401(k) · DOL Form 5500 · 2024

Luma Energy, LLC 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
2,631
Participants Above avg headcount
88th
Percentile by assets National rank
$28,754
Avg per participant Low balance/head
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Official DOL plan name: Luma Energy 401 (K) Pr Retirement Savings Plan · Sponsored by Luma Energy, LLC · Puerto Rico · Utilities

$76M in assets, 2,631 participants

Luma Energy, LLC's Luma Energy 401 (K) Pr Retirement Savings Plan reported $76M in total assets and 2,631 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #420 in Utilities (732 peers)

Coverage in Puerto Rico

Luma Energy 401 (K) Pr Retirement Savings Plan covers 2,631 participants in Puerto Rico, 29x the typical Puerto Rico plan (state average ~89 per filing). Assets: $76M.

#420
in Utilities (732 peers)
+45.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Luma Energy 401 (K) Pr Retirement Savings Plan's outsized position by total assets

Luma Energy 401 (K) Pr Retirement Savings Plan vs every filed plan by assets

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

$75,652,697 Top 12% higher than 88% 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

Luma Energy 401 (K) Pr Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Luma Energy 401 (K) Pr Retirement Savings Plan lands in the large band (2,631 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Luma Energy 401 (K) Pr Retirement Savings Plan end-of-year assets rose from $52M in the plan year 2023 filing to $76M in the plan year 2024 filing.
  • Luma Energy 401 (K) Pr Retirement Savings Plan reported participants fell from 3,216 in the plan year 2023 filing to 2,631 in the plan year 2024 filing.
  • Luma Energy 401 (K) Pr Retirement Savings Plan reported net income fell from $26M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660940278 · Luma Energy, LLC PY 2024 · 401(k)

Luma Energy 401 (K) Pr Retirement Savings Plan · $76M · 2,631 · 88th

  • PCT $76M
  • PCT 2,631
  • PCT 88th
  • PCT 401(k)
  • PCT near Korber Supply Chain US, Inc. 401(k) Savings Plan
  • PCT ind #420

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 Utilities retirement plans → · Plans in Puerto Rico →

Luma Energy 401 (K) Pr Retirement Savings Plan in the asset neighbourhood

Shorr Packaging Corp. Employees Profit Sharing & 401(k) PlanShorr Packaging Corp. Employ…$76MLuma Energy 401 (K) Pr Retirement Savings PlanLuma Energy 401 (K) Pr Retir…$76MKorber Supply Chain US, Inc. 401(k) Savings PlanKorber Supply Chain US, Inc.…$76MNorris Mclaughlin, P.a. Thrift Savings PlanNorris Mclaughlin, P.a. Thri…$76MFgmk, LLC Employees 401(k) PlanFgmk, LLC Employees 401(k) P…$76M
End-of-year total assets ($M) among Luma Energy 401 (K) Pr Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$76M
Net Income$24M
Employer EIN660940278
Plan Effective Date2020-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Luma Energy, LLC)

Sponsor-wide plan assets over time

All Luma Energy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$76M 186.3607110910041% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $26.4M $75.7M ▲ +186.3%
Year Plans Participants Total Assets
2022 1 2,945 $26M
2023 1 3,216 $52M
2024 1 2,631 $76M

Nearby 401(k) Plans in Puerto Rico

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

Luma Energy 401 (K) Pr Retirement Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 0100200300400500 Total assets ($M) Participants Luma Energy 401 (K) Pr Retirement Savings Plan, Total assets ($M): 75.652697 · Participants: 2631Luma Energy 401 (K) Pr Retirement Savings PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 395.418432 · Participants: 88Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 231.602491 · Participants: 542Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 199.102479 · Participants: 1552Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 170.397343 · Participants: 942Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 164.421743 · Participants: 2826Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
Luma Energy 401 (K) Pr Retirement Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Luma Energy 401 (K) Pr Retirement Savings Plan side-by-side with 3 peers →

Luma Energy 401 (K) Pr Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Korber Supply Chain US, Inc. 401(k) Savings Plan in MN ($76M); by covered participants it is Synergos Companies 401(k) Plan in AZ (2,632 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,631 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 Luma Energy 401 (K) Pr Retirement Savings Plan assets move in 2024? ▼
Luma Energy 401 (K) Pr Retirement Savings Plan surged - up 45.5% during 2024, from $52M to $76M. Reported net income was $24M.
How have Luma Energy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luma Energy, LLC's sponsor-wide assets grew 186.4%, from $26M to $76M.
Where does Luma Energy 401 (K) Pr Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Luma Energy 401 (K) Pr Retirement Savings Plan ranks in the 88th 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 Luma Energy 401 (K) Pr Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Korber Supply Chain US, Inc. 401(k) Savings Plan in MN ($76M, 556 participants).
Which 401(k) plans cover a similar participant headcount to Luma Energy 401 (K) Pr Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Synergos Companies 401(k) Plan in AZ (2,632 participants, $36M 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 660940278.

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.