401(k) · DOL Form 5500 · 2024
Lucy Design Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $410K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $409,763
- Avg per participant High balance/head
Official DOL plan name: Lucy Design Associates 401(k) Profit Sharing Plan · Sponsored by Lucy Design Associates, Inc. · Alabama · Professional & Technical Services
$410K in assets, 1 participants
Lucy Design Associates, Inc.'s Lucy Design Associates 401(k) Profit Sharing Plan reported $410K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 16th 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.
- #2,488 in Professional & Technical Services (20,173 peers)
Lucy Design Associates, Inc. multi-year trail
Lucy Design Associates, Inc.'s plans moved +41.1% in assets from 2022 to 2024; this filing shows Lucy Design Associates 401(k) Profit Sharing Plan at $410K / 1 participant.
- #2,488
- in Professional & Technical Services (20,173 peers)
- +5.4%
- assets growth YoY
Lucy Design Associates 401(k) Profit Sharing Plan among the smaller filed plans by assets
Lucy Design Associates 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$409,763 16th percentile higher than 16% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Lucy Design Associates 401(k) Profit Sharing 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. Lucy Design Associates 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lucy Design Associates 401(k) Profit Sharing Plan reported net income fell from $98K in the plan year 2023 filing to $21K in the plan year 2024 filing.
- Lucy Design Associates 401(k) Profit Sharing Plan end-of-year assets rose from $389K in the plan year 2023 filing to $410K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 274017134 · Lucy Design Associates, Inc. PY 2024 · 401(k)
Lucy Design Associates 401(k) Profit Sharing Plan · $410K · 1 · 16th
- PCT $410K
- EIN 1
- RANK 16th
- PHOTO 401(k)
- IND near Plymouth Canaan 401(k)Plan
- EOY ind #2488
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 Alabama →
Lucy Design Associates 401(k) Profit Sharing Plan in the asset neighbourhood
Lucy Design Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Lucy Design Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $410K 41.145246682029395% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $290K |
| 2023 | 1 | 1 | $389K |
| 2024 | 1 | 1 | $410K |
Lucy Design Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $389K |
|---|---|
| Net Assets (End of Year) | $410K |
| Net Income | $21K |
| Employer EIN | 274017134 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
Lucy Design Associates 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Plymouth Canaan 401(k)Plan in NC ($410K); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($410K here).
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.