401(k) · DOL Form 5500 · 2024

Lutz and Carr 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
51
Participants Small participant base
77th
Percentile by assets National rank
$570,927
Avg per participant High balance/head
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Official DOL plan name: Lutz & Carr 401(k) Plan · Sponsored by Lutz and Carr · New York · Professional & Technical Services

$29M in assets, 51 participants

Lutz and Carr's Lutz & Carr 401(k) Plan reported $29M in total assets and 51 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,489 in Professional & Technical Services (20,173 peers)

Where Lutz & Carr 401(k) Plan sits by assets

Lutz & Carr 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 51 participants (~$570,927/participant), up 16.3% in 2024.

#15,489
in Professional & Technical Services (20,173 peers)
+16.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lutz & Carr 401(k) Plan's outsized position by total assets

Lutz & Carr 401(k) Plan vs every filed plan by assets

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

$29,117,302 Top 23% higher than 77% 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

Lutz & Carr 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lutz & Carr 401(k) Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lutz & Carr 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Lutz & Carr 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Lutz & Carr 401(k) Plan reported participants rose from 49 in the plan year 2023 filing to 51 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 131655065 · Lutz and Carr PY 2024 · 401(k)

Lutz & Carr 401(k) Plan · $29M · 51 · 77th

  • NET $29M
  • NET 51
  • NET 77th
  • NET 401(k)
  • NET near Wayne Perry, Inc. and Fueling & Service Technologies, Inc. 401(k) Plan
  • NET ind #15489

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 →

Lutz & Carr 401(k) Plan in the asset neighbourhood

Lutz & Carr 401(k) Plan$29MWayne Perry, Inc. and Fueling & Service Technologies, Inc. 401(k) PlanWayne Perry, Inc. and Fuelin…$29MIt Group, LLC 401(k) Savings PlanIt Group, LLC 401(k) Savings…$29MAtrium Staffing 401(k) Plan$29MThe Sheakley Group of Companies 401(k) PlanThe Sheakley Group of Compan…$29M
End-of-year total assets ($M) among Lutz & Carr 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN131655065
Plan Effective Date1994-06-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutz and Carr)

Sponsor-wide plan assets over time

All Lutz and Carr plans reported in each filing year

Latest sponsor-wide plan assets
$29M 40.37248629457697% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.7M $29.1M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 46 $21M
2023 1 49 $25M
2024 1 51 $29M

Nearby 401(k) Plans in New York

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

Lutz & Carr 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lutz & Carr 401(k) Plan, Total assets ($B): 0.029117302 · Participants: 51Lutz & Carr 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
Lutz & Carr 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lutz & Carr 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Wayne Perry, Inc. and Fueling & Service Technologies, Inc. 401(k) Plan in CA ($29M); by covered participants it is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Lutz & Carr 401(k) Plan assets move in 2024? ▼
Lutz & Carr 401(k) Plan grew sharply - up 16.3% during 2024, from $25M to $29M. Reported net income was $4M.
How have Lutz and Carr plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutz and Carr's sponsor-wide assets grew 40.4%, from $21M to $29M.
Where does Lutz & Carr 401(k) Plan rank by assets among Form 5500 filers? ▼
Lutz & Carr 401(k) Plan ranks in the 77th 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 Lutz & Carr 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wayne Perry, Inc. and Fueling & Service Technologies, Inc. 401(k) Plan in CA ($29M, 270 participants).
Which 401(k) plans cover a similar participant headcount to Lutz & Carr 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants, $12M 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 131655065.

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.