401(k) · DOL Form 5500 · 2024

Luna Innovations Incorporated 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
218
Participants Below avg headcount
81st
Percentile by assets National rank
$177,591
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Luna 401(k) Plan · Sponsored by Luna Innovations Incorporated · Virginia · Information & Media

$39M in assets, 218 participants

Luna Innovations Incorporated's Luna 401(k) Plan reported $39M in total assets and 218 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,089 in Information & Media (2,822 peers)

Coverage in Virginia

Luna 401(k) Plan covers 218 participants in Virginia, about 28% of the average Virginia filer (state average ~782 per filing). Assets: $39M.

#2,089
in Information & Media (2,822 peers)
+12.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

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

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

$38,714,825 Top 19% higher than 81% 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

Luna 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. Luna 401(k) Plan sits mid-pack in the medium band (218 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Luna 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Luna 401(k) Plan end-of-year assets rose from $34M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Luna 401(k) Plan reported participants fell from 225 in the plan year 2023 filing to 218 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 541560050 · Luna Innovations Incorporated PY 2024 · 401(k)

Luna 401(k) Plan · $39M · 218 · 81st

  • TYPE $39M
  • TYPE 218
  • TYPE 81st
  • TYPE 401(k)
  • TYPE near The Citizens National Bank of Meridian 401(k) Profit Sharing Plan
  • TYPE ind #2089

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 Information & Media retirement plans → · Plans in Virginia →

Luna 401(k) Plan in the asset neighbourhood

The Citizens National Bank of Meridian 401(k) Profit Sharing PlanThe Citizens National Bank o…$39MMid-America Transplant Services Savings and Investment PlanMid-America Transplant Servi…$39MLuna 401(k) Plan$39MThe Cooper Clinic, a Professional Association 401(k) PlanThe Cooper Clinic, a Profess…$39MPublic Partnerships LLC 401(k) PlanPublic Partnerships LLC 401(…$39M
End-of-year total assets ($M) among Luna 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$39M
Net Income$2M
Employer EIN541560050
Plan Effective Date1996-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Luna Innovations Incorporated)

Sponsor-wide plan assets over time

All Luna Innovations Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$39M 35.230878733628266% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.6M $38.7M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 315 $29M
2023 1 225 $34M
2024 1 218 $39M

Nearby 401(k) Plans in Virginia

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

Luna 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Luna 401(k) Plan, Total assets ($B): 0.038714825 · Participants: 218Luna 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Luna 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Luna 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is The Citizens National Bank of Meridian 401(k) Profit Sharing Plan in MS ($39M); by covered participants it is Crisis Text Line 403(b) Tax Sheltered Annuity in NY (218 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (218 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 Luna 401(k) Plan assets move in 2024? ▼
Luna 401(k) Plan grew at a solid clip - up 12.4% during 2024, from $34M to $39M. Reported net income was $2M.
How have Luna Innovations Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luna Innovations Incorporated's sponsor-wide assets grew 35.2%, from $29M to $39M.
Where does Luna 401(k) Plan rank by assets among Form 5500 filers? ▼
Luna 401(k) Plan ranks in the 81st 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 Luna 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Citizens National Bank of Meridian 401(k) Profit Sharing Plan in MS ($39M, 316 participants).
Which 401(k) plans cover a similar participant headcount to Luna 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crisis Text Line 403(b) Tax Sheltered Annuity in NY (218 participants, $9M 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 541560050.

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.