401(k) · DOL Form 5500 · 2024

Lukins & Annis, P.S. 401(k) Plan

Data updated 2026-08-11

$43M
Total assets
50
Participants
82nd
Percentile by assets
$862,420
Avg per participant
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Official DOL plan name: Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust · Sponsored by Lukins & Annis, P.S. · Washington · Professional & Technical Services

$43M in assets, 50 participants

Lukins & Annis, P.S.'s Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust reported $43M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 123,622 plans)
  • #16,731 in Professional & Technical Services (20,173 peers)

Where Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust sits by assets

Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $43M for 50 participants (~$862,420/participant), up 5.2% in 2024.

$43M
total plan assets (2024 EOY)
50
covered participants
82nd
percentile by assets (of 123,622 plans)
$862,420
avg assets per participant

Where Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust sits by total assets

Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$43,121,004 Top 18% higher than 82% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust reported participants fell from 55 in the plan year 2023 filing to 50 in the plan year 2024 filing.
  • Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $41M in the plan year 2023 filing to $43M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Washington
Industry
Professional & Technical Services

Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust vs the 2024 asset distribution

By assets, Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust outranks 82% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$43M
Net Income$2M
Employer EIN910851326
Plan Effective Date1971-06-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Lukins & Annis, P.S.)

$30M$35M$40M$45M 202220232024 $35.2M $43.1M ▲ +22.4%
Total plan assets by year, all Lukins & Annis, P.S. plans on file
Year Plans Participants Total Assets
2022 1 57 $35M
2023 1 55 $41M
2024 1 50 $43M

Nearby 401(k) Plans in Washington

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

Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Lukins & Annis, P.S.…, Total assets ($B): 0.043121004 · Participants: 50Lukins & Annis, P.S.…The Boeing Company 4…, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 4…Microsoft Corporatio…, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporatio…Costco 401(k) Retire…, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retire…Amazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Lukins & Annis, P.S. 401(k) Profit Shari… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 5.2% during 2024, from $41M to $43M. Reported net income was $2M.
How have Lukins & Annis, P.S. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lukins & Annis, P.S.'s sponsor-wide assets grew 22.4%, from $35M to $43M.
Where does Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust ranks in the 82nd 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 Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Magnum, Ltd. 401(k) Plan in ND ($43M, 1,733 participants).

Next read for Lukins & Annis, P.S. 401(k) Profit Shari…

Scale reading

Ways to act on Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust's numbers.

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 910851326.

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.