401(k) · DOL Form 5500 · 2024

Joseph C. Lu Engineering, P.C. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
71
Participants Small participant base
56th
Percentile by assets National rank
$139,882
Avg per participant Near avg balance/head
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Official DOL plan name: Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan · Sponsored by Joseph C. Lu Engineering, P.C. · New York · Professional & Technical Services

$10M in assets, 71 participants

Joseph C. Lu Engineering, P.C.'s Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan reported $10M in total assets and 71 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,861 in Professional & Technical Services (20,173 peers)

Joseph C. Lu Engineering, P.C. multi-year trail

Joseph C. Lu Engineering, P.C.'s plans moved +40.7% in assets from 2022 to 2024; this filing shows Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan at $10M / 71 participants.

#10,861
in Professional & Technical Services (20,173 peers)
+16.2%
assets growth YoY

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan vs every filed plan by assets

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

$9,931,593 Top 44% higher than 56% 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

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan reported participants rose from 65 in the plan year 2023 filing to 71 in the plan year 2024 filing.
  • Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 161174578 · Joseph C. Lu Engineering, P.C. PY 2024 · 401(k)

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan · $10M · 71 · 56th

  • BOY $10M
  • BOY 71
  • BOY 56th
  • BOY 401(k)
  • BOY near Playworks 401(k) Plan
  • BOY ind #10861

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 New York →

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan in the asset neighbourhood

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) PlanJoseph C. Lu Engineering & L…$10MPlayworks 401(k) Plan$10MLynch Aluminum Manufacturing Co. Profit Sharing Plan and TrustLynch Aluminum Manufacturing…$10MBargain Barn, Inc. Profit Sharing PlanBargain Barn, Inc. Profit Sh…$10MBattle Resource Management, Inc. 401(k) Profit Sharing PlanBattle Resource Management, …$10M
End-of-year total assets ($M) among Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Joseph C. Lu Engineering, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Joseph C. Lu Engineering, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 40.73573855068841% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.06M $9.93M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 68 $7M
2023 1 65 $9M
2024 1 71 $10M

Joseph C. Lu Engineering, P.C. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN161174578
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan, Total assets ($B): 0.009931593 · Participants: 71Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan side-by-side with 3 peers →

Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Playworks 401(k) Plan in CA ($10M); by covered participants it is Council of Chief State School Officers 401(k) and Profit Sharing Plan in DC (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan assets move in 2024? ▼
Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan grew sharply - up 16.2% during 2024, from $9M to $10M. Reported net income was $1M.
How have Joseph C. Lu Engineering, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph C. Lu Engineering, P.C.'s sponsor-wide assets grew 40.7%, from $7M to $10M.
Which 401(k) plans are similar in size to Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Playworks 401(k) Plan in CA ($10M, 317 participants).
Which 401(k) plans cover a similar participant headcount to Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Council of Chief State School Officers 401(k) and Profit Sharing Plan in DC (71 participants, $21M 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 161174578.

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.