401(k) · DOL Form 5500 · 2024

Lumio Hx, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
634
Participants Below avg headcount
57th
Percentile by assets National rank
$16,371
Avg per participant Low balance/head
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Official DOL plan name: Lumio Hx, Inc. 401(k) Retirement Plan · Sponsored by Lumio Hx, Inc. · Utah · Construction

$10M in assets, 634 participants

Lumio Hx, Inc.'s Lumio Hx, Inc. 401(k) Retirement Plan reported $10M in total assets and 634 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #4,955 in Construction (9,039 peers)

Lumio Hx, Inc. multi-year trail

Lumio Hx, Inc.'s plans moved +91.8% in assets from 2022 to 2024; this filing shows Lumio Hx, Inc. 401(k) Retirement Plan at $10M / 634 participants.

#4,955
in Construction (9,039 peers)
+2.4%
assets growth YoY

Lumio Hx, Inc. 401(k) Retirement Plan's mid-pack asset rank among Construction and all filers

Lumio Hx, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$10,379,153 Top 43% higher than 57% 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

Lumio Hx, Inc. 401(k) Retirement 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. Lumio Hx, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (634 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lumio Hx, Inc. 401(k) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $245K in the plan year 2024 filing.
  • Lumio Hx, Inc. 401(k) Retirement Plan reported participants fell from 1,416 in the plan year 2023 filing to 634 in the plan year 2024 filing.
  • Lumio Hx, Inc. 401(k) Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 873547401 · Lumio Hx, Inc. PY 2024 · 401(k)

Lumio Hx, Inc. 401(k) Retirement Plan · $10M · 634 · 57th

  • BOY $10M
  • BOY 634
  • BOY 57th
  • BOY 401(k)
  • BOY near Kalmar Solutions 401(k) Plan for Ibt Local 838 Union Members
  • BOY ind #4955

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 Utah →

Lumio Hx, Inc. 401(k) Retirement Plan in the asset neighbourhood

Lumio Hx, Inc. 401(k) Retirement PlanLumio Hx, Inc. 401(k) Retire…$10MKalmar Solutions 401(k) Plan for Ibt Local 838 Union MembersKalmar Solutions 401(k) Plan…$10MBirch Tree Communities, Inc. 401(k) Profit Sharing PlanBirch Tree Communities, Inc.…$10MF&s Produce Co., Inc. 401(k) Profit Sharing PlanF&s Produce Co., Inc. 401(k)…$10MPackaging Concepts Inc 401(k) Profit Sharing Plan & TrustPackaging Concepts Inc 401(k…$10M
End-of-year total assets ($M) among Lumio Hx, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lumio Hx, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lumio Hx, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 91.75091555601865% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.41M $10.4M ▲ +91.9%
Year Plans Participants Total Assets
2022 1 569 $5M
2023 1 1,416 $10M
2024 1 634 $10M

Lumio Hx, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$245K
Employer EIN873547401
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Lumio Hx, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Lumio Hx, Inc. 401(k) Retirement Plan, Total assets ($B): 0.010379153 · Participants: 634Lumio Hx, Inc. 401(k) Retirement PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Lumio Hx, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Lumio Hx, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Lumio Hx, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Kalmar Solutions 401(k) Plan for Ibt Local 838 Union Members in KS ($10M); by covered participants it is Shimmick Construction Co., Inc. 401(k) Profit Sharing Plan in CA (634 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (634 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 Lumio Hx, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Lumio Hx, Inc. 401(k) Retirement Plan edged up modestly - up 2.4% during 2024, from $10M to $10M. Reported net income was $245K.
How have Lumio Hx, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumio Hx, Inc.'s sponsor-wide assets grew 91.8%, from $5M to $10M.
Which 401(k) plans are similar in size to Lumio Hx, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kalmar Solutions 401(k) Plan for Ibt Local 838 Union Members in KS ($10M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Lumio Hx, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shimmick Construction Co., Inc. 401(k) Profit Sharing Plan in CA (634 participants, $78M 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 873547401.

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.