401(k) · DOL Form 5500 · 2024

Lumos & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
113
Participants Small participant base
67th
Percentile by assets National rank
$153,861
Avg per participant Above avg balance/head
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Official DOL plan name: Lumos & Associates, Inc. 401(k) Plan · Sponsored by Lumos & Associates, Inc. · Nevada · Construction

$17M in assets, 113 participants

Lumos & Associates, Inc.'s Lumos & Associates, Inc. 401(k) Plan reported $17M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #5,978 in Construction (9,039 peers)

Coverage in Nevada

Lumos & Associates, Inc. 401(k) Plan covers 113 participants in Nevada, about 18% of the average Nevada filer (state average ~636 per filing). Assets: $17M.

#5,978
in Construction (9,039 peers)
+19.3%
assets growth YoY

Lumos & Associates, Inc. 401(k) Plan's outsized position by total assets

Lumos & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$17,386,317 Top 33% higher than 67% 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

Lumos & Associates, 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. Lumos & Associates, Inc. 401(k) Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lumos & Associates, Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Lumos & Associates, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Lumos & Associates, Inc. 401(k) Plan reported participants rose from 109 in the plan year 2023 filing to 113 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 880158689 · Lumos & Associates, Inc. PY 2024 · 401(k)

Lumos & Associates, Inc. 401(k) Plan · $17M · 113 · 67th

  • BOOK $17M
  • BOOK 113
  • BOOK 67th
  • BOOK 401(k)
  • BOOK near Aria Systems, LLC 401(k) Retirement Plan
  • BOOK ind #5978

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 Construction retirement plans → · Plans in Nevada →

Lumos & Associates, Inc. 401(k) Plan in the asset neighbourhood

Lumos & Associates, Inc. 401(k) PlanLumos & Associates, Inc. 401…$17MAria Systems, LLC 401(k) Retirement PlanAria Systems, LLC 401(k) Ret…$17MDarvin Furniture Employees 401(k) Profit Sharing PlanDarvin Furniture Employees 4…$17MKedren Retirement Plan$17MDfs Flooring, Inc. 401(k) Retirement PlanDfs Flooring, Inc. 401(k) Re…$17M
End-of-year total assets ($M) among Lumos & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nevada filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN880158689
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lumos & Associates, Inc.)

Sponsor-wide plan assets over time

All Lumos & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 55.693434774899664% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $11.2M $17.4M ▲ +55.7%
Year Plans Participants Total Assets
2022 1 90 $11M
2023 1 109 $15M
2024 1 113 $17M

Nearby 401(k) Plans in Nevada

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

Lumos & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.522.5 Total assets ($B) Participants Lumos & Associates, Inc. 401(k) Plan, Total assets ($B): 0.017386317 · Participants: 113Lumos & Associates, Inc. 401(k) PlanThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 2.241956368 · Participants: 37719The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.939824866 · Participants: 46859Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.341794728 · Participants: 7327Barrick Retirement PlanEighth District Electrical Pension Fund Annuity Plan, Total assets ($B): 1.127663414 · Participants: 21516Eighth District Electrical Pension Fund Annuity PlanNv Energy 401(k) Plan, Total assets ($B): 1.125514142 · Participants: 2669Nv Energy 401(k) Plan
Lumos & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants
Compare Lumos & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Nevada, the nearest 401(k) by assets is Aria Systems, LLC 401(k) Retirement Plan in CA ($17M); by covered participants it is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Lumos & Associates, Inc. 401(k) Plan assets move in 2024? ▼
Lumos & Associates, Inc. 401(k) Plan grew sharply - up 19.3% during 2024, from $15M to $17M. Reported net income was $3M.
How have Lumos & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumos & Associates, Inc.'s sponsor-wide assets grew 55.7%, from $11M to $17M.
Which 401(k) plans are similar in size to Lumos & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aria Systems, LLC 401(k) Retirement Plan in CA ($17M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Lumos & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants, $918K 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 880158689.

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.