401(k) · DOL Form 5500 · 2024
The Scottsdale Company 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 244
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $67,072
- Avg per participant Below avg balance/head
Official DOL plan name: Lutgert Companies Retirement Plan · Sponsored by The Scottsdale Company · Florida · Real Estate
$16M in assets, 244 participants
The Scottsdale Company's Lutgert Companies Retirement Plan reported $16M in total assets and 244 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #3,754 in Real Estate (4,605 peers)
Coverage in Florida
Lutgert Companies Retirement Plan covers 244 participants in Florida, about 39% of the average Florida filer (state average ~628 per filing). Assets: $16M.
- #3,754
- in Real Estate (4,605 peers)
- -27.1%
- assets change YoY
Lutgert Companies Retirement Plan's mid-pack asset rank among Real Estate and all filers
Lutgert Companies Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,365,681 Top 34% higher than 66% 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
Lutgert Companies Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lutgert Companies Retirement Plan sits mid-pack in the medium band (244 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lutgert Companies Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Lutgert Companies Retirement Plan end-of-year assets fell from $22M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Lutgert Companies Retirement Plan reported participants rose from 220 in the plan year 2023 filing to 244 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 362495903 · The Scottsdale Company PY 2024 · 401(k)
Lutgert Companies Retirement Plan · $16M · 244 · 66th
- EBSA $16M
- PART 244
- TYPE 66th
- NET 401(k)
- BOOK near Primrose Holdings LLC 401(k) Plan
- VS-ST ind #3754
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 Real Estate retirement plans → · Plans in Florida →
Lutgert Companies Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 362495903 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Scottsdale Company)
Sponsor-wide plan assets over time
All The Scottsdale Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 13.143129389963745% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 222 | $19M |
| 2023 | 1 | 220 | $22M |
| 2024 | 1 | 244 | $16M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Lutgert Companies Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Primrose Holdings LLC 401(k) Plan in GA ($16M); by covered participants it is Envision Aesc US, LLC 401(k) Plan in TN (244 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Primrose Holdings LLC 401(k) Plan (GA) $16M · 159
- Northern Star Generation Services Company LLC 401(k) Plan (TX) $16M · 18
- Space Needle Retirement Plan (WA) $16M · 160
- Cgi Communications, Inc. 401(k) Ps Plan/Trust (NY) $16M · 270
Similar participant headcount
Nearest other-state filings by covered participants (244 participants); asset peers above are excluded.
- Envision Aesc US, LLC 401(k) Plan (TN) 244 · 0 off
- D & D Gear, Inc. 401(k) Profit Sharing Plan (CA) 244 · 0 off
- Peoples Mortgage 401(k) Plan (AZ) 244 · 0 off
- The Architect 401(k)Plan - Housby Mack, Inc (IA) 244 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.