401(k) · DOL Form 5500 · 2024

John Lucas Tree Expert Co. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
304
Participants Below avg headcount
67th
Percentile by assets National rank
$54,538
Avg per participant Low balance/head
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Official DOL plan name: Lucas Tree 401(k) Plan · Sponsored by John Lucas Tree Expert Co. · Maine · Agriculture, Forestry & Fishing

$17M in assets, 304 participants

John Lucas Tree Expert Co.'s Lucas Tree 401(k) Plan reported $17M in total assets and 304 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #895 in Agriculture, Forestry & Fishing (1,217 peers)

John Lucas Tree Expert Co. multi-year trail

John Lucas Tree Expert Co.'s plans moved +36.1% in assets from 2022 to 2024; this filing shows Lucas Tree 401(k) Plan at $17M / 304 participants.

#895
in Agriculture, Forestry & Fishing (1,217 peers)
+11.2%
assets growth YoY

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

Lucas Tree 401(k) Plan vs every filed plan by assets

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

$16,579,491 Top 33% higher than 67% 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

Lucas Tree 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lucas Tree 401(k) Plan sits mid-pack in the medium band (304 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lucas Tree 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Lucas Tree 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Lucas Tree 401(k) Plan reported participants fell from 312 in the plan year 2023 filing to 304 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 010110890 · John Lucas Tree Expert Co. PY 2024 · 401(k)

Lucas Tree 401(k) Plan · $17M · 304 · 67th

  • EBSA $17M
  • PART 304
  • TYPE 67th
  • NET 401(k)
  • BOOK near Lynx Software Technologies, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #895

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Maine →

Lucas Tree 401(k) Plan in the asset neighbourhood

Lucas Tree 401(k) Plan$17MLynx Software Technologies, Inc. 401(k) Profit Sharing PlanLynx Software Technologies, …$17MMyriad360, LLC 401(k) Profit Sharing PlanMyriad360, LLC 401(k) Profit…$17MSoutheastern Pathology, PC Profit Sharing PlanSoutheastern Pathology, PC P…$17MRoyal Bank Employee Stock Ownership and Retirement Savings PlanRoyal Bank Employee Stock Ow…$17M
End-of-year total assets ($M) among Lucas Tree 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

John Lucas Tree Expert Co. multi-year asset trail

Sponsor-wide plan assets over time

All John Lucas Tree Expert Co. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 36.10416704976213% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.2M $16.6M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 233 $12M
2023 1 312 $15M
2024 1 304 $17M

John Lucas Tree Expert Co. filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN010110890
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maine

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

Lucas Tree 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Lucas Tree 401(k) Plan, Total assets ($B): 0.016579491 · Participants: 304Lucas Tree 401(k) PlanTd 401(k) Retirement Plan, Total assets ($B): 5.971163889 · Participants: 31654Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.479947647 · Participants: 9451Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.243344842 · Participants: 6776Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 1.096724054 · Participants: 29915Hannaford Bros. Co. 401(k) PlanAhold Delhaize USA Services 401(k) Plan, Total assets ($B): 1.001892127 · Participants: 3012Ahold Delhaize USA Services 401(k) Plan
Lucas Tree 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Lucas Tree 401(k) Plan side-by-side with 3 peers →

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

Outside Maine, the nearest 401(k) by assets is Lynx Software Technologies, Inc. 401(k) Profit Sharing Plan in CA ($17M); by covered participants it is Max Credit Union Capital Accumulation Plan in AL (304 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (304 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 Lucas Tree 401(k) Plan assets move in 2024? ▼
Lucas Tree 401(k) Plan grew at a solid clip - up 11.2% during 2024, from $15M to $17M. Reported net income was $2M.
How have John Lucas Tree Expert Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John Lucas Tree Expert Co.'s sponsor-wide assets grew 36.1%, from $12M to $17M.
Which 401(k) plans are similar in size to Lucas Tree 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lynx Software Technologies, Inc. 401(k) Profit Sharing Plan in CA ($17M, 46 participants).
Which 401(k) plans cover a similar participant headcount to Lucas Tree 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Max Credit Union Capital Accumulation Plan in AL (304 participants, $57M 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 010110890.

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.