Lutgert Companies Retirement Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by The Scottsdale Company · Florida · Real Estate
What the 2023 filing shows
Lutgert Companies Retirement Plan holds $16M for 244 participants - about $67,072 per participant, down 27.1% over the 2024 plan year.
- $16M
- total plan assets (2024 EOY)
- 244
- covered participants
- $67,072
- avg assets per participant
- -27.1%
- assets change YoY
What the Filing Says About Lutgert Companies Retirement Plan
Lutgert Companies Retirement Plan is a 401(k) retirement plan sponsored by The Scottsdale Company, headquartered in Florida. As of the 2024 Form 5500 filing, the plan reports $16M in total end-of-year assets and covers 244 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 362495903, and the plan has been effective since 1984-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $22M at the beginning of 2024 to $16M at year-end — a decline of 27.1%. Net assets (after liabilities) closed the year at $16M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $22M |
| Total Assets (End of Year) | $16M |
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Plan Type | 401(k) |
| Employer EIN | 362495903 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Scottsdale Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 222 | $19M |
| 2023 | 1 | 220 | $22M |
| 2024 | 1 | 244 | $16M |
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Related Data
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Frequently Asked Questions
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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 362495903.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.