401(k) · DOL Form 5500 · 2024

Lupero Inc. 401(k) Plan

Data updated 2026-08-25

$548K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$548,467
Avg per participant High balance/head
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Official DOL plan name: Lupero Retirement Plan · Sponsored by Lupero Inc. · Pennsylvania · Other Services

$548K in assets, 1 participants

Lupero Inc.'s Lupero Retirement Plan reported $548K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #3,005 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Lupero Retirement Plan ranks #3,005 of 7,719 2024 filers by assets (3659% of the sector average)-$548K for 1 participant.

#3,005
in Other Services (7,719 peers)
+4.8%
assets growth YoY

Lupero Retirement Plan among the smaller filed plans by assets

Lupero Retirement Plan vs every filed plan by assets

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

$548,467 18th percentile higher than 18% 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

Lupero Retirement 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. Lupero Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lupero Retirement Plan reported net income rose from $16K in the plan year 2023 filing to $25K in the plan year 2024 filing.
  • Lupero Retirement Plan end-of-year assets rose from $523K in the plan year 2023 filing to $548K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 811676391 · Lupero Inc. PY 2024 · 401(k)

Lupero Retirement Plan · $548K · 1 · 18th

  • RANK $548K
  • RANK 1
  • RANK 18th
  • RANK 401(k)
  • RANK near S.a. Graham Company, Inc. 401(k) Plan
  • RANK ind #3005

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 Other Services retirement plans → · Plans in Pennsylvania →

Lupero Retirement Plan in the asset neighbourhood

Lupero Retirement Plan$548KS.a. Graham Company, Inc. 401(k) PlanS.a. Graham Company, Inc. 40…$549KRed Bluff Sand & Gravel, LLC Profit Sharing, Salary Deduction and Thrift PlanRed Bluff Sand & Gravel, LLC…$549KDal Automation Inc 401(k) PlanDal Automation Inc 401(k) Pl…$548KTranscend Group Retirement PlanTranscend Group Retirement P…$548K
End-of-year total assets ($M) among Lupero Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$523K
Net Assets (End of Year)$548K
Net Income$25K
Employer EIN811676391
Plan Effective Date2016-02-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Lupero Inc.)

Sponsor-wide plan assets over time

All Lupero Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$548K 8.24956727172967% vs 2022
2024 filing year
$0.5M$0.52M$0.54M$0.56M 202220232024 $0.51M $0.55M ▲ +7.8%
Year Plans Participants Total Assets
2022 1 1 $507K
2023 1 1 $523K
2024 1 1 $548K

Nearby 401(k) Plans in Pennsylvania

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

Lupero Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Lupero Retirement Plan, Total assets ($B): 0.000548467 · Participants: 1Lupero Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Lupero Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

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

Outside Pennsylvania, the nearest 401(k) by assets is S.a. Graham Company, Inc. 401(k) Plan in AL ($549K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Lupero Retirement Plan assets move in 2024?
Lupero Retirement Plan edged up modestly - up 4.8% during 2024, from $523K to $548K. Reported net income was $25K.
How have Lupero Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lupero Inc.'s sponsor-wide assets grew 8.2%, from $507K to $548K.
Where does Lupero Retirement Plan rank by assets among Form 5500 filers?
Lupero Retirement Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Lupero Retirement Plan?
Among 401(k) plans in other states, the closest by assets is S.a. Graham Company, Inc. 401(k) Plan in AL ($549K, 55 participants).
Which 401(k) plans cover a similar participant headcount to Lupero Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).