401(k) · DOL Form 5500 · 2024

Lucky Services 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
134
Participants Small participant base
39th
Percentile by assets National rank
$32,203
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lsi 401(k) and Profit Sharing Plan · Sponsored by Lucky Services · New Mexico · Mining & Oil Extraction

$4M in assets, 134 participants

Lucky Services's Lsi 401(k) and Profit Sharing Plan reported $4M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #152 in Mining & Oil Extraction (785 peers)

Coverage in New Mexico

Lsi 401(k) and Profit Sharing Plan covers 134 participants in New Mexico, about 37% of the average New Mexico filer (state average ~365 per filing). Assets: $4M.

#152
in Mining & Oil Extraction (785 peers)
+14.7%
assets growth YoY

Lsi 401(k) and Profit Sharing Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Lsi 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$4,315,135 39th percentile higher than 39% 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

Lsi 401(k) and Profit Sharing 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. Lsi 401(k) and Profit Sharing Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lsi 401(k) and Profit Sharing Plan reported net income fell from $726K in the plan year 2023 filing to $553K in the plan year 2024 filing.
  • Lsi 401(k) and Profit Sharing Plan reported participants rose from 109 in the plan year 2023 filing to 134 in the plan year 2024 filing.
  • Lsi 401(k) and Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 850347685 · Lucky Services PY 2024 · 401(k)

Lsi 401(k) and Profit Sharing Plan · $4M · 134 · 39th

  • SCH $4M
  • EBSA 134
  • PART 39th
  • TYPE 401(k)
  • NET near Delta Health Center, Inc. 401(k) Profit Sharing Plan and Trust
  • BOOK ind #152

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 Mining & Oil Extraction retirement plans → · Plans in New Mexico →

Lsi 401(k) and Profit Sharing Plan in the asset neighbourhood

Lsi 401(k) and Profit Sharing PlanLsi 401(k) and Profit Sharin…$4MDelta Health Center, Inc. 401(k) Profit Sharing Plan and TrustDelta Health Center, Inc. 40…$4MSoucy Industries Inc. 401(k) P/S PlanSoucy Industries Inc. 401(k)…$4MSystem Resources Telecom 401(k) PlanSystem Resources Telecom 401…$4MArbutus Park Manor Retirement Savings PlanArbutus Park Manor Retiremen…$4M
End-of-year total assets ($M) among Lsi 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Mexico filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$553K
Employer EIN850347685
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lucky Services)

Sponsor-wide plan assets over time

All Lucky Services plans reported in each filing year

Latest sponsor-wide plan assets
$4M 42.15116240764581% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.04M $4.32M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 85 $3M
2023 1 109 $4M
2024 1 134 $4M

Nearby 401(k) Plans in New Mexico

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

Lsi 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Lsi 401(k) and Profit Sharing Plan, Total assets ($B): 0.004315135 · Participants: 134Lsi 401(k) and Profit Sharing PlanNtess Savings and Income Plan, Total assets ($B): 7.248575896 · Participants: 15926Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.492057254 · Participants: 11744Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.899933857 · Participants: 2058Triad 401(k) Savings PlanTxnm Energy, Inc. Retirement Savings Plan, Total assets ($B): 0.826572097 · Participants: 1631Txnm Energy, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.647938985 · Participants: 2218Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Lsi 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Lsi 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Lsi 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Delta Health Center, Inc. 401(k) Profit Sharing Plan and Trust in MS ($4M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Lsi 401(k) and Profit Sharing Plan assets move in 2024? ▼
Lsi 401(k) and Profit Sharing Plan grew at a solid clip - up 14.7% during 2024, from $4M to $4M. Reported net income was $553K.
How have Lucky Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lucky Services's sponsor-wide assets grew 42.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Lsi 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Delta Health Center, Inc. 401(k) Profit Sharing Plan and Trust in MS ($4M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Lsi 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Whalar 401(k) Plan in NY (134 participants, $6M 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 850347685.

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.