401(k) · DOL Form 5500 · 2024

Lusardi Construction Co. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
181
Participants Below avg headcount
83rd
Percentile by assets National rank
$247,880
Avg per participant Above avg balance/head
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Official DOL plan name: Lusardi 401(k) Plan · Sponsored by Lusardi Construction Co. · California · Construction

$45M in assets, 181 participants

Lusardi Construction Co.'s Lusardi 401(k) Plan reported $45M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,342 in Construction (9,039 peers)

Coverage in California

Lusardi 401(k) Plan covers 181 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $45M.

#7,342
in Construction (9,039 peers)
+15.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Lusardi 401(k) Plan's outsized position by total assets

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

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

$44,866,285 Top 17% higher than 83% 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

Lusardi 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. Lusardi 401(k) Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lusardi 401(k) Plan end-of-year assets rose from $39M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Lusardi 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Lusardi 401(k) Plan reported participants fell from 193 in the plan year 2023 filing to 181 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 952159879 · Lusardi Construction Co. PY 2024 · 401(k)

Lusardi 401(k) Plan · $45M · 181 · 83rd

  • EOY $45M
  • 5500 181
  • ASSETS 83rd
  • PCT 401(k)
  • EIN near Tri-City Cardiology Consultants, P.C. 401(k) Plan
  • RANK ind #7342

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 California →

Lusardi 401(k) Plan in the asset neighbourhood

Lusardi 401(k) Plan$45MNewpark Resources, Inc. Savings & Investment PlanNewpark Resources, Inc. Savi…$45MImagine360 LLC 401(k) Plan$45MTri-City Cardiology Consultants, P.C. 401(k) PlanTri-City Cardiology Consulta…$45MJerrys Enterprises, Inc. Union Employee's 401(k) PlanJerrys Enterprises, Inc. Uni…$45M
End-of-year total assets ($M) among Lusardi 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$45M
Net Income$6M
Employer EIN952159879
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lusardi Construction Co.)

Sponsor-wide plan assets over time

All Lusardi Construction Co. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 32.68397970745891% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.8M $44.9M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 202 $34M
2023 1 193 $39M
2024 1 181 $45M

Nearby 401(k) Plans in California

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

Lusardi 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lusardi 401(k) Plan, Total assets ($B): 0.044866285 · Participants: 181Lusardi 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Lusardi 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lusardi 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Tri-City Cardiology Consultants, P.C. 401(k) Plan in AZ ($45M); by covered participants it is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Lusardi 401(k) Plan assets move in 2024? ▼
Lusardi 401(k) Plan grew at a solid clip - up 15.0% during 2024, from $39M to $45M. Reported net income was $6M.
How have Lusardi Construction Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lusardi Construction Co.'s sponsor-wide assets grew 32.7%, from $34M to $45M.
Where does Lusardi 401(k) Plan rank by assets among Form 5500 filers? ▼
Lusardi 401(k) Plan ranks in the 83rd 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 Lusardi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tri-City Cardiology Consultants, P.C. 401(k) Plan in AZ ($45M, 251 participants).
Which 401(k) plans cover a similar participant headcount to Lusardi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 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 952159879.

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.