Money Purchase · DOL Form 5500 · 2024

Lucas Limited Money Purchase Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
3
Participants Small participant base
55th
Percentile by assets National rank
$3.1M
Avg per participant High balance/head
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Official DOL plan name: Lucas Limited Money Purchase Pension Plan · Sponsored by Lucas Limited · California · Real Estate

$9M in assets, 3 participants

Lucas Limited's Lucas Limited Money Purchase Pension Plan reported $9M in total assets and 3 participants in its 2024 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.

  • #3,345 in Real Estate (4,605 peers)

Lucas Limited multi-year trail

Lucas Limited's plans moved +25.8% in assets from 2022 to 2024; this filing shows Lucas Limited Money Purchase Pension Plan at $9M / 3 participants.

#3,345
in Real Estate (4,605 peers)
+11.5%
assets growth YoY

Lucas Limited Money Purchase Pension Plan's mid-pack asset rank among Real Estate and all filers

Lucas Limited Money Purchase Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,437,671 Top 45% higher than 55% of 123,620 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 2024

Lucas Limited Money Purchase Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lucas Limited Money Purchase Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lucas Limited Money Purchase Pension Plan reported participants rose from 1 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Lucas Limited Money Purchase Pension Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 952118990 · Lucas Limited PY 2024 · Money Purchase

Lucas Limited Money Purchase Pension Plan · $9M · 3 · 55th

  • NET $9M
  • NET 3
  • NET 55th
  • NET Money Purchase
  • NET near Fidelity Money Purchase Plan
  • NET ind #3345

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 California →

Lucas Limited Money Purchase Pension Plan in the asset neighbourhood

National Production Workers Union Severance Trust FundNational Production Workers …$10MLarkin & Associates PLLC Keogh PlanLarkin & Associates PLLC Keo…$10MFidelity Money Purchase Plan$9MLucas Limited Money Purchase Pension PlanLucas Limited Money Purchase…$9MUnited Teamster Annuity Fund$9M
End-of-year total assets ($M) among Lucas Limited Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Lucas Limited multi-year asset trail

Sponsor-wide plan assets over time

All Lucas Limited plans reported in each filing year

Latest sponsor-wide plan assets
$9M 25.797002040173805% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.5M $9.44M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 3 $8M
2023 1 1 $8M
2024 1 3 $9M

Lucas Limited filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$976K
Employer EIN952118990
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Lucas Limited Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Lucas Limited Money Purchase Pension Plan, Total assets ($B): 0.009437671 · Participants: 3Lucas Limited Money Purchase Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 7.903445624 · Participants: 18550The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.667619665 · Participants: 37013Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 5.016619293 · Participants: 19806University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.48261473 · Participants: 24741Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America - Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.321194427 · Participants: 23032Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan
Lucas Limited Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Lucas Limited Money Purchase Pension Plan side-by-side with 3 peers →

Lucas Limited Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Fidelity Money Purchase Plan in IA ($9M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lucas Limited Money Purchase Pension Plan assets move in 2024? ▼
Lucas Limited Money Purchase Pension Plan grew at a solid clip - up 11.5% during 2024, from $8M to $9M. Reported net income was $976K.
How have Lucas Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lucas Limited's sponsor-wide assets grew 25.8%, from $8M to $9M.
Which Money Purchase plans are similar in size to Lucas Limited Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Fidelity Money Purchase Plan in IA ($9M, 247 participants).
Which Money Purchase plans cover a similar participant headcount to Lucas Limited Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952118990.

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.