401(k) · DOL Form 5500 · 2023

Lumio Hx, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
1,416
Participants Near avg headcount
59th
Percentile by assets National rank
$7,157
Avg per participant Low balance/head
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Official DOL plan name: Lumio Hx, Inc. 401(k) Retirement Plan · Sponsored by Lumio Hx, Inc. · Utah · Construction

$10M in assets, 1,416 participants

Lumio Hx, Inc.'s Lumio Hx, Inc. 401(k) Retirement Plan reported $10M in total assets and 1,416 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,166 in Construction (9,030 peers)

Coverage in Utah

Lumio Hx, Inc. 401(k) Retirement Plan covers 1,416 participants in Utah, 2.4x the typical Utah plan (state average ~592 per filing). Assets: $10M.

#5,166
in Construction (9,030 peers)
+77.7%
assets growth YoY

Lumio Hx, Inc. 401(k) Retirement Plan's mid-pack asset rank among Construction and all filers

Lumio Hx, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$10,133,766 Top 41% higher than 59% 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

Lumio Hx, Inc. 401(k) Retirement 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. Lumio Hx, Inc. 401(k) Retirement Plan lands in the large band (1,416 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lumio Hx, Inc. 401(k) Retirement Plan reported participants rose from 569 in the plan year 2022 filing to 1,416 in the plan year 2023 filing.
  • Lumio Hx, Inc. 401(k) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Lumio Hx, Inc. 401(k) Retirement Plan reported net income fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 873547401 · Lumio Hx, Inc. PY 2023 · 401(k)

Lumio Hx, Inc. 401(k) Retirement Plan · $10M · 1,416 · 59th

  • TYPE $10M
  • NET 1,416
  • BOOK 59th
  • VS-ST 401(k)
  • BOY near Accelerate Diagnostics, Inc. 401(k) Plan
  • SCH ind #5166

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 Construction retirement plans → · Plans in Utah →

Lumio Hx, Inc. 401(k) Retirement Plan in the asset neighbourhood

Lumio Hx, Inc. 401(k) Retirement PlanLumio Hx, Inc. 401(k) Retire…$10MAccelerate Diagnostics, Inc. 401(k) PlanAccelerate Diagnostics, Inc.…$10MHf Group LLC 401(k) Plan$10MIvy Hill Retirement Savings PlanIvy Hill Retirement Savings …$10MAndersen Interior Contracting, Inc. 401(k) PlanAndersen Interior Contractin…$10M
End-of-year total assets ($M) among Lumio Hx, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN873547401
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lumio Hx, Inc.)

Sponsor-wide plan assets over time

All Lumio Hx, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 91.75091555601865% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.41M $10.4M ▲ +91.9%
Year Plans Participants Total Assets
2022 1 569 $5M
2023 1 1,416 $10M
2024 1 634 $10M

Nearby 401(k) Plans in Utah

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

Lumio Hx, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Lumio Hx, Inc. 401(k) Retirement Plan, Total assets ($B): 0.010133766 · Participants: 1416Lumio Hx, Inc. 401(k) Retirement PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Lumio Hx, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Lumio Hx, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Lumio Hx, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Accelerate Diagnostics, Inc. 401(k) Plan in AZ ($10M); by covered participants it is Creative Planning Companies Employer Retirement Contribution Plan in KS (1,416 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,416 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 Lumio Hx, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Lumio Hx, Inc. 401(k) Retirement Plan surged - up 77.7% during 2023, from $6M to $10M. Reported net income was $4M.
How have Lumio Hx, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumio Hx, Inc.'s sponsor-wide assets grew 91.8%, from $5M to $10M.
Which 401(k) plans are similar in size to Lumio Hx, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Accelerate Diagnostics, Inc. 401(k) Plan in AZ ($10M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Lumio Hx, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Planning Companies Employer Retirement Contribution Plan in KS (1,416 participants, $199M 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 873547401.

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.