Defined Benefit (Pension) · DOL Form 5500 · 2023

Luck Stone Corporation Pension Plan

Data updated 2026-08-25

$125M
Total assets Near avg plan size
876
Participants Near avg headcount
93rd
Percentile by assets National rank
$142,941
Avg per participant Near avg balance/head
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Official DOL plan name: Luck Stone Corporation Retirement Plan and Trust · Sponsored by Luck Stone Corporation · Virginia · Mining & Oil Extraction

$125M in assets, 876 participants

Luck Stone Corporation's Luck Stone Corporation Retirement Plan and Trust reported $125M in total assets and 876 participants in its 2023 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.

  • #689 in Mining & Oil Extraction (811 peers)

Where Luck Stone Corporation Retirement Plan and Trust sits by assets

Luck Stone Corporation Retirement Plan and Trust sits in the top 10% of all filed plans by assets, $125M for 876 participants (~$142,941/participant), up 22.8% in 2023.

#689
in Mining & Oil Extraction (811 peers)
+22.8%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Luck Stone Corporation Retirement Plan and Trust's outsized position by total assets

Luck Stone Corporation Retirement Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$125,216,136 Top 7% higher than 93% of 127,068 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 2023

Luck Stone Corporation Retirement Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Luck Stone Corporation Retirement Plan and Trust sits mid-pack in the medium band (876 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Luck Stone Corporation Retirement Plan and Trust reported net income rose from $4M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Luck Stone Corporation Retirement Plan and Trust end-of-year assets rose from $102M in the plan year 2022 filing to $125M in the plan year 2023 filing.
  • Luck Stone Corporation Retirement Plan and Trust reported participants rose from 857 in the plan year 2022 filing to 876 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 540630628 · Luck Stone Corporation PY 2023 · Defined Benefit (Pension)

Luck Stone Corporation Retirement Plan and Trust · $125M · 876 · 93rd

  • NET $125M
  • BOOK 876
  • VS-ST 93rd
  • BOY Defined Benefit (Pension)
  • SCH near Victaulic Retirement Plan for Bargaining Unit Employees
  • EBSA ind #689

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 Mining & Oil Extraction retirement plans → · Plans in Virginia →

Luck Stone Corporation Retirement Plan and Trust in the asset neighbourhood

Vinson & Elkins LLP Pension PlanVinson & Elkins LLP Pension …$125MCapital City Bank Group, Inc. Retirement PlanCapital City Bank Group, Inc…$125MVictaulic Retirement Plan for Bargaining Unit EmployeesVictaulic Retirement Plan fo…$125MLuck Stone Corporation Retirement Plan and TrustLuck Stone Corporation Retir…$125MCommunications Workers of America Plan for Employees' PensionsCommunications Workers of Am…$125M
End-of-year total assets ($M) among Luck Stone Corporation Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$125M
Net Income$23M
Employer EIN540630628
Plan Effective Date1963-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Luck Stone Corporation)

Sponsor-wide plan assets over time

All Luck Stone Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$300M 26.82512712540339% vs 2022
2023 filing year
$220M$240M$260M$280M$300M$320M 20222023 $236M $300M ▲ +26.8%
Year Plans Participants Total Assets
2022 2 1,786 $236M
2023 2 1,830 $300M

Nearby Defined Benefit (Pension) Plans in Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Luck Stone Corporation Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Luck Stone Corporation Retirement Plan and Trust, Total assets ($B): 0.125216136 · Participants: 876Luck Stone Corporation Retirement Plan and TrustNorthrop Grumman Pension Plan, Total assets ($B): 19.134846358 · Participants: 13674Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 10.184642779 · Participants: 54171Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.450021632 · Participants: 7117Ng Space&mission Systems Corp Salaried Pension PlaSheet Metal Workers' National Pension Fund, Total assets ($B): 8.306466489 · Participants: 61272Sheet Metal Workers' National Pension FundDominion Energy Pension Plan, Total assets ($B): 7.570958933 · Participants: 12263Dominion Energy Pension Plan
Luck Stone Corporation Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Luck Stone Corporation Retirement Plan and Trust side-by-side with 3 peers →

Luck Stone Corporation Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Victaulic Retirement Plan for Bargaining Unit Employees in PA ($125M); by covered participants it is Occidental Oil & Gas Consolidated Retirement Plan in TX (876 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (876 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Luck Stone Corporation Retirement Plan and Trust assets move in 2023? ▼
Luck Stone Corporation Retirement Plan and Trust grew sharply - up 22.8% during 2023, from $102M to $125M. Reported net income was $23M.
How have Luck Stone Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Luck Stone Corporation's sponsor-wide assets grew 26.8%, from $236M to $300M.
Where does Luck Stone Corporation Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Luck Stone Corporation Retirement Plan and Trust ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Luck Stone Corporation Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Victaulic Retirement Plan for Bargaining Unit Employees in PA ($125M, 158 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Luck Stone Corporation Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Occidental Oil & Gas Consolidated Retirement Plan in TX (876 participants, $68M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 540630628.

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.