Defined Benefit (Pension) · DOL Form 5500 · 2024

Lumina Foundation for Education, Inc. Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
48
Participants Small participant base
73rd
Percentile by assets National rank
$488,055
Avg per participant High balance/head
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Official DOL plan name: Lumina Foundation for Education, Inc. Pension Plan · Sponsored by Lumina Foundation for Education, Inc. · Indiana · Manufacturing

$23M in assets, 48 participants

Lumina Foundation for Education, Inc.'s Lumina Foundation for Education, Inc. Pension Plan reported $23M in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #11,256 in Manufacturing (17,777 peers)

Lumina Foundation for Education, Inc. multi-year trail

Lumina Foundation for Education, Inc.'s plans moved +29.6% in assets from 2022 to 2024; this filing shows Lumina Foundation for Education, Inc. Pension Plan at $23M / 48 participants.

#11,256
in Manufacturing (17,777 peers)
+5.7%
assets growth YoY

Lumina Foundation for Education, Inc. Pension Plan's outsized position by total assets

Lumina Foundation for Education, Inc. Pension Plan vs every filed plan by assets

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

$23,426,647 Top 27% higher than 73% 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

Lumina Foundation for Education, Inc. Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lumina Foundation for Education, Inc. Pension Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lumina Foundation for Education, Inc. Pension Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Lumina Foundation for Education, Inc. Pension Plan end-of-year assets rose from $22M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 351813228 · Lumina Foundation for Education, Inc. PY 2024 · Defined Benefit (Pension)

Lumina Foundation for Education, Inc. Pension Plan · $23M · 48 · 73rd

  • PCT $23M
  • EIN 48
  • RANK 73rd
  • PHOTO Defined Benefit (Pension)
  • IND near Kikkoman Foods, Inc. Pension Plan
  • EOY ind #11256

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 Indiana →

Lumina Foundation for Education, Inc. Pension Plan in the asset neighbourhood

Ravenswood Represented Employee Defined Benefit PlanRavenswood Represented Emplo…$23MNovelis Fairmont Hourly Pension PlanNovelis Fairmont Hourly Pens…$23MKikkoman Foods, Inc. Pension PlanKikkoman Foods, Inc. Pension…$23MLumina Foundation for Education, Inc. Pension PlanLumina Foundation for Educat…$23MNew York Independent System Operator Pension PlanNew York Independent System …$23M
End-of-year total assets ($M) among Lumina Foundation for Education, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Lumina Foundation for Education, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lumina Foundation for Education, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 29.57149254282217% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.6M $47.4M ▲ +29.6%
Year Plans Participants Total Assets
2022 2 91 $37M
2023 2 99 $42M
2024 2 103 $47M

Lumina Foundation for Education, Inc. filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$1M
Employer EIN351813228
Plan Effective Date1979-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lumina Foundation for Education, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -5051015 Total assets ($B) Participants Lumina Foundation for Education, Inc. Pension Plan, Total assets ($B): 0.023426647 · Participants: 48Lumina Foundation for Education, Inc. Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.79293888 · Participants: 19897The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.225499056 · Participants: 30640Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.815373164 · Participants: 11039Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.237231976 · Participants: 7552Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.003483487 · Participants: 2133Nisource Pension Plan
Lumina Foundation for Education, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Lumina Foundation for Education, Inc. Pension Plan side-by-side with 3 peers →

Lumina Foundation for Education, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Kikkoman Foods, Inc. Pension Plan in WI ($23M); by covered participants it is The Retirement Plan for Employees of the Estate of Thomas O'connor in TX (48 participants). Same-state nearby plans are listed separately above.

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 Lumina Foundation for Education, Inc. Pension Plan assets move in 2024? ▼
Lumina Foundation for Education, Inc. Pension Plan grew at a solid clip - up 5.7% during 2024, from $22M to $23M. Reported net income was $1M.
How have Lumina Foundation for Education, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumina Foundation for Education, Inc.'s sponsor-wide assets grew 29.6%, from $37M to $47M.
Which Defined Benefit (Pension) plans are similar in size to Lumina Foundation for Education, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kikkoman Foods, Inc. Pension Plan in WI ($23M, 49 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lumina Foundation for Education, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Retirement Plan for Employees of the Estate of Thomas O'connor in TX (48 participants, $64M 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 351813228.

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.