401(k) · DOL Form 5500 · 2024
Lubna-Shah Educational Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $280K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $93,416
- Avg per participant Below avg balance/head
Official DOL plan name: Lubna-Shah Educational Services, Inc. 401(k) Plan · Sponsored by Lubna-Shah Educational Services, Inc. · Texas · Healthcare & Social Assistance
$280K in assets, 3 participants
Lubna-Shah Educational Services, Inc.'s Lubna-Shah Educational Services, Inc. 401(k) Plan reported $280K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.
- #1,529 in Healthcare & Social Assistance (16,916 peers)
Lubna-Shah Educational Services, Inc. multi-year trail
Lubna-Shah Educational Services, Inc.'s plans moved +215.0% in assets from 2022 to 2024; this filing shows Lubna-Shah Educational Services, Inc. 401(k) Plan at $280K / 3 participants.
- #1,529
- in Healthcare & Social Assistance (16,916 peers)
- +161.9%
- assets growth YoY
Lubna-Shah Educational Services, Inc. 401(k) Plan among the smaller filed plans by assets
Lubna-Shah Educational Services, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$280,249 13th percentile higher than 13% 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
Lubna-Shah Educational Services, Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lubna-Shah Educational Services, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lubna-Shah Educational Services, Inc. 401(k) Plan reported net income rose from $18K in the plan year 2023 filing to $173K in the plan year 2024 filing.
- Lubna-Shah Educational Services, Inc. 401(k) Plan end-of-year assets rose from $107K in the plan year 2023 filing to $280K in the plan year 2024 filing.
- Lubna-Shah Educational Services, Inc. 401(k) Plan reported participants fell from 8 in the plan year 2023 filing to 3 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 824346953 · Lubna-Shah Educational Services, Inc. PY 2024 · 401(k)
Lubna-Shah Educational Services, Inc. 401(k) Plan · $280K · 3 · 13th
- BOY $280K
- SCH 3
- EBSA 13th
- PART 401(k)
- TYPE near Amiga Services, LLC Retirement Plan
- NET ind #1529
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
Lubna-Shah Educational Services, Inc. 401(k) Plan in the asset neighbourhood
Lubna-Shah Educational Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Lubna-Shah Educational Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $280K 214.96437321585108% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $89K |
| 2023 | 1 | 8 | $107K |
| 2024 | 1 | 3 | $280K |
Lubna-Shah Educational Services, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $107K |
|---|---|
| Net Assets (End of Year) | $280K |
| Net Income | $173K |
| Employer EIN | 824346953 |
| Plan Effective Date | 2018-02-02 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Lubna-Shah Educational Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Amiga Services, LLC Retirement Plan in PR ($280K); by covered participants it is Arizona Mortgage & Investments 401(k) Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($280K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.