401(k) · DOL Form 5500 · 2024

Luvata Waterbury, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
121
Participants Small participant base
59th
Percentile by assets National rank
$97,365
Avg per participant Below avg balance/head
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Official DOL plan name: Luvata Waterbury 401(k) Retirement Savings Plan · Sponsored by Luvata Waterbury, Inc. · Connecticut · Manufacturing

$12M in assets, 121 participants

Luvata Waterbury, Inc.'s Luvata Waterbury 401(k) Retirement Savings Plan reported $12M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,164 in Manufacturing (17,777 peers)

Coverage in Connecticut

Luvata Waterbury 401(k) Retirement Savings Plan covers 121 participants in Connecticut, about 17% of the average Connecticut filer (state average ~718 per filing). Assets: $12M.

#8,164
in Manufacturing (17,777 peers)
+7.6%
assets growth YoY

Luvata Waterbury 401(k) Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers

Luvata Waterbury 401(k) Retirement Savings Plan vs every filed plan by assets

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

$11,781,111 Top 41% higher than 59% 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

Luvata Waterbury 401(k) Retirement Savings 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. Luvata Waterbury 401(k) Retirement Savings Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Luvata Waterbury 401(k) Retirement Savings Plan reported net income fell from $972K in the plan year 2023 filing to $841K in the plan year 2024 filing.
  • Luvata Waterbury 401(k) Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Luvata Waterbury 401(k) Retirement Savings Plan reported participants fell from 127 in the plan year 2023 filing to 121 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 161611733 · Luvata Waterbury, Inc. PY 2024 · 401(k)

Luvata Waterbury 401(k) Retirement Savings Plan · $12M · 121 · 59th

  • 5500 $12M
  • ASSETS 121
  • PCT 59th
  • EIN 401(k)
  • RANK near Gecko Robotics, Inc. 401(k) Plan
  • PHOTO ind #8164

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 Manufacturing retirement plans → · Plans in Connecticut →

Luvata Waterbury 401(k) Retirement Savings Plan in the asset neighbourhood

Luvata Waterbury 401(k) Retirement Savings PlanLuvata Waterbury 401(k) Reti…$12MGecko Robotics, Inc. 401(k) PlanGecko Robotics, Inc. 401(k) …$12MHuman Technologies Corporation Retirement PlanHuman Technologies Corporati…$12MFrazer, Ryan, Goldberg & Arnold, L. L. P. 401(k) Profit Sharing PlanFrazer, Ryan, Goldberg & Arn…$12MLee Michaels Jewelers 401(k) Profit Sharing Plan and TrustLee Michaels Jewelers 401(k)…$12M
End-of-year total assets ($M) among Luvata Waterbury 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$841K
Employer EIN161611733
Plan Effective Date2001-10-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Luvata Waterbury, Inc.)

Sponsor-wide plan assets over time

All Luvata Waterbury, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 27.691204152152377% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.23M $11.8M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 99 $9M
2023 1 127 $11M
2024 1 121 $12M

Nearby 401(k) Plans in Connecticut

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

Luvata Waterbury 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Luvata Waterbury 401(k) Retirement Savings Plan, Total assets ($B): 0.011781111 · Participants: 121Luvata Waterbury 401(k) Retirement Savings PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Luvata Waterbury 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Luvata Waterbury 401(k) Retirement Savings Plan side-by-side with 3 peers →

Luvata Waterbury 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Gecko Robotics, Inc. 401(k) Plan in PA ($12M); by covered participants it is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Luvata Waterbury 401(k) Retirement Savings Plan assets move in 2024? ▼
Luvata Waterbury 401(k) Retirement Savings Plan grew at a solid clip - up 7.6% during 2024, from $11M to $12M. Reported net income was $841K.
How have Luvata Waterbury, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luvata Waterbury, Inc.'s sponsor-wide assets grew 27.7%, from $9M to $12M.
Which 401(k) plans are similar in size to Luvata Waterbury 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gecko Robotics, Inc. 401(k) Plan in PA ($12M, 226 participants).
Which 401(k) plans cover a similar participant headcount to Luvata Waterbury 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants, $104K 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 161611733.

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.