401(k) · DOL Form 5500 · 2024

Lumeris Healthcare Outcomes 401(k) Plan

Data updated 2026-08-11

$166M
Total assets
1,166
Participants
93rd
Percentile by assets
$142,011
Avg per participant
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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.

  • 93rd percentile by assets (of 123,622 plans)
  • #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.

$166M
total plan assets (2024 EOY)
1,166
covered participants
93rd
percentile by assets (of 123,622 plans)
$142,011
avg assets per participant

Where Lumeris 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Missouri
Industry
Finance & Insurance

Lumeris 401(k) Plan vs the 2024 asset distribution

By assets, Lumeris 401(k) Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).

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)

$100M$120M$140M$160M$180M 202220232024 $119M $166M ▲ +39.2%
Total plan assets by year, all Lumeris Healthcare Outcomes plans on file
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…, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co…Bayer Corporation Sa…, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Sa…Emerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings …, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings …Centene Management C…, Total assets ($B): 4.716699086 · Participants: 53760Centene Management C…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lumeris 401(k) Plan by total assets, not by location.

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).

Next read for Lumeris 401(k) Plan

Scale reading

Ways to act on Lumeris 401(k) Plan's numbers.

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.