401(k) · DOL Form 5500 · 2023
Luby's Restaurant Corporation 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1,745
- Participants Near avg headcount
- 30th
- Percentile by assets National rank
- $1,112
- Avg per participant Low balance/head
Official DOL plan name: Luby's Restaurant Corporation Retirement Savings Plan · Sponsored by Luby's Restaurant Corporation · Texas · Food Services & Accommodation
$2M in assets, 1,745 participants
Luby's Restaurant Corporation's Luby's Restaurant Corporation Retirement Savings Plan reported $2M in total assets and 1,745 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.
- #2,541 in Food Services & Accommodation (3,828 peers)
Coverage in Texas
Luby's Restaurant Corporation Retirement Savings Plan covers 1,745 participants in Texas, 2.5x the typical Texas plan (state average ~688 per filing). Assets: $2M.
- #2,541
- in Food Services & Accommodation (3,828 peers)
- +13.2%
- assets growth YoY
Luby's Restaurant Corporation Retirement Savings Plan among the smaller filed plans by assets
Luby's Restaurant Corporation Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,941,015 30th percentile higher than 30% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Luby's Restaurant Corporation Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Luby's Restaurant Corporation Retirement Savings Plan lands in the large band (1,745 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Luby's Restaurant Corporation Retirement Savings Plan reported net income fell from $2M in the plan year 2022 filing to $227K in the plan year 2023 filing.
- Luby's Restaurant Corporation Retirement Savings Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Luby's Restaurant Corporation Retirement Savings Plan reported participants fell from 1,883 in the plan year 2022 filing to 1,745 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 871502525 · Luby's Restaurant Corporation PY 2023 · 401(k)
Luby's Restaurant Corporation Retirement Savings Plan · $2M · 1,745 · 30th
- SCH $2M
- EBSA 1,745
- PART 30th
- TYPE 401(k)
- NET near Cheema Freightlines LLC 401(k) Profit Sharing Plan & Tru
- BOOK ind #2541
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 Food Services & Accommodation retirement plans → · Plans in Texas →
Luby's Restaurant Corporation Retirement Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $227K |
| Employer EIN | 871502525 |
| Plan Effective Date | 2022-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Luby's Restaurant Corporation)
Sponsor-wide plan assets over time
All Luby's Restaurant Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 40.08977582294504% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,883 | $2M |
| 2023 | 1 | 1,745 | $2M |
| 2024 | 1 | 1,671 | $2M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Luby's Restaurant Corporation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Cheema Freightlines LLC 401(k) Profit Sharing Plan & Tru in WA ($2M); by covered participants it is Avaya Inc. Savings Plan for Salaried Employees in NJ (1,745 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,745 participants); asset peers above are excluded.
- Avaya Inc. Savings Plan for Salaried Employees (NJ) 1,745 · 0 off
- Sheehan Family Companies Employee Savings Plan (MA) 1,745 · 0 off
- Barnes Group Inc. Retirement Savings Plan (CT) 1,745 · 0 off
- Dp Fox Holdings 401(k) Plan (MI) 1,744 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.