401(k) · DOL Form 5500 · 2024

Lumetra Healthcare Solutions 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 6
Participants Small participant base: 56th
Percentile by assets National rank: $1.7M
Avg per participant High balance/head

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Official DOL plan name: Lumetra 401(k) Plan · Sponsored by Lumetra Healthcare Solutions · New York · Professional & Technical Services

$10M in assets, 6 participants

Lumetra Healthcare Solutions's Lumetra 401(k) Plan reported $10M in total assets and 6 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.

#10,889 in Professional & Technical Services (20,173 peers)

Lumetra Healthcare Solutions multi-year trail

Lumetra Healthcare Solutions's plans moved +19.3% in assets from 2022 to 2024; this filing shows Lumetra 401(k) Plan at $10M / 6 participants.

#10,889
in Professional & Technical Services (20,173 peers): +9.6%
assets growth YoY

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

Lumetra 401(k) Plan vs every filed plan by assets

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

$10,009,897 Top 44% higher than 56% 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

Lumetra 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. Lumetra 401(k) Plan is a micro filing (6 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Lumetra 401(k) Plan reported net income rose from $742K in the plan year 2023 filing to $877K in the plan year 2024 filing.
Lumetra 401(k) Plan reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.
Lumetra 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942918600 · Lumetra Healthcare Solutions PY 2024 · 401(k)

Lumetra 401(k) Plan · $10M · 6 · 56th

EBSA $10M
PART 6
TYPE 56th
NET 401(k)
BOOK near Geosearch, Inc. 401(k) Plan
VS-ST ind #10889

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 New York →

End-of-year total assets ($M) among Lumetra 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lumetra Healthcare Solutions multi-year asset trail

Latest sponsor-wide plan assets: $10M 19.299837423993242% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	7	$8M
2023	1	7	$9M
2024	1	6	$10M

Lumetra Healthcare Solutions filing trail (2024)

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$10M
Net Income	$877K
Employer EIN	942918600
Plan Effective Date	1999-06-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Lumetra 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Lumetra 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Geosearch, Inc. 401(k) Plan in MA ($10M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Geosearch, Inc. 401(k) Plan (MA) $10M · 46
Savings Plan for the Union Employees of Flora Food Sourcing US, Inc. (NJ) $10M · 337
Farbest-Tallman Foods Corp. 401(k) Plan (NJ) $10M · 30
Schwan Cosmetics USA Inc. 401(k) Profit Sharing Plan (TN) $10M · 267

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

Caliche, Ltd 401(k) (TX) 6 · 0 off
Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off

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 Lumetra 401(k) Plan assets move in 2024? ▼

Lumetra 401(k) Plan grew at a solid clip - up 9.6% during 2024, from $9M to $10M. Reported net income was $877K.

How have Lumetra Healthcare Solutions plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lumetra Healthcare Solutions's sponsor-wide assets grew 19.3%, from $8M to $10M.

Which 401(k) plans are similar in size to Lumetra 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Geosearch, Inc. 401(k) Plan in MA ($10M, 46 participants).

Which 401(k) plans cover a similar participant headcount to Lumetra 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 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 942918600.