401(k) · DOL Form 5500 · 2024

Luckett & Farley Holding Company, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
79
Participants Small participant base
56th
Percentile by assets National rank
$128,560
Avg per participant Near avg balance/head
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Official DOL plan name: Luckett & Farley 401(k) Plan · Sponsored by Luckett & Farley Holding Company, Inc. · Kentucky · Professional & Technical Services

$10M in assets, 79 participants

Luckett & Farley Holding Company, Inc.'s Luckett & Farley 401(k) Plan reported $10M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,958 in Professional & Technical Services (20,173 peers)

2024 asset change

Luckett & Farley 401(k) Plan grew sharply 21.0% in 2024 ($8M → $10M) for 79 participants.

#10,958
in Professional & Technical Services (20,173 peers)
+21.0%
assets growth YoY

Luckett & Farley 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Luckett & Farley 401(k) Plan vs every filed plan by assets

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

$10,156,257 Top 44% higher than 56% 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

Luckett & Farley 401(k) 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. Luckett & Farley 401(k) Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Luckett & Farley 401(k) Plan reported net income rose from -$998K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Luckett & Farley 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Luckett & Farley 401(k) Plan reported participants rose from 67 in the plan year 2023 filing to 79 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 461647927 · Luckett & Farley Holding Company, Inc. PY 2024 · 401(k)

Luckett & Farley 401(k) Plan · $10M · 79 · 56th

  • BOOK $10M
  • BOOK 79
  • BOOK 56th
  • BOOK 401(k)
  • BOOK near Senior Living Residences, LLC 401(k) Plan
  • BOOK ind #10958

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 Professional & Technical Services retirement plans → · Plans in Kentucky →

Luckett & Farley 401(k) Plan in the asset neighbourhood

Luckett & Farley 401(k) Plan$10MSenior Living Residences, LLC 401(k) PlanSenior Living Residences, LL…$10MLew a. Cummings Co., Inc. 401(k) Profit Sharing Plan and TrustLew a. Cummings Co., Inc. 40…$10MKeating, O'gara, Nedved & Peter, P.C., L.L.O. 401(k) Profit Sharing PlanKeating, O'gara, Nedved & Pe…$10MR.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and TrustR.L. Morrissey & Associates,…$10M
End-of-year total assets ($M) among Luckett & Farley 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Luckett & Farley Holding Company, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Luckett & Farley Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 2.1510317511316237% vs 2022
2024 filing year
$19M$19.5M$20M$20.5M 202220232024 $19.9M $20.3M ▲ +2.1%
Year Plans Participants Total Assets
2022 2 164 $20M
2023 2 134 $19M
2024 2 155 $20M

2024 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN461647927
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Luckett & Farley 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Luckett & Farley 401(k) Plan, Total assets ($B): 0.010156257 · Participants: 79Luckett & Farley 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Luckett & Farley 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Luckett & Farley 401(k) Plan side-by-side with 3 peers →

Luckett & Farley 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Senior Living Residences, LLC 401(k) Plan in MA ($10M); by covered participants it is Cvca 401(k)Plan in VA (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Luckett & Farley 401(k) Plan assets move in 2024? ▼
Luckett & Farley 401(k) Plan grew sharply - up 21.0% during 2024, from $8M to $10M. Reported net income was $2M.
How have Luckett & Farley Holding Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luckett & Farley Holding Company, Inc.'s sponsor-wide assets grew 2.2%, from $20M to $20M.
Which 401(k) plans are similar in size to Luckett & Farley 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Senior Living Residences, LLC 401(k) Plan in MA ($10M, 932 participants).
Which 401(k) plans cover a similar participant headcount to Luckett & Farley 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cvca 401(k)Plan in VA (79 participants, $17M 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 461647927.

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.