401(k) · DOL Form 5500 · 2024

Lumeris Healthcare Outcomes 401(k) Plan

Data updated 2026-08-25

$166M
Total assets Near avg plan size
1,166
Participants Near avg headcount
93rd
Percentile by assets National rank
$142,011
Avg per participant Near avg balance/head
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Official DOL plan name: Lumeris 401(k) Plan · Sponsored by Lumeris Healthcare Outcomes · Missouri · Finance & Insurance

$166M in assets, 1,166 participants

Lumeris Healthcare Outcomes's Lumeris 401(k) Plan reported $166M in total assets and 1,166 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,660 in Finance & Insurance (8,549 peers)

Where Lumeris 401(k) Plan sits by assets

Lumeris 401(k) Plan sits in the top 10% of all filed plans by assets, $166M for 1,166 participants (~$142,011/participant), up 16.4% in 2024.

#7,660
in Finance & Insurance (8,549 peers)
+16.4%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Lumeris 401(k) Plan's outsized position by total assets

Lumeris 401(k) Plan vs every filed plan by assets

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

$165,585,359 Top 7% higher than 93% 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

Lumeris 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lumeris 401(k) Plan lands in the large band (1,166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lumeris 401(k) Plan reported participants fell from 1,399 in the plan year 2023 filing to 1,166 in the plan year 2024 filing.
  • Lumeris 401(k) Plan end-of-year assets rose from $142M in the plan year 2023 filing to $166M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 263628710 · Lumeris Healthcare Outcomes PY 2024 · 401(k)

Lumeris 401(k) Plan · $166M · 1,166 · 93rd

  • BOOK $166M
  • VS-ST 1,166
  • BOY 93rd
  • SCH 401(k)
  • EBSA near Walgreens Puerto Rico Retirement Savings Plan
  • PART ind #7660

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 Finance & Insurance retirement plans → · Plans in Missouri →

Lumeris 401(k) Plan in the asset neighbourhood

Israel Discount Bank of New York Savings and Investment PlanIsrael Discount Bank of New …$166MLumeris 401(k) Plan$166MWalgreens Puerto Rico Retirement Savings PlanWalgreens Puerto Rico Retire…$166MCalifornia Machinists 401(k) PlanCalifornia Machinists 401(k)…$166MEuler Hermes North America Insurance Company Retirement Savings PlanEuler Hermes North America I…$166M
End-of-year total assets ($M) among Lumeris 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$142M
Net Assets (End of Year)$166M
Net Income$23M
Employer EIN263628710
Plan Effective Date2006-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lumeris Healthcare Outcomes)

Sponsor-wide plan assets over time

All Lumeris Healthcare Outcomes plans reported in each filing year

Latest sponsor-wide plan assets
$166M 39.15270911337382% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $119M $166M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 1,358 $119M
2023 1 1,399 $142M
2024 1 1,166 $166M

Nearby 401(k) Plans in Missouri

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

Lumeris 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Lumeris 401(k) Plan, Total assets ($B): 0.165585359 · Participants: 1166Lumeris 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Lumeris 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Lumeris 401(k) Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest 401(k) by assets is Walgreens Puerto Rico Retirement Savings Plan in IL ($166M); by covered participants it is Milk Specialties Company Retirement Plan in MN (1,166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,166 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 Lumeris 401(k) Plan assets move in 2024? ▼
Lumeris 401(k) Plan grew sharply - up 16.4% during 2024, from $142M to $166M. Reported net income was $23M.
How have Lumeris Healthcare Outcomes plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumeris Healthcare Outcomes's sponsor-wide assets grew 39.2%, from $119M to $166M.
Where does Lumeris 401(k) Plan rank by assets among Form 5500 filers? ▼
Lumeris 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Lumeris 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Walgreens Puerto Rico Retirement Savings Plan in IL ($166M, 4,325 participants).
Which 401(k) plans cover a similar participant headcount to Lumeris 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Milk Specialties Company Retirement Plan in MN (1,166 participants, $67M 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 263628710.

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.