401(k) · DOL Form 5500 · 2024

Lucida Advisors LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
82
Participants Small participant base
39th
Percentile by assets National rank
$50,816
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lucida 401(k) Plan · Sponsored by Lucida Advisors LLC · Wisconsin · Professional & Technical Services

$4M in assets, 82 participants

Lucida Advisors LLC's Lucida 401(k) Plan reported $4M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,291 in Professional & Technical Services (20,173 peers)

Lucida Advisors LLC multi-year trail

Lucida Advisors LLC's plans moved +326.1% in assets from 2023 to 2024; this filing shows Lucida 401(k) Plan at $4M / 82 participants.

#7,291
in Professional & Technical Services (20,173 peers)
+326.1%
assets growth YoY

Lucida 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$4,166,871 39th percentile higher than 39% 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

Lucida 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lucida 401(k) Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lucida 401(k) Plan end-of-year assets rose from $978K in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Lucida 401(k) Plan reported net income rose from $978K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Lucida 401(k) Plan reported participants rose from 71 in the plan year 2023 filing to 82 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 873834167 · Lucida Advisors LLC PY 2024 · 401(k)

Lucida 401(k) Plan · $4M · 82 · 39th

  • RANK $4M
  • PHOTO 82
  • IND 39th
  • EOY 401(k)
  • 5500 near Cornerstone Systems Nw 401(k) Plan
  • ASSETS ind #7291

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Lucida 401(k) Plan in the asset neighbourhood

Lucida 401(k) Plan$4MCornerstone Systems Nw 401(k) PlanCornerstone Systems Nw 401(k…$4MD & H Company 401(k) Plan$4MDm Clinical Research Retirement TrustDm Clinical Research Retirem…$4MBrennan Title Company 401(k) Profit Sharing Plan and TrustBrennan Title Company 401(k)…$4M
End-of-year total assets ($M) among Lucida 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lucida Advisors LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lucida Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 326.0900553412712% vs 2023
2024 filing year
$0M$1M$2M$3M$4M$5M 20232024 $0.98M $4.17M ▲ +325.5%
Year Plans Participants Total Assets
2023 1 71 $978K
2024 1 82 $4M

Lucida Advisors LLC filing trail (2024)

Total Assets (Beginning of Year)$978K
Net Assets (End of Year)$4M
Net Income$3M
Employer EIN873834167
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Lucida 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Lucida 401(k) Plan, Total assets ($B): 0.004166871 · Participants: 82Lucida 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Lucida 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Lucida 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Cornerstone Systems Nw 401(k) Plan in WA ($4M); by covered participants it is Infopaginas 1081.01(D) Plan in PR (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Lucida 401(k) Plan assets move in 2024? ▼
Lucida 401(k) Plan surged - up 326.1% during 2024, from $978K to $4M. Reported net income was $3M.
How have Lucida Advisors LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Lucida Advisors LLC's sponsor-wide assets grew 326.1%, from $978K to $4M.
Which 401(k) plans are similar in size to Lucida 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cornerstone Systems Nw 401(k) Plan in WA ($4M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Lucida 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Infopaginas 1081.01(D) Plan in PR (82 participants, $801K 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 873834167.

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.