401(k) · DOL Form 5500 · 2024

Luvata Ohio, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
121
Participants Small participant base
68th
Percentile by assets National rank
$147,078
Avg per participant Above avg balance/head
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Official DOL plan name: Luvata Ohio, Inc. 401(k) Plan · Sponsored by Luvata Ohio, Inc. · Ohio · Manufacturing

$18M in assets, 121 participants

Luvata Ohio, Inc.'s Luvata Ohio, Inc. 401(k) Plan reported $18M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #10,101 in Manufacturing (17,777 peers)

Coverage in Ohio

Luvata Ohio, Inc. 401(k) Plan covers 121 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $18M.

#10,101
in Manufacturing (17,777 peers)
+15.9%
assets growth YoY

Luvata Ohio, Inc. 401(k) Plan's outsized position by total assets

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

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

$17,796,413 Top 32% higher than 68% 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

Luvata Ohio, 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. Luvata Ohio, Inc. 401(k) Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Luvata Ohio, Inc. 401(k) Plan reported participants rose from 99 in the plan year 2023 filing to 121 in the plan year 2024 filing.
  • Luvata Ohio, Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 314358696 · Luvata Ohio, Inc. PY 2024 · 401(k)

Luvata Ohio, Inc. 401(k) Plan · $18M · 121 · 68th

  • ASSETS $18M
  • PCT 121
  • EIN 68th
  • RANK 401(k)
  • PHOTO near Diller Scofidio Renfro LLC 401(k) Retirement Plan
  • IND ind #10101

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 Ohio →

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

Luvata Ohio, Inc. 401(k) Plan$18MDiller Scofidio Renfro LLC 401(k) Retirement PlanDiller Scofidio Renfro LLC 4…$18MK & B Machine Works, LLC 401(k) Profit Sharing PlanK & B Machine Works, LLC 401…$18MSilvaco 401(k) Plan$18MCvc Credit Partners, LLC 401(k) PlanCvc Credit Partners, LLC 401…$18M
End-of-year total assets ($M) among Luvata Ohio, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN314358696
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Luvata Ohio, Inc.)

Sponsor-wide plan assets over time

All Luvata Ohio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 29.70904740740581% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.1M $31.2M ▲ +29.7%
Year Plans Participants Total Assets
2022 2 167 $24M
2023 2 175 $28M
2024 2 203 $31M

Nearby 401(k) Plans in Ohio

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

Luvata Ohio, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Luvata Ohio, Inc. 401(k) Plan, Total assets ($B): 0.017796413 · Participants: 121Luvata Ohio, Inc. 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Luvata Ohio, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Luvata Ohio, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Diller Scofidio Renfro LLC 401(k) Retirement Plan in NY ($18M); by covered participants it is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Luvata Ohio, Inc. 401(k) Plan assets move in 2024? ▼
Luvata Ohio, Inc. 401(k) Plan grew sharply - up 15.9% during 2024, from $15M to $18M. Reported net income was $2M.
How have Luvata Ohio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luvata Ohio, Inc.'s sponsor-wide assets grew 29.7%, from $24M to $31M.
Which 401(k) plans are similar in size to Luvata Ohio, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Diller Scofidio Renfro LLC 401(k) Retirement Plan in NY ($18M, 79 participants).
Which 401(k) plans cover a similar participant headcount to Luvata Ohio, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants, $104K 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 314358696.

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.