401(k) · DOL Form 5500 · 2024

Lugano Diamonds and Jewelry, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
123
Participants Small participant base
48th
Percentile by assets National rank
$55,076
Avg per participant Low balance/head
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Official DOL plan name: Lugano Diamonds and Jewelry, Inc. 401(k) Plan · Sponsored by Lugano Diamonds and Jewelry, Inc. · California · Retail Trade

$7M in assets, 123 participants

Lugano Diamonds and Jewelry, Inc.'s Lugano Diamonds and Jewelry, Inc. 401(k) Plan reported $7M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,680 in Retail Trade (8,048 peers)

Coverage in California

Lugano Diamonds and Jewelry, Inc. 401(k) Plan covers 123 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $7M.

#4,680
in Retail Trade (8,048 peers)
+69.9%
assets growth YoY

Lugano Diamonds and Jewelry, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Lugano Diamonds and Jewelry, Inc. 401(k) Plan vs every filed plan by assets

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

$6,774,378 48th percentile higher than 48% 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

Lugano Diamonds and Jewelry, Inc. 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. Lugano Diamonds and Jewelry, Inc. 401(k) Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lugano Diamonds and Jewelry, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Lugano Diamonds and Jewelry, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Lugano Diamonds and Jewelry, Inc. 401(k) Plan reported participants rose from 98 in the plan year 2023 filing to 123 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 571216784 · Lugano Diamonds and Jewelry, Inc. PY 2024 · 401(k)

Lugano Diamonds and Jewelry, Inc. 401(k) Plan · $7M · 123 · 48th

  • EOY $7M
  • EOY 123
  • EOY 48th
  • EOY 401(k)
  • EOY near Cc Engage 401(k) Plan
  • EOY ind #4680

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 →

Lugano Diamonds and Jewelry, Inc. 401(k) Plan in the asset neighbourhood

Lugano Diamonds and Jewelry, Inc. 401(k) PlanLugano Diamonds and Jewelry,…$7MCc Engage 401(k) Plan$7MEmployee Benefit Plan of Whole Family Health Center, Inc.Employee Benefit Plan of Who…$7MPracticepanther 401(k) Plan$7MThe F B Heron Foundation 401(k) Savings PlanThe F B Heron Foundation 401…$7M
End-of-year total assets ($M) among Lugano Diamonds and Jewelry, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$7M
Net Income$3M
Employer EIN571216784
Plan Effective Date2009-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lugano Diamonds and Jewelry, Inc.)

Sponsor-wide plan assets over time

All Lugano Diamonds and Jewelry, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 69.90514284252448% vs 2023
2024 filing year
$3M$4M$5M$6M$7M$8M 20232024 $3.99M $6.77M ▲ +69.7%
Year Plans Participants Total Assets
2023 1 98 $4M
2024 1 123 $7M

Nearby 401(k) Plans in California

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

Lugano Diamonds and Jewelry, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lugano Diamonds and Jewelry, Inc. 401(k) Plan, Total assets ($B): 0.006774378 · Participants: 123Lugano Diamonds and Jewelry, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Lugano Diamonds and Jewelry, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lugano Diamonds and Jewelry, Inc. 401(k) Plan side-by-side with 3 peers →

Lugano Diamonds and Jewelry, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cc Engage 401(k) Plan in NC ($7M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Lugano Diamonds and Jewelry, Inc. 401(k) Plan assets move in 2024? ▼
Lugano Diamonds and Jewelry, Inc. 401(k) Plan surged - up 69.9% during 2024, from $4M to $7M. Reported net income was $3M.
How have Lugano Diamonds and Jewelry, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Lugano Diamonds and Jewelry, Inc.'s sponsor-wide assets grew 69.9%, from $4M to $7M.
Which 401(k) plans are similar in size to Lugano Diamonds and Jewelry, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cc Engage 401(k) Plan in NC ($7M, 231 participants).
Which 401(k) plans cover a similar participant headcount to Lugano Diamonds and Jewelry, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants, $2M 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 571216784.

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.