Defined Benefit (Pension) · DOL Form 5500 · 2024
Lumen Technologies, Inc. Pension Plan
Data updated 2026-08-25
- $4.3B
- Total assets Very large vs avg
- 10,043
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $431,614
- Avg per participant High balance/head
Official DOL plan name: Lumen Combined Pension Plan · Sponsored by Lumen Technologies, Inc. · Louisiana · Information & Media
$4.3B in assets, 10,043 participants
Lumen Technologies, Inc.'s Lumen Combined Pension Plan reported $4.3B in total assets and 10,043 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #2,795 in Information & Media (2,822 peers)
Coverage in Louisiana
Lumen Combined Pension Plan covers 10,043 participants in Louisiana, 20x the typical Louisiana plan (state average ~495 per filing). Assets: $4.3B.
- #2,795
- in Information & Media (2,822 peers)
- -8.9%
- assets change YoY
- 43×
- vs typical plan assets (national mean)
The plan reported a net loss of $459M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lumen Combined Pension Plan's outsized position by total assets
Lumen Combined Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,334,697,503 Highest reported value at or above every one of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Lumen Combined Pension Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lumen Combined Pension Plan is a mega filing (10,043 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lumen Combined Pension Plan reported net income fell from -$40M in the plan year 2023 filing to -$459M in the plan year 2024 filing.
- Lumen Combined Pension Plan end-of-year assets fell from $4.8B in the plan year 2023 filing to $4.3B in the plan year 2024 filing.
- Lumen Combined Pension Plan reported participants fell from 10,804 in the plan year 2023 filing to 10,043 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 720651161 · Lumen Technologies, Inc. PY 2024 · Defined Benefit (Pension)
Lumen Combined Pension Plan · $4.3B · 10,043 · 100th
- PART $4.3B
- TYPE 10,043
- NET 100th
- BOOK Defined Benefit (Pension)
- VS-ST near U.S. Bank Pension Plan
- BOY ind #2795
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 Information & Media retirement plans → · Plans in Louisiana →
Lumen Combined Pension Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $4.8B |
|---|---|
| Net Assets (End of Year) | $4.2B |
| Net Income | -$459M |
| Employer EIN | 720651161 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lumen Technologies, Inc.)
Sponsor-wide plan assets over time
All Lumen Technologies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11.6B 142.4106289182212% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14,232 | $4.8B |
| 2023 | 2 | 35,326 | $11.9B |
| 2024 | 2 | 36,362 | $11.6B |
Nearby Defined Benefit (Pension) Plans in Louisiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Entergy Corporation Retirement Plan for Non-Bargaining Employees $1.8B · 6,385
- Entergy Corporation Retirement Plan VI for Non-Bargaining Employees $1.6B · 783
- Willis-Knighton Medical Center Employees Retirement Plan $1.2B · 6,197
- Entergy Corporation Retirement Plan for Bargaining Employees $916M · 2,317
- Ochsner Clinic Foundation Retirement Plan $444M · 1,347
Scale composition for Lumen Combined Pension Plan
Lumen Combined Pension Plan reports $4.3B in end-of-year assets across 10,043 participants (0.035% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $431,614 per participant (3.1x the national average assets-per-participant) . Net income for plan year 2024 was -$459M.
This plan identity (EIN 720651161, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.8B to $4.3B (-9.6%) while covered participants moved from 14,232 to 10,043 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,232 | $4.8B | Open filing |
| 2023 | 10,804 | $4.8B | Open filing |
| 2024 · index core | 10,043 | $4.3B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Lumen 401(k) Savings Plan (401(k), $7.3B, 26,319 participants)
Lumen Combined Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Louisiana, the nearest Defined Benefit (Pension) by assets is U.S. Bank Pension Plan in MN ($4.4B); by covered participants it is Automatic Data Processing Inc Pension Retirement Plan in NJ (10,049 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.3B here).
- U.S. Bank Pension Plan (MN) $4.4B · 62,822
- The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIO (TX) $4.3B · 13,402
- United States Steel Corporation Plan for Employee Pension Benefits (Revision of 2003) (PA) $4.3B · 2,959
- The Travelers Pension Plan (MN) $4.2B · 27,237
Similar participant headcount
Nearest other-state filings by covered participants (10,043 participants); asset peers above are excluded.
- Automatic Data Processing Inc Pension Retirement Plan (NJ) 10,049 · 6 off
- Minnesota Laborers Pension Fund (MN) 10,089 · 46 off
- Retirement&security Program for Employees of Ntca and Its Members (VA) 9,988 · 55 off
- Disney Salaried Pension Plan D (CA) 9,984 · 59 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.