401(k) · DOL Form 5500 · 2023
Lukins & Annis, P.S. 401(k) Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 55
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $744,976
- Avg per participant High balance/head
Official DOL plan name: Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust · Sponsored by Lukins & Annis, P.S. · Washington · Professional & Technical Services
$41M in assets, 55 participants
Lukins & Annis, P.S.'s Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust reported $41M in total assets and 55 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #17,094 in Professional & Technical Services (20,321 peers)
Where Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust sits by assets
Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $41M for 55 participants (~$744,976/participant), up 16.3% in 2023.
- #17,094
- in Professional & Technical Services (20,321 peers)
- +16.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$40,973,660 Top 17% higher than 83% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust is a small filing (55 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust reported net income rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $35M in the plan year 2022 filing to $41M in the plan year 2023 filing.
- Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust reported participants fell from 57 in the plan year 2022 filing to 55 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 910851326 · Lukins & Annis, P.S. PY 2023 · 401(k)
Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust · $41M · 55 · 83rd
- PHOTO $41M
- PHOTO 55
- PHOTO 83rd
- PHOTO 401(k)
- PHOTO near Jack Entertainment Retirement Plan
- PHOTO ind #17094
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 Washington →
Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $6M |
| Employer EIN | 910851326 |
| Plan Effective Date | 1971-06-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lukins & Annis, P.S.)
Sponsor-wide plan assets over time
All Lukins & Annis, P.S. plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 22.398879292905193% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 57 | $35M |
| 2023 | 1 | 55 | $41M |
| 2024 | 1 | 50 | $43M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Jack Entertainment Retirement Plan in OH ($41M); by covered participants it is Verico Technology LLC 401(k) Plan in NH (55 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Jack Entertainment Retirement Plan (OH) $41M · 1,438
- Orthopedic Associates of Lancaster, Ltd. 401(k) Profit Sharing Plan (PA) $41M · 246
- Day Automation Systems, Inc. 401(k) Plan (NY) $41M · 191
- Cmbs Profit Sharing 401(k) Plan (CA) $41M · 295
Similar participant headcount
Nearest other-state filings by covered participants (55 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.