 Top 14% higher than 86% 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

Luma Energy 401 (K) Pr Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Luma Energy 401 (K) Pr Retirement Savings Plan lands in the large band (3,216 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Luma Energy 401 (K) Pr Retirement Savings Plan end-of-year assets rose from $26M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Luma Energy 401 (K) Pr Retirement Savings Plan reported net income rose from $17M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Luma Energy 401 (K) Pr Retirement Savings Plan reported participants rose from 2,945 in the plan year 2022 filing to 3,216 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660940278 · Luma Energy, LLC PY 2023 · 401(k)

Luma Energy 401 (K) Pr Retirement Savings Plan · $52M · 3,216 · 86th

  • NET $52M
  • BOOK 3,216
  • VS-ST 86th
  • BOY 401(k)
  • SCH near Image First Holdings, LLC Retirement Savings Plan
  • EBSA ind #379

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 Utilities retirement plans → · Plans in Puerto Rico →

Luma Energy 401 (K) Pr Retirement Savings Plan in the asset neighbourhood

Habush Habush & Rottier, S.C. 401(k) Savings PlanHabush Habush & Rottier, S.C…$52MLuma Energy 401 (K) Pr Retirement Savings PlanLuma Energy 401 (K) Pr Retir…$52MImage First Holdings, LLC Retirement Savings PlanImage First Holdings, LLC Re…$52MW. E. Aubuchon Co., Inc. 401(k) Retirement PlanW. E. Aubuchon Co., Inc. 401…$52MNew England Orthopedic Surgeons, Inc. 401(k) Plan & TrustNew England Orthopedic Surge…$52M
End-of-year total assets ($M) among Luma Energy 401 (K) Pr Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$52M
Net Income$26M
Employer EIN660940278
Plan Effective Date2020-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Luma Energy, LLC)

Sponsor-wide plan assets over time

All Luma Energy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$76M 186.3607110910041% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $26.4M $75.7M ▲ +186.3%
Year Plans Participants Total Assets
2022 1 2,945 $26M
2023 1 3,216 $52M
2024 1 2,631 $76M

Nearby 401(k) Plans in Puerto Rico

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

Luma Energy 401 (K) Pr Retirement Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 0100200300400500 Total assets ($M) Participants Luma Energy 401 (K) Pr Retirement Savings Plan, Total assets ($M): 51.978365 · Participants: 3216Luma Energy 401 (K) Pr Retirement Savings PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 385.326556 · Participants: 87Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 224.042082 · Participants: 679Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 187.642756 · Participants: 1601Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 149.554638 · Participants: 867Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 142.903396 · Participants: 2875Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
Luma Energy 401 (K) Pr Retirement Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Luma Energy 401 (K) Pr Retirement Savings Plan side-by-side with 3 peers →

Luma Energy 401 (K) Pr Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Image First Holdings, LLC Retirement Savings Plan in PA ($52M); by covered participants it is Employee Savings Plan for Evergreen Packaging in IL (3,215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,216 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 Luma Energy 401 (K) Pr Retirement Savings Plan assets move in 2023? ▼
Luma Energy 401 (K) Pr Retirement Savings Plan surged - up 96.7% during 2023, from $26M to $52M. Reported net income was $26M.
How have Luma Energy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luma Energy, LLC's sponsor-wide assets grew 186.4%, from $26M to $76M.
Where does Luma Energy 401 (K) Pr Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Luma Energy 401 (K) Pr Retirement Savings Plan ranks in the 86th 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 Luma Energy 401 (K) Pr Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Image First Holdings, LLC Retirement Savings Plan in PA ($52M, 3,557 participants).
Which 401(k) plans cover a similar participant headcount to Luma Energy 401 (K) Pr Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Savings Plan for Evergreen Packaging in IL (3,215 participants, $362M 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 660940278.

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.