401(k) · DOL Form 5500 · 2024

Lumibility, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
180
Participants Small participant base
43rd
Percentile by assets National rank
$29,508
Avg per participant Low balance/head
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Official DOL plan name: Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc. · Sponsored by Lumibility, Inc. · Connecticut · Other Services

$5M in assets, 180 participants

Lumibility, Inc.'s Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc. reported $5M in total assets and 180 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #5,014 in Other Services (7,719 peers)

Coverage in Connecticut

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc. covers 180 participants in Connecticut, about 25% of the average Connecticut filer (state average ~718 per filing). Assets: $5M.

#5,014
in Other Services (7,719 peers)
+16.2%
assets growth YoY

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc.'s mid-pack asset rank among Other Services and all filers

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc. vs every filed plan by assets

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

$5,311,477 43rd percentile higher than 43% 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

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc. among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc. sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc. reported participants rose from 142 in the plan year 2023 filing to 180 in the plan year 2024 filing.
  • Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc. end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc. reported net income fell from $886K in the plan year 2023 filing to $827K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 066011353 · Lumibility, Inc. PY 2024 · 401(k)

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc. · $5M · 180 · 43rd

  • EIN $5M
  • RANK 180
  • PHOTO 43rd
  • IND 401(k)
  • EOY near 1915 South Co. 401(k) Plan
  • 5500 ind #5014

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 Connecticut →

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc. in the asset neighbourhood

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc.Safe-Harbor 401(k) Profit Sh…$5M1915 South Co. 401(k) Plan$5MBside Capital Retirement Savings PlanBside Capital Retirement Sav…$5MAlternatives, Inc. 401(k) PlanAlternatives, Inc. 401(k) Pl…$5MSykes-Mallia Associates, Inc. 401(k) PlanSykes-Mallia Associates, Inc…$5M
End-of-year total assets ($M) among Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$827K
Employer EIN066011353
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lumibility, Inc.)

Sponsor-wide plan assets over time

All Lumibility, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 47.58366305821682% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.6M $5.31M ▲ +47.5%
Year Plans Participants Total Assets
2022 1 136 $4M
2023 1 142 $5M
2024 1 180 $5M

Nearby 401(k) Plans in Connecticut

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

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc. vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc., Total assets ($B): 0.005311477 · Participants: 180Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc.Rtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc. vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc. side-by-side with 3 peers →

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is 1915 South Co. 401(k) Plan in GA ($5M); by covered participants it is Costello, Inc. 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc. assets move in 2024? ▼
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc. grew sharply - up 16.2% during 2024, from $5M to $5M. Reported net income was $827K.
How have Lumibility, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumibility, Inc.'s sponsor-wide assets grew 47.6%, from $4M to $5M.
Which 401(k) plans are similar in size to Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is 1915 South Co. 401(k) Plan in GA ($5M, 591 participants).
Which 401(k) plans cover a similar participant headcount to Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lumibility, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Costello, Inc. 401(k) Plan in TX (180 participants, N/A 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 066011353.

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.