Money Purchase · DOL Form 5500 · 2024
Lucas Limited Money Purchase Plan
Data updated 2026-08-11
- $9M
- Total assets
- 3
- Participants
- 55th
- Percentile by assets
- $3.1M
- Avg per participant
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.
- 55th percentile by assets (of 123,622 plans)
- #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.
- $9M
- total plan assets (2024 EOY)
- 3
- covered participants
- 55th
- percentile by assets (of 123,622 plans)
- $3.1M
- avg assets per participant
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.
Lucas Limited across 3 plan years on file
Across the 3 plan years Lucas Limited has on file (2022-2024), sponsor-wide plan assets have moved from $8M to $9M, a gain of 25.8%, while reported participants moved from 3 to 3 (+0.0%). Peak year by sponsor assets: 2024 ($9M); trough: 2022 ($8M).
Lucas Limited multi-year asset trail
| 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 EIN | 952118990 |
| Plan Effective Date | 1962-01-01 |
| Filing Status | FILING 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
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Lucas Limited Money Purchase Pension Plan by total assets, not by location.
- Fidelity Money Purchase Plan (IA) $9M · 247
- United Teamster Annuity Fund (NY) $9M · 992
- Larkin & Associates PLLC Keogh Plan (MI) $10M · 7
- National Production Workers Union Severance Trust Fund (IL) $10M · N/A
Frequently Asked Questions
How did Lucas Limited Money Purchase Pension Plan assets move in 2024? ▼
How have Lucas Limited plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Lucas Limited Money Purchase Pension Plan? ▼
Next read for Lucas Limited Money Purchase Pension Pla…
Multi-year trail
Ways to act on Lucas Limited Money Purchase Pension Plan's numbers.
- By total assets, Lucas Limited Money Purchase Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Lucas Limited's sponsor-wide assets have grown 25.8% since 2022 across 3 plan years on file. More Real Estate plans