401(k) · DOL Form 5500 · 2024

Lumina Foundation for Education, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
55
Participants Small participant base
74th
Percentile by assets National rank
$435,118
Avg per participant High balance/head
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Official DOL plan name: Lumina Foundation for Education, Inc. Savings Investment Plan · Sponsored by Lumina Foundation for Education, Inc. · Indiana · Educational Services

$24M in assets, 55 participants

Lumina Foundation for Education, Inc.'s Lumina Foundation for Education, Inc. Savings Investment Plan reported $24M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,083 in Educational Services (3,638 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. Savings Investment Plan at $24M / 55 participants.

#2,083
in Educational Services (3,638 peers)
+18.5%
assets growth YoY

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

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

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

$23,931,499 Top 26% higher than 74% 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. Savings Investment 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. Savings Investment Plan is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lumina Foundation for Education, Inc. Savings Investment Plan end-of-year assets rose from $20M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Lumina Foundation for Education, Inc. Savings Investment Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Lumina Foundation for Education, Inc. Savings Investment Plan reported participants rose from 51 in the plan year 2023 filing to 55 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 351813228 · Lumina Foundation for Education, Inc. PY 2024 · 401(k)

Lumina Foundation for Education, Inc. Savings Investment Plan · $24M · 55 · 74th

  • EBSA $24M
  • PART 55
  • TYPE 74th
  • NET 401(k)
  • BOOK near American Hydro 401(k) Plan
  • VS-ST ind #2083

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 Educational Services retirement plans → · Plans in Indiana →

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

Producers Rice Mill, Inc. 401(k) PlanProducers Rice Mill, Inc. 40…$24MLumina Foundation for Education, Inc. Savings Investment PlanLumina Foundation for Educat…$24MAmerican Hydro 401(k) Plan$24MTurtle Wax Retirement Savings PlanTurtle Wax Retirement Saving…$24MRed Canary 401(k) Plan$24M
End-of-year total assets ($M) among Lumina Foundation for Education, Inc. Savings Investment Plan and nearest nationwide 401(k) 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)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN351813228
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Lumina Foundation for Education, Inc. Savings Investment Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Lumina Foundation for Education, Inc. Savings Investment Plan, Total assets ($B): 0.023931499 · Participants: 55Lumina Foundation for Education, Inc. Savings Investment PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Lumina Foundation for Education, Inc. Savings Investment Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Lumina Foundation for Education, Inc. Savings Investment Plan side-by-side with 3 peers →

Lumina Foundation for Education, Inc. Savings Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is American Hydro 401(k) Plan in PA ($24M); by covered participants it is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Lumina Foundation for Education, Inc. Savings Investment Plan assets move in 2024? ▼
Lumina Foundation for Education, Inc. Savings Investment Plan grew sharply - up 18.5% during 2024, from $20M to $24M. Reported net income was $4M.
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 401(k) plans are similar in size to Lumina Foundation for Education, Inc. Savings Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Hydro 401(k) Plan in PA ($24M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Lumina Foundation for Education, Inc. Savings Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants, $4M 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.