Other · DOL Form 5500 · 2024

Joseph a Rodrigues Retirement Plan

Data updated 2026-08-25

$70K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$70,364
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lucky View Enterprises 401(k) Profir Sharing · Sponsored by Joseph a Rodrigues · Michigan · Construction

$70K in assets, 1 participants

Joseph a Rodrigues's Lucky View Enterprises 401(k) Profir Sharing reported $70K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #375 in Construction (9,039 peers)

What the 2024 filing shows

Lucky View Enterprises 401(k) Profir Sharing holds $70K for 1 participant - about $70,364 per participant, among the smaller plans by assets on file.

#375
in Construction (9,039 peers)
+0.0%
assets growth YoY

Lucky View Enterprises 401(k) Profir Sharing among the smaller filed plans by assets

Lucky View Enterprises 401(k) Profir Sharing vs every filed plan by assets

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

$70,364 5th percentile higher than 5% 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

Lucky View Enterprises 401(k) Profir Sharing among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lucky View Enterprises 401(k) Profir Sharing is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 473671636 · Joseph a Rodrigues PY 2024 · Other

Lucky View Enterprises 401(k) Profir Sharing · $70K · 1 · 5th

  • 5500 $70K
  • 5500 1
  • 5500 5th
  • 5500 Other
  • 5500 near Fisher County Health Care Development 403b Plan
  • 5500 ind #375

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 Michigan →

Lucky View Enterprises 401(k) Profir Sharing in the asset neighbourhood

Lucky View Enterprises 401(k) Profir SharingLucky View Enterprises 401(k…$70KFisher County Health Care Development 403b PlanFisher County Health Care De…$70KManchester Educational Foundation 403b PlanManchester Educational Found…$70KFisher County Health Care Development 403b PlanFisher County Health Care De…$72KDavid Heller Keogh$68K
End-of-year total assets ($M) among Lucky View Enterprises 401(k) Profir Sharing and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$70K
Net Assets (End of Year)$70K
Employer EIN473671636
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joseph a Rodrigues)

Sponsor-wide plan assets over time

All Joseph a Rodrigues plans reported in each filing year

Latest sponsor-wide plan assets
$70K 0% vs 2022
2024 filing year
$0.07M 202220232024 $0.07M $0.07M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $70K
2023 1 1 $70K
2024 1 1 $70K

Nearby Other Plans in Michigan

Peer Other plans, same state, same plan type, ranked by total assets.

Lucky View Enterprises 401(k) Profir Sharing vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Lucky View Enterprises 401(k) Profir Sharing, Total assets ($B): 0.000070364 · Participants: 1Lucky View Enterprises 401(k) Profir SharingFca US LLC UAW Savings Plan, Total assets ($B): 5.195030475 · Participants: 44591Fca US LLC UAW Savings PlanFca US LLC Salaried Employees' Savings Plan, Total assets ($B): 5.094106866 · Participants: 15683Fca US LLC Salaried Employees' Savings PlanSpectrum Health System 403(b) Plan, Total assets ($B): 3.21382557 · Participants: 32821Spectrum Health System 403(b) PlanBeaumont Health 403(b) Retirement Savings Plan, Total assets ($B): 2.966016065 · Participants: 34160Beaumont Health 403(b) Retirement Savings PlanHenry Ford Health System Heritage 403(b) Plan, Total assets ($B): 1.412878823 · Participants: 14465Henry Ford Health System Heritage 403(b) Plan
Lucky View Enterprises 401(k) Profir Sharing vs. nearby Other plans in Michigan, assets vs. participants

Lucky View Enterprises 401(k) Profir Sharing's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Fisher County Health Care Development 403b Plan in TX ($70K); by covered participants it is Mishas Holdings 401(k) in FL (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70K 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.

Frequently Asked Questions

How did Lucky View Enterprises 401(k) Profir Sharing assets move in 2024?
Lucky View Enterprises 401(k) Profir Sharing held essentially flat - up 0.0% during 2024, from $70K to $70K.
How have Joseph a Rodrigues plan assets changed over time?
Across 3 plan years on file (2022-2024), Joseph a Rodrigues's sponsor-wide assets grew 0.0%, from $70K to $70K.
Where does Lucky View Enterprises 401(k) Profir Sharing rank by assets among Form 5500 filers?
Lucky View Enterprises 401(k) Profir Sharing ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Lucky View Enterprises 401(k) Profir Sharing?
Among Other plans in other states, the closest by assets is Fisher County Health Care Development 403b Plan in TX ($70K, N/A participants).
Which Other plans cover a similar participant headcount to Lucky View Enterprises 401(k) Profir Sharing?
Among Other plans in other states, the closest by covered participants is Mishas Holdings 401(k) in FL (1 participant, N/A in assets).