401(k) · DOL Form 5500 · 2024

Luminate, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
38
Participants Small participant base
58th
Percentile by assets National rank
$298,916
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Luminate, LLC 401(k) Plan · Sponsored by Luminate, LLC · Colorado · Professional & Technical Services

$11M in assets, 38 participants

Luminate, LLC's Luminate, LLC 401(k) Plan reported $11M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,484 in Professional & Technical Services (20,173 peers)

Luminate, LLC multi-year trail

Luminate, LLC's plans moved +56.5% in assets from 2022 to 2024; this filing shows Luminate, LLC 401(k) Plan at $11M / 38 participants.

#11,484
in Professional & Technical Services (20,173 peers)
+17.7%
assets growth YoY

Luminate, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Luminate, LLC 401(k) Plan vs every filed plan by assets

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

$11,358,817 Top 42% higher than 58% 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

Luminate, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Luminate, LLC 401(k) Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Luminate, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Luminate, LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Luminate, LLC 401(k) Plan reported participants rose from 33 in the plan year 2023 filing to 38 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 204682147 · Luminate, LLC PY 2024 · 401(k)

Luminate, LLC 401(k) Plan · $11M · 38 · 58th

  • ASSETS $11M
  • ASSETS 38
  • ASSETS 58th
  • ASSETS 401(k)
  • ASSETS near Bank of Charles Town 401(k) Retirement Savings Plan
  • ASSETS ind #11484

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 Colorado →

Luminate, LLC 401(k) Plan in the asset neighbourhood

Luminate, LLC 401(k) Plan$11MBank of Charles Town 401(k) Retirement Savings PlanBank of Charles Town 401(k) …$11MFamily Farm & Home Retirement PlanFamily Farm & Home Retiremen…$11MMontage Health 401(k) Plan$11MAw Industries Profit Sharing and Savings PlanAw Industries Profit Sharing…$11M
End-of-year total assets ($M) among Luminate, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Luminate, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Luminate, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 56.4773850787407% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.26M $11.4M ▲ +56.5%
Year Plans Participants Total Assets
2022 1 35 $7M
2023 1 33 $10M
2024 1 38 $11M

Luminate, LLC filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN204682147
Plan Effective Date2006-11-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Luminate, LLC 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Luminate, LLC 401(k) Plan, Total assets ($B): 0.011358817 · Participants: 38Luminate, LLC 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Luminate, LLC 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Luminate, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Bank of Charles Town 401(k) Retirement Savings Plan in WV ($11M); by covered participants it is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Luminate, LLC 401(k) Plan assets move in 2024?
Luminate, LLC 401(k) Plan grew sharply - up 17.7% during 2024, from $10M to $11M. Reported net income was $2M.
How have Luminate, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Luminate, LLC's sponsor-wide assets grew 56.5%, from $7M to $11M.
Which 401(k) plans are similar in size to Luminate, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Bank of Charles Town 401(k) Retirement Savings Plan in WV ($11M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Luminate, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants, $24M in assets).