LUMERIS 401(K) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
LUMERIS HEALTHCARE OUTCOMES
This Profit Sharing plan holds $166M in total assets and serves 1,166 participants as of 2024. It is sponsored by LUMERIS HEALTHCARE OUTCOMES in Missouri. The plan reported positive net income of $23M for the year.
What the Filing Says About LUMERIS 401(K) PLAN
LUMERIS 401(K) PLAN is a Profit Sharing retirement plan sponsored by LUMERIS HEALTHCARE OUTCOMES, headquartered in Missouri. As of the 2024 Form 5500 filing, the plan reports $166M in total end-of-year assets and covers 1,166 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 263628710, and the plan has been effective since 2006-06-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $142M at the beginning of 2024 to $166M at year-end — a gain of 16.4%. Net assets (after liabilities) closed the year at $166M, with reported net income of $23M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $142M |
| Total Assets (End of Year) | $166M |
| Net Assets (End of Year) | $166M |
| Net Income | $23M |
| Plan Type | Profit Sharing |
| Employer EIN | 263628710 |
| Plan Effective Date | 2006-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (LUMERIS HEALTHCARE OUTCOMES)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,358 | $119M |
| 2023 | 1 | 1,399 | $142M |
| 2024 | 1 | 1,166 | $166M |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN $6.7B · 25,521
- CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY RETIREMENT PLAN $969M · 8,984
- SAINT LOUIS UNIVERSITY 403(B) ANNUITY PLAN $910M · 4,784
- COX SAVINGS INCENTIVE PLAN $836M · 12,220
- SAINT LUKE'S 403(B) PLAN $831M · 14,148
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Frequently Asked Questions
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What type of plan is LUMERIS 401(K) PLAN? ▼
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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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.