401(k) · DOL Form 5500 · 2023

Lurin Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
380
Participants Below avg headcount
41st
Percentile by assets National rank
$10,706
Avg per participant Low balance/head
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Official DOL plan name: Lurin 401(k) Plan · Sponsored by Lurin Advisors, LLC · Texas · Real Estate

$4M in assets, 380 participants

Lurin Advisors, LLC's Lurin 401(k) Plan reported $4M in total assets and 380 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,856 in Real Estate (4,727 peers)

Lurin Advisors, LLC multi-year trail

Lurin Advisors, LLC's plans moved +28.0% in assets from 2022 to 2023; this filing shows Lurin 401(k) Plan at $4M / 380 participants.

#2,856
in Real Estate (4,727 peers)
+28.0%
assets growth YoY

Lurin 401(k) Plan's mid-pack asset rank among Real Estate and all filers

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

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

$4,068,468 41st percentile higher than 41% 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

Lurin 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. Lurin 401(k) Plan sits mid-pack in the medium band (380 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lurin 401(k) Plan reported net income fell from $2M in the plan year 2022 filing to $891K in the plan year 2023 filing.
  • Lurin 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Lurin 401(k) Plan reported participants rose from 327 in the plan year 2022 filing to 380 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 812725568 · Lurin Advisors, LLC PY 2023 · 401(k)

Lurin 401(k) Plan · $4M · 380 · 41st

  • TYPE $4M
  • TYPE 380
  • TYPE 41st
  • TYPE 401(k)
  • TYPE near Acuitycfo 401(k) Plan
  • TYPE ind #2856

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 Real Estate retirement plans → · Plans in Texas →

Lurin 401(k) Plan in the asset neighbourhood

Lurin 401(k) Plan$4MAcuitycfo 401(k) Plan$4MPpfa Retirement Plan$4MFaulkner Banfield 401(k) Plan$4MJet Midwest, Inc. 401(k) Ps Plan & TrustJet Midwest, Inc. 401(k) Ps …$4M
End-of-year total assets ($M) among Lurin 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lurin Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lurin Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 28.024111580884437% vs 2022
2023 filing year
$3M$3.5M$4M$4.5M 20222023 $3.18M $4.07M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 327 $3M
2023 1 380 $4M

Lurin Advisors, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$891K
Employer EIN812725568
Plan Effective Date2022-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Lurin 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lurin 401(k) Plan, Total assets ($B): 0.004068468 · Participants: 380Lurin 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Lurin 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lurin 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Acuitycfo 401(k) Plan in GA ($4M); by covered participants it is Midwest Radiology P.a. Profit Sharing Plan in MN (380 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (380 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 Lurin 401(k) Plan assets move in 2023? ▼
Lurin 401(k) Plan grew sharply - up 28.0% during 2023, from $3M to $4M. Reported net income was $891K.
How have Lurin Advisors, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Lurin Advisors, LLC's sponsor-wide assets grew 28.0%, from $3M to $4M.
Which 401(k) plans are similar in size to Lurin 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Acuitycfo 401(k) Plan in GA ($4M, 85 participants).
Which 401(k) plans cover a similar participant headcount to Lurin 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Midwest Radiology P.a. Profit Sharing Plan in MN (380 participants, $275M 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 812725568.

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.