401(k) · DOL Form 5500 · 2024

Lumentum Operations LLC 401(k) Plan

Data updated 2026-08-25

$271M
Total assets Near avg plan size
679
Participants Below avg headcount
95th
Percentile by assets National rank
$399,783
Avg per participant High balance/head
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Official DOL plan name: Lumentum 401(k) Plan · Sponsored by Lumentum Operations LLC · California · Manufacturing

$271M in assets, 679 participants

Lumentum Operations LLC's Lumentum 401(k) Plan reported $271M in total assets and 679 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,510 in Manufacturing (17,777 peers)

Where Lumentum 401(k) Plan sits by assets

Lumentum 401(k) Plan sits in the top 5% of all filed plans by assets, $271M for 679 participants (~$399,783/participant), up 11.0% in 2024.

#16,510
in Manufacturing (17,777 peers)
+11.0%
assets growth YoY
2.7×
vs typical plan assets (national mean)

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

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

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

$271,452,902 Top 5% higher than 95% 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

Lumentum 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. Lumentum 401(k) Plan sits mid-pack in the medium band (679 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lumentum 401(k) Plan reported net income fell from $35M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Lumentum 401(k) Plan end-of-year assets rose from $245M in the plan year 2023 filing to $271M in the plan year 2024 filing.
  • Lumentum 401(k) Plan reported participants fell from 750 in the plan year 2023 filing to 679 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 473844837 · Lumentum Operations LLC PY 2024 · 401(k)

Lumentum 401(k) Plan · $271M · 679 · 95th

  • RANK $271M
  • PHOTO 679
  • IND 95th
  • EOY 401(k)
  • 5500 near Signature Aviation USA, LLC 401(k) Plan
  • ASSETS ind #16510

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 California →

Lumentum 401(k) Plan in the asset neighbourhood

Cretex Companies, Inc. 401(k) Profit Sharing PlanCretex Companies, Inc. 401(k…$272MLumentum 401(k) Plan$271MSignature Aviation USA, LLC 401(k) PlanSignature Aviation USA, LLC …$271MValiant Integrated Services 401(k) PlanValiant Integrated Services …$271MOrbia 401(k) Plan$271M
End-of-year total assets ($M) among Lumentum 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)$245M
Net Assets (End of Year)$271M
Net Income$27M
Employer EIN473844837
Plan Effective Date2015-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lumentum Operations LLC)

Sponsor-wide plan assets over time

All Lumentum Operations LLC plans reported in each filing year

Latest sponsor-wide plan assets
$271M 29.380428322567198% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $210M $271M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 727 $210M
2023 1 750 $245M
2024 1 679 $271M

Nearby 401(k) Plans in California

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

Lumentum 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lumentum 401(k) Plan, Total assets ($B): 0.271452902 · Participants: 679Lumentum 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
Lumentum 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lumentum 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Signature Aviation USA, LLC 401(k) Plan in FL ($271M); by covered participants it is Neighborhood Health Plan of Rhode Island 401(k) Plan in RI (679 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($271M here).

Similar participant headcount

Nearest other-state filings by covered participants (679 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 Lumentum 401(k) Plan assets move in 2024? ▼
Lumentum 401(k) Plan grew at a solid clip - up 11.0% during 2024, from $245M to $271M. Reported net income was $27M.
How have Lumentum Operations LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumentum Operations LLC's sponsor-wide assets grew 29.4%, from $210M to $271M.
Where does Lumentum 401(k) Plan rank by assets among Form 5500 filers? ▼
Lumentum 401(k) Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Lumentum 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Signature Aviation USA, LLC 401(k) Plan in FL ($271M, 4,877 participants).
Which 401(k) plans cover a similar participant headcount to Lumentum 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Neighborhood Health Plan of Rhode Island 401(k) Plan in RI (679 participants, $64M 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 473844837.

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.