Defined Benefit (Pension) · DOL Form 5500 · 2024

Lux Unfiltered Inc Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
23rd
Percentile by assets National rank
$209,568
Avg per participant Above avg balance/head
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Official DOL plan name: Lux Unfiltered Inc Defined Benefit Pension Plan · Sponsored by Lux Unfiltered Inc · California · Retail Trade

$1M in assets, 5 participants

Lux Unfiltered Inc's Lux Unfiltered Inc Defined Benefit Pension Plan reported $1M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #2,887 in Retail Trade (8,048 peers)

Lux Unfiltered Inc multi-year trail

Lux Unfiltered Inc's plans moved +51.4% in assets from 2023 to 2024; this filing shows Lux Unfiltered Inc Defined Benefit Pension Plan at $1M / 5 participants.

#2,887
in Retail Trade (8,048 peers)
+47.9%
assets growth YoY

Lux Unfiltered Inc Defined Benefit Pension Plan among the smaller filed plans by assets

Lux Unfiltered Inc Defined Benefit Pension Plan vs every filed plan by assets

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

$1,047,842 23rd percentile higher than 23% 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

Lux Unfiltered Inc Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lux Unfiltered Inc Defined Benefit Pension Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lux Unfiltered Inc Defined Benefit Pension Plan end-of-year assets rose from $709K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Lux Unfiltered Inc Defined Benefit Pension Plan reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • Lux Unfiltered Inc Defined Benefit Pension Plan reported net income rose from $302K in the plan year 2023 filing to $339K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 852843538 · Lux Unfiltered Inc PY 2024 · Defined Benefit (Pension)

Lux Unfiltered Inc Defined Benefit Pension Plan · $1M · 5 · 23rd

  • PCT $1M
  • PCT 5
  • PCT 23rd
  • PCT Defined Benefit (Pension)
  • PCT near Provine School Pictures, L.L.C. Defined Benefit Retirement Plan
  • PCT ind #2887

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 Retail Trade retirement plans → · Plans in California →

Lux Unfiltered Inc Defined Benefit Pension Plan in the asset neighbourhood

Lux Unfiltered Inc Defined Benefit Pension PlanLux Unfiltered Inc Defined B…$1MProvine School Pictures, L.L.C. Defined Benefit Retirement PlanProvine School Pictures, L.L…$1MAlfred H. Chan M.D., P.C. Defined Benefit Pension Plan & TrustAlfred H. Chan M.D., P.C. De…$1MPension Plan for Employees of the Tupman Thurlow Co. , Inc.Pension Plan for Employees o…$1MLegacy Financial Advisors, Inc. Cash Balance PlanLegacy Financial Advisors, I…$1M
End-of-year total assets ($M) among Lux Unfiltered Inc Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Lux Unfiltered Inc multi-year asset trail

Sponsor-wide plan assets over time

All Lux Unfiltered Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 51.4012465549782% vs 2023
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 20232024 $0.95M $1.44M ▲ +51.6%
Year Plans Participants Total Assets
2023 2 8 $953K
2024 2 10 $1M

Lux Unfiltered Inc filing trail (2024)

Total Assets (Beginning of Year)$709K
Net Assets (End of Year)$1M
Net Income$339K
Employer EIN852843538
Plan Effective Date2020-09-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Lux Unfiltered Inc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Lux Unfiltered Inc Defined Benefit Pension Plan, Total assets ($B): 0.001047842 · Participants: 5Lux Unfiltered Inc Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Lux Unfiltered Inc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Lux Unfiltered Inc Defined Benefit Pension Plan side-by-side with 3 peers →

Lux Unfiltered Inc Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Provine School Pictures, L.L.C. Defined Benefit Retirement Plan in LA ($1M); by covered participants it is Alan Tajerstein Pension Plan in NY (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Lux Unfiltered Inc Defined Benefit Pension Plan assets move in 2024? ▼
Lux Unfiltered Inc Defined Benefit Pension Plan surged - up 47.9% during 2024, from $709K to $1M. Reported net income was $339K.
How have Lux Unfiltered Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Lux Unfiltered Inc's sponsor-wide assets grew 51.4%, from $953K to $1M.
Where does Lux Unfiltered Inc Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Lux Unfiltered Inc Defined Benefit Pension Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Lux Unfiltered Inc Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Provine School Pictures, L.L.C. Defined Benefit Retirement Plan in LA ($1M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lux Unfiltered Inc Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alan Tajerstein Pension Plan in NY (5 participants, N/A 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 852843538.

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.