401(k) · DOL Form 5500 · 2024
Lux, Bond & Green, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 84
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $176,016
- Avg per participant Above avg balance/head
Official DOL plan name: Lux Bond & Green, Inc. Retirement Savings Plan · Sponsored by Lux, Bond & Green, Inc. · Connecticut · Retail Trade
$15M in assets, 84 participants
Lux, Bond & Green, Inc.'s Lux Bond & Green, Inc. Retirement Savings Plan reported $15M in total assets and 84 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #6,036 in Retail Trade (8,048 peers)
What the 2024 filing shows
Lux Bond & Green, Inc. Retirement Savings Plan holds $15M for 84 participants - about $176,016 per participant, above the median plan by assets.
- #6,036
- in Retail Trade (8,048 peers)
- +8.0%
- assets growth YoY
Lux Bond & Green, Inc. Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers
Lux Bond & Green, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,785,310 Top 36% higher than 64% 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
Lux Bond & Green, Inc. Retirement Savings 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. Lux Bond & Green, Inc. Retirement Savings Plan is a small filing (84 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lux Bond & Green, Inc. Retirement Savings Plan reported net income rose from $165K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Lux Bond & Green, Inc. Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Lux Bond & Green, Inc. Retirement Savings Plan reported participants rose from 80 in the plan year 2023 filing to 84 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 060434650 · Lux, Bond & Green, Inc. PY 2024 · 401(k)
Lux Bond & Green, Inc. Retirement Savings Plan · $15M · 84 · 64th
- RANK $15M
- PHOTO 84
- IND 64th
- EOY 401(k)
- 5500 near Grannas Brothers Retirement Plan
- ASSETS ind #6036
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 Connecticut →
Lux Bond & Green, Inc. Retirement Savings Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $1M |
| Employer EIN | 060434650 |
| Plan Effective Date | 1988-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lux, Bond & Green, Inc.)
Sponsor-wide plan assets over time
All Lux, Bond & Green, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 9.285648290160802% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $14M |
| 2023 | 1 | 80 | $14M |
| 2024 | 1 | 84 | $15M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Lux Bond & Green, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Grannas Brothers Retirement Plan in PA ($15M); by covered participants it is Sentrillion Savings Investment Plan in AZ (84 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Grannas Brothers Retirement Plan (PA) $15M · 110
- Venanpri Group 401(k) Plan (IL) $15M · 345
- Restaurant Management Company of Wichita, Inc. 401(k) Savings Plan (KS) $15M · 706
- Morgan Distributing, Inc. Retirement Plan (IL) $15M · 116
Similar participant headcount
Nearest other-state filings by covered participants (84 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.