401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$43M
Total assets Below avg plan size
50
Participants Small participant base
82nd
Percentile by assets National rank
$862,420
Avg per participant High balance/head
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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.

  • #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.

#16,731
in Professional & Technical Services (20,173 peers)
+5.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust's outsized position 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 $2,050,000,000 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

Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust is a small filing (50 participants) on this national headcount ladder.

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 →

Form 5500 schedule snapshot

Filing strip 910851326 · Lukins & Annis, P.S. PY 2024 · 401(k)

Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust · $43M · 50 · 82nd

  • TYPE $43M
  • NET 50
  • BOOK 82nd
  • VS-ST 401(k)
  • BOY near Magnum, Ltd. 401(k) Plan
  • SCH ind #16731

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 Professional & Technical Services retirement plans → · Plans in Washington →

Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Abx 401(k) Retirement Plan$43MWyffels Hybrids, Inc. Employees' Profit Sharing and Savings PlanWyffels Hybrids, Inc. Employ…$43MFranklin Mint Federal Credit Union 401(k)Franklin Mint Federal Credit…$43MLukins & Annis, P.S. 401(k) Profit Sharing Plan and TrustLukins & Annis, P.S. 401(k) …$43MMagnum, Ltd. 401(k) Plan$43M
End-of-year total assets ($M) among Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Lukins & Annis, P.S. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 22.398879292905193% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $35.2M $43.1M ▲ +22.4%
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 ($B) Participants Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.043121004 · Participants: 50Lukins & Annis, P.S. 401(k) Profit Sharing Plan and TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($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 Sharing Plan and Trust side-by-side with 3 peers →

Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Magnum, Ltd. 401(k) Plan in ND ($43M); by covered participants it is Advata 401(k) Plan in TX (50 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (50 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 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).
Which 401(k) plans cover a similar participant headcount to Lukins & Annis, P.S. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Advata 401(k) Plan in TX (50 participants, N/A 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 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.