401(k) · DOL Form 5500 · 2024

Lucky Chances, Inc. 401(k) Plan

Data updated 2026-08-11

$26M
Total assets
521
Participants
75th
Percentile by assets
$50,486
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Lucky Employee 401(k) Retirement Plan · Sponsored by Lucky Chances, Inc. · California · Arts, Entertainment & Recreation

$26M in assets, 521 participants

Lucky Chances, Inc.'s Lucky Employee 401(k) Retirement Plan reported $26M in total assets and 521 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • 75th percentile by assets (of 123,622 plans)
  • #2,482 in Arts, Entertainment & Recreation (2,921 peers)

Where Lucky Employee 401(k) Retirement Plan sits by assets

Lucky Employee 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 521 participants (~$50,486/participant), up 12.9% in 2024.

$26M
total plan assets (2024 EOY)
521
covered participants
75th
percentile by assets (of 123,622 plans)
$50,486
avg assets per participant

Where Lucky Employee 401(k) Retirement Plan sits by total assets

Lucky Employee 401(k) Retirement Plan vs every filed plan by assets

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

$26,303,245 Top 25% higher than 75% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lucky Employee 401(k) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Lucky Employee 401(k) Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Lucky Employee 401(k) Retirement Plan reported participants fell from 558 in the plan year 2023 filing to 521 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Lucky Employee 401(k) Retirement Plan vs the 2024 asset distribution

By assets, Lucky Employee 401(k) Retirement Plan outranks 75% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN943199406
Plan Effective Date2002-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lucky Chances, Inc.)

$15M$20M$25M$30M 202220232024 $19.5M $26.3M ▲ +35.2%
Total plan assets by year, all Lucky Chances, Inc. plans on file
Year Plans Participants Total Assets
2022 1 575 $19M
2023 1 558 $23M
2024 1 521 $26M

Nearby 401(k) Plans in California

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

Lucky Employee 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Lucky Employee 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lucky Employee 401(k…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) PlanCisco Systems,Inc. 4…
Lucky Employee 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lucky Employee 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Lucky Employee 401(k) Retirement Plan assets move in 2024?
Lucky Employee 401(k) Retirement Plan grew at a solid clip - up 12.9% during 2024, from $23M to $26M. Reported net income was $3M.
How have Lucky Chances, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lucky Chances, Inc.'s sponsor-wide assets grew 35.2%, from $19M to $26M.
Where does Lucky Employee 401(k) Retirement Plan rank by assets among Form 5500 filers?
Lucky Employee 401(k) Retirement Plan ranks in the 75th 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 Lucky Employee 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Post Glover Resistors Inc. 401(k) Retirement Plan in KY ($26M, 168 participants).

Scale reading

Ways to act on Lucky Employee 401(k) Retirement Plan's numbers.