Defined Benefit (Pension) · DOL Form 5500 · 2024

Nelda C. and H J Lutcher Stark Foundation Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
77
Participants Small participant base
70th
Percentile by assets National rank
$251,411
Avg per participant Above avg balance/head
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Official DOL plan name: Nelda C. and H.J. Lutcher Stark Fndtn Plan · Sponsored by Nelda C. and H J Lutcher Stark Foundation · Texas · Other Services

$19M in assets, 77 participants

Nelda C. and H J Lutcher Stark Foundation's Nelda C. and H.J. Lutcher Stark Fndtn Plan reported $19M in total assets and 77 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,424 in Other Services (7,719 peers)

Nelda C. and H J Lutcher Stark Foundation multi-year trail

Nelda C. and H J Lutcher Stark Foundation's plans moved +22.4% in assets from 2022 to 2024; this filing shows Nelda C. and H.J. Lutcher Stark Fndtn Plan at $19M / 77 participants.

#6,424
in Other Services (7,719 peers)
+7.4%
assets growth YoY

Nelda C. and H.J. Lutcher Stark Fndtn Plan's outsized position by total assets

Nelda C. and H.J. Lutcher Stark Fndtn Plan vs every filed plan by assets

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

$19,358,634 Top 30% higher than 70% 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

Nelda C. and H.J. Lutcher Stark Fndtn 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. Nelda C. and H.J. Lutcher Stark Fndtn Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nelda C. and H.J. Lutcher Stark Fndtn Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Nelda C. and H.J. Lutcher Stark Fndtn Plan reported participants rose from 57 in the plan year 2023 filing to 77 in the plan year 2024 filing.
  • Nelda C. and H.J. Lutcher Stark Fndtn Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 746047440 · Nelda C. and H J Lutcher Stark Foundation PY 2024 · Defined Benefit (Pension)

Nelda C. and H.J. Lutcher Stark Fndtn Plan · $19M · 77 · 70th

  • NET $19M
  • BOOK 77
  • VS-ST 70th
  • BOY Defined Benefit (Pension)
  • SCH near Cozen O'connor Cash Balance Plan B
  • EBSA ind #6424

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 Other Services retirement plans → · Plans in Texas →

Nelda C. and H.J. Lutcher Stark Fndtn Plan in the asset neighbourhood

Hay Benefits Practice Group Pension PlanHay Benefits Practice Group …$19MCleveland Longshoremen's Pension FundCleveland Longshoremen's Pen…$19MNelda C. and H.J. Lutcher Stark Fndtn PlanNelda C. and H.J. Lutcher St…$19MCozen O'connor Cash Balance Plan BCozen O'connor Cash Balance …$19MCozen O'connor Cash Balance Plan aCozen O'connor Cash Balance …$19M
End-of-year total assets ($M) among Nelda C. and H.J. Lutcher Stark Fndtn Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Nelda C. and H J Lutcher Stark Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Nelda C. and H J Lutcher Stark Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$19M 22.383854205256757% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.8M $19.4M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 63 $16M
2023 1 57 $18M
2024 1 77 $19M

Nelda C. and H J Lutcher Stark Foundation filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN746047440
Plan Effective Date1957-02-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Nelda C. and H.J. Lutcher Stark Fndtn Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Nelda C. and H.J. Lutcher Stark Fndtn Plan, Total assets ($B): 0.019358634 · Participants: 77Nelda C. and H.J. Lutcher Stark Fndtn PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Nelda C. and H.J. Lutcher Stark Fndtn Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Nelda C. and H.J. Lutcher Stark Fndtn Plan side-by-side with 3 peers →

Nelda C. and H.J. Lutcher Stark Fndtn Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Cozen O'connor Cash Balance Plan B in PA ($19M); by covered participants it is Urology of St. Louis, Inc. Cash Balance Pension Plan in MO (77 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Nelda C. and H.J. Lutcher Stark Fndtn Plan assets move in 2024? ▼
Nelda C. and H.J. Lutcher Stark Fndtn Plan grew at a solid clip - up 7.4% during 2024, from $18M to $19M. Reported net income was $1M.
How have Nelda C. and H J Lutcher Stark Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelda C. and H J Lutcher Stark Foundation's sponsor-wide assets grew 22.4%, from $16M to $19M.
Which Defined Benefit (Pension) plans are similar in size to Nelda C. and H.J. Lutcher Stark Fndtn Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cozen O'connor Cash Balance Plan B in PA ($19M, 195 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nelda C. and H.J. Lutcher Stark Fndtn Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Urology of St. Louis, Inc. Cash Balance Pension Plan in MO (77 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 746047440.

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.