401(k) · DOL Form 5500 · 2024

Luck Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
122
Participants Small participant base
78th
Percentile by assets National rank
$254,894
Avg per participant Above avg balance/head
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Official DOL plan name: Luck Brothers, Inc. Profit Sharing/401(k) Plan · Sponsored by Luck Brothers, Inc. · New York · Construction

$31M in assets, 122 participants

Luck Brothers, Inc.'s Luck Brothers, Inc. Profit Sharing/401(k) Plan reported $31M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,907 in Construction (9,039 peers)

Coverage in New York

Luck Brothers, Inc. Profit Sharing/401(k) Plan covers 122 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $31M.

#6,907
in Construction (9,039 peers)
+5.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Luck Brothers, Inc. Profit Sharing/401(k) Plan's outsized position by total assets

Luck Brothers, Inc. Profit Sharing/401(k) Plan vs every filed plan by assets

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

$31,097,116 Top 22% higher than 78% 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

Luck Brothers, Inc. Profit Sharing/401(k) 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. Luck Brothers, Inc. Profit Sharing/401(k) Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Luck Brothers, Inc. Profit Sharing/401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Luck Brothers, Inc. Profit Sharing/401(k) Plan reported participants rose from 114 in the plan year 2023 filing to 122 in the plan year 2024 filing.
  • Luck Brothers, Inc. Profit Sharing/401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $31M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 141509121 · Luck Brothers, Inc. PY 2024 · 401(k)

Luck Brothers, Inc. Profit Sharing/401(k) Plan · $31M · 122 · 78th

  • IND $31M
  • EOY 122
  • 5500 78th
  • ASSETS 401(k)
  • PCT near The Keim Company 401(k) Plan
  • EIN ind #6907

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 Construction retirement plans → · Plans in New York →

Luck Brothers, Inc. Profit Sharing/401(k) Plan in the asset neighbourhood

Luck Brothers, Inc. Profit Sharing/401(k) PlanLuck Brothers, Inc. Profit S…$31MThe Keim Company 401(k) Plan$31MResultant, LLC 401(k) Retirement PlanResultant, LLC 401(k) Retire…$31MBoyd Watterson Retirement PlanBoyd Watterson Retirement Pl…$31MBlue Ridge Beverage Company, Inc. Profit Sharing PlanBlue Ridge Beverage Company,…$31M
End-of-year total assets ($M) among Luck Brothers, Inc. Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$31M
Net Income$2M
Employer EIN141509121
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Luck Brothers, Inc.)

Sponsor-wide plan assets over time

All Luck Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 15.371763781600512% vs 2022
2024 filing year
$26M$28M$30M$32M 202220232024 $27M $31.1M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 123 $27M
2023 1 114 $29M
2024 1 122 $31M

Nearby 401(k) Plans in New York

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

Luck Brothers, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Luck Brothers, Inc. Profit Sharing/401(k) Plan, Total assets ($B): 0.031097116 · Participants: 122Luck Brothers, Inc. Profit Sharing/401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Luck Brothers, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Luck Brothers, Inc. Profit Sharing/401(k) Plan side-by-side with 3 peers →

Luck Brothers, Inc. Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Keim Company 401(k) Plan in OH ($31M); by covered participants it is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Luck Brothers, Inc. Profit Sharing/401(k) Plan assets move in 2024? ▼
Luck Brothers, Inc. Profit Sharing/401(k) Plan grew at a solid clip - up 5.6% during 2024, from $29M to $31M. Reported net income was $2M.
How have Luck Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luck Brothers, Inc.'s sponsor-wide assets grew 15.4%, from $27M to $31M.
Where does Luck Brothers, Inc. Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Luck Brothers, Inc. Profit Sharing/401(k) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Luck Brothers, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Keim Company 401(k) Plan in OH ($31M, 588 participants).
Which 401(k) plans cover a similar participant headcount to Luck Brothers, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants, $18M 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 141509121.

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.