401(k) · DOL Form 5500 · 2024

Lucchese, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
648
Participants Below avg headcount
48th
Percentile by assets National rank
$10,645
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lucchese Inc. Ee Investment Plan · Sponsored by Lucchese, Inc. · Texas · Manufacturing

$7M in assets, 648 participants

Lucchese, Inc.'s Lucchese Inc. Ee Investment Plan reported $7M in total assets and 648 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,672 in Manufacturing (17,777 peers)

Lucchese, Inc. multi-year trail

Lucchese, Inc.'s plans moved +58.1% in assets from 2022 to 2024; this filing shows Lucchese Inc. Ee Investment Plan at $7M / 648 participants.

#5,672
in Manufacturing (17,777 peers)
+19.4%
assets growth YoY

Lucchese Inc. Ee Investment Plan's mid-pack asset rank among Manufacturing and all filers

Lucchese Inc. Ee Investment Plan vs every filed plan by assets

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

$6,897,984 48th percentile higher than 48% 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

Lucchese Inc. Ee Investment Plan 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. Lucchese Inc. Ee Investment Plan sits mid-pack in the medium band (648 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lucchese Inc. Ee Investment Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Lucchese Inc. Ee Investment Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Lucchese Inc. Ee Investment Plan reported participants rose from 572 in the plan year 2023 filing to 648 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 752769176 · Lucchese, Inc. PY 2024 · 401(k)

Lucchese Inc. Ee Investment Plan · $7M · 648 · 48th

  • EOY $7M
  • 5500 648
  • ASSETS 48th
  • PCT 401(k)
  • EIN near C. Harper Chevrolet, Inc. 401(k) Profit Sharing Plan
  • RANK ind #5672

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 Manufacturing retirement plans → · Plans in Texas →

Lucchese Inc. Ee Investment Plan in the asset neighbourhood

Lucchese Inc. Ee Investment PlanLucchese Inc. Ee Investment …$7MC. Harper Chevrolet, Inc. 401(k) Profit Sharing PlanC. Harper Chevrolet, Inc. 40…$7MF&me Consultants, Inc. Employee Savings PlanF&me Consultants, Inc. Emplo…$7MWisconsin Coil Spring LLC 401(k) Profit Sharing PlanWisconsin Coil Spring LLC 40…$7MPinnacle Express, Inc. 401(k) Profit Sharing Plan and TrustPinnacle Express, Inc. 401(k…$7M
End-of-year total assets ($M) among Lucchese Inc. Ee Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lucchese, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lucchese, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 58.096602336158895% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.36M $6.9M ▲ +58.3%
Year Plans Participants Total Assets
2022 1 414 $4M
2023 1 572 $6M
2024 1 648 $7M

Lucchese, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN752769176
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Lucchese Inc. Ee Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lucchese Inc. Ee Investment Plan, Total assets ($B): 0.006897984 · Participants: 648Lucchese Inc. Ee Investment PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Lucchese Inc. Ee Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lucchese Inc. Ee Investment Plan side-by-side with 3 peers →

Lucchese Inc. Ee Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is C. Harper Chevrolet, Inc. 401(k) Profit Sharing Plan in PA ($7M); by covered participants it is Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico in OH (648 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (648 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 Lucchese Inc. Ee Investment Plan assets move in 2024? ▼
Lucchese Inc. Ee Investment Plan grew sharply - up 19.4% during 2024, from $6M to $7M. Reported net income was $1M.
How have Lucchese, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lucchese, Inc.'s sponsor-wide assets grew 58.1%, from $4M to $7M.
Which 401(k) plans are similar in size to Lucchese Inc. Ee Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is C. Harper Chevrolet, Inc. 401(k) Profit Sharing Plan in PA ($7M, 388 participants).
Which 401(k) plans cover a similar participant headcount to Lucchese Inc. Ee Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico in OH (648 participants, $52M 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 752769176.

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.