401(k) · DOL Form 5500 · 2024

Lumens, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
191
Participants Below avg headcount
61st
Percentile by assets National rank
$65,592
Avg per participant Below avg balance/head
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Official DOL plan name: Lumens, Inc. 401(k) Plan · Sponsored by Lumens, Inc. · California · Retail Trade

$13M in assets, 191 participants

Lumens, Inc.'s Lumens, Inc. 401(k) Plan reported $13M in total assets and 191 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #5,757 in Retail Trade (8,048 peers)

Coverage in California

Lumens, Inc. 401(k) Plan covers 191 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $13M.

#5,757
in Retail Trade (8,048 peers)
+20.9%
assets growth YoY

Lumens, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Lumens, Inc. 401(k) Plan vs every filed plan by assets

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

$12,528,015 Top 39% higher than 61% 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

Lumens, Inc. 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. Lumens, Inc. 401(k) Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lumens, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Lumens, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Lumens, Inc. 401(k) Plan reported participants fell from 197 in the plan year 2023 filing to 191 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 863844424 · Lumens, Inc. PY 2024 · 401(k)

Lumens, Inc. 401(k) Plan · $13M · 191 · 61st

  • 5500 $13M
  • ASSETS 191
  • PCT 61st
  • EIN 401(k)
  • RANK near Unifund 401(k) Savings Plan
  • PHOTO ind #5757

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 Retail Trade retirement plans → · Plans in California →

Lumens, Inc. 401(k) Plan in the asset neighbourhood

Lumens, Inc. 401(k) Plan$13MUnifund 401(k) Savings Plan$13MBox Partners, LLC 401(k) Plan$13MMagellan Transport Logistics 401(k) PlanMagellan Transport Logistics…$13MEmployees 401(k) Retirement PlanEmployees 401(k) Retirement …$13M
End-of-year total assets ($M) among Lumens, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN863844424
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lumens, Inc.)

Sponsor-wide plan assets over time

All Lumens, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 61.93853168151403% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.74M $12.5M ▲ +61.9%
Year Plans Participants Total Assets
2022 1 121 $8M
2023 1 197 $10M
2024 1 191 $13M

Nearby 401(k) Plans in California

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

Lumens, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lumens, Inc. 401(k) Plan, Total assets ($B): 0.012528015 · Participants: 191Lumens, Inc. 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
Lumens, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lumens, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Unifund 401(k) Savings Plan in OH ($13M); by covered participants it is Brown-Campbell Company 401(k) Plan in MI (191 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Lumens, Inc. 401(k) Plan assets move in 2024? ▼
Lumens, Inc. 401(k) Plan grew sharply - up 20.9% during 2024, from $10M to $13M. Reported net income was $2M.
How have Lumens, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumens, Inc.'s sponsor-wide assets grew 61.9%, from $8M to $13M.
Which 401(k) plans are similar in size to Lumens, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unifund 401(k) Savings Plan in OH ($13M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Lumens, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brown-Campbell Company 401(k) Plan in MI (191 participants, $14M 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 863844424.

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.