Profit Sharing · DOL Form 5500 · 2024
Lucci Investments Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $259,874
- Avg per participant Above avg balance/head
Official DOL plan name: Lucci Investments Inc. Retirement Plan · Sponsored by Lucci Investments Inc. · Illinois · Construction
$1M in assets, 4 participants
Lucci Investments Inc.'s Lucci Investments Inc. Retirement Plan reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #1,990 in Construction (9,039 peers)
Lucci Investments Inc. multi-year trail
Lucci Investments Inc.'s plans moved +62.6% in assets from 2022 to 2024; this filing shows Lucci Investments Inc. Retirement Plan at $1M / 4 participants.
- #1,990
- in Construction (9,039 peers)
- -16.1%
- assets change YoY
The plan reported a net loss of $199K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lucci Investments Inc. Retirement Plan among the smaller filed plans by assets
Lucci Investments Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,039,495 23rd percentile higher than 23% 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
Lucci Investments Inc. 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. Lucci Investments Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lucci Investments Inc. Retirement Plan reported net income fell from $599K in the plan year 2023 filing to -$199K in the plan year 2024 filing.
- Lucci Investments Inc. Retirement Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Lucci Investments Inc. Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 821792658 · Lucci Investments Inc. PY 2024 · Profit Sharing
Lucci Investments Inc. Retirement Plan · $1M · 4 · 23rd
- EOY $1M
- 5500 4
- ASSETS 23rd
- PCT Profit Sharing
- EIN near Sam Goldberger, M.D. Profit Sharing Plan
- RANK ind #1990
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 Construction retirement plans → · Plans in Illinois →
Lucci Investments Inc. Retirement Plan in the asset neighbourhood
Lucci Investments Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Lucci Investments Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 62.5780832116012% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $639K |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 4 | $1M |
Lucci Investments Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$199K |
| Employer EIN | 821792658 |
| Plan Effective Date | 2017-06-07 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.8B · 18,584
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.5B · 24,278
- Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $2.0B · 15,593
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.4B · 16,059
Lucci Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Sam Goldberger, M.D. Profit Sharing Plan in MA ($1M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.