401(k) · DOL Form 5500 · 2023

Luckett & Farley Holding Company, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
67
Participants Small participant base
55th
Percentile by assets National rank
$125,306
Avg per participant Near avg balance/head
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Official DOL plan name: Luckett & Farley 401(k) Plan · Sponsored by Luckett & Farley Holding Company, Inc. · Kentucky · Professional & Technical Services

$8M in assets, 67 participants

Luckett & Farley Holding Company, Inc.'s Luckett & Farley 401(k) Plan reported $8M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,839 in Professional & Technical Services (20,321 peers)

2023 asset change

Luckett & Farley 401(k) Plan pulled back noticeably 10.6% in 2023 ($9M → $8M) for 67 participants.

#10,839
in Professional & Technical Services (20,321 peers)
-10.6%
assets change YoY

The plan reported a net loss of $998K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Luckett & Farley 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Luckett & Farley 401(k) Plan vs every filed plan by assets

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

$8,395,483 Top 45% higher than 55% 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

Luckett & Farley 401(k) 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. Luckett & Farley 401(k) Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Luckett & Farley 401(k) Plan reported net income fell from -$679K in the plan year 2022 filing to -$998K in the plan year 2023 filing.
  • Luckett & Farley 401(k) Plan reported participants fell from 82 in the plan year 2022 filing to 67 in the plan year 2023 filing.
  • Luckett & Farley 401(k) Plan end-of-year assets fell from $9M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 461647927 · Luckett & Farley Holding Company, Inc. PY 2023 · 401(k)

Luckett & Farley 401(k) Plan · $8M · 67 · 55th

  • EOY $8M
  • 5500 67
  • ASSETS 55th
  • PCT 401(k)
  • EIN near Central Dermatology Center PA 401(k) Profit Sharing Plan
  • RANK ind #10839

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 Professional & Technical Services retirement plans → · Plans in Kentucky →

Luckett & Farley 401(k) Plan in the asset neighbourhood

Luckett & Farley 401(k) Plan$8MCentral Dermatology Center PA 401(k) Profit Sharing PlanCentral Dermatology Center P…$8MCommercial Alliance 401(k) PlanCommercial Alliance 401(k) P…$8MUrsa Major Technologies 401(k) PlanUrsa Major Technologies 401(…$8MC. Cowles & Company 401(k) PlanC. Cowles & Company 401(k) P…$8M
End-of-year total assets ($M) among Luckett & Farley 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Luckett & Farley Holding Company, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Luckett & Farley Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 2.1510317511316237% vs 2022
2024 filing year
$19M$19.5M$20M$20.5M 202220232024 $19.9M $20.3M ▲ +2.1%
Year Plans Participants Total Assets
2022 2 164 $20M
2023 2 134 $19M
2024 2 155 $20M

2023 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$998K
Employer EIN461647927
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Luckett & Farley 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Luckett & Farley 401(k) Plan, Total assets ($B): 0.008395483 · Participants: 67Luckett & Farley 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Luckett & Farley 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Luckett & Farley 401(k) Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Central Dermatology Center PA 401(k) Profit Sharing Plan in NC ($8M); by covered participants it is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Luckett & Farley 401(k) Plan assets move in 2023? ▼
Luckett & Farley 401(k) Plan pulled back noticeably - down 10.6% during 2023, from $9M to $8M. Reported net income was -$998K.
How have Luckett & Farley Holding Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luckett & Farley Holding Company, Inc.'s sponsor-wide assets grew 2.2%, from $20M to $20M.
Which 401(k) plans are similar in size to Luckett & Farley 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Central Dermatology Center PA 401(k) Profit Sharing Plan in NC ($8M, 78 participants).
Which 401(k) plans cover a similar participant headcount to Luckett & Farley 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 participants, N/A 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 461647927.

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.