Retirement plan

LUKE ENGINEERING & MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN

Name: LUKE MANUFACTURING COMPANY, INC. - LUKE ENGINEERING & MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: LUKE MANUFACTURING COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LUKE ENGINEERING & MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN, LUKE MANUFACTURING COMPANY, INC.

LUKE MANUFACTURING COMPANY, INC.EIN 34-0970366Plan #003PY 2025

P.O. BOX 478 - WADSWORTH, OH 44282330-335-1501

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$15.2M

+10.3% from 2024

Total participants

+1.1% from 2024

Average account balance

$167,279

+10.3% from 2024

Annual return

9.79%

-14.49 pp from 2024

Benchmarks

See 2,194 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,194 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$15.22M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$167K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

146.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$824K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.79%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$8247

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$750K

$12104 / participant

Other / not subdivided$750K100.0%

% of EOY assets

4.930%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$167,279

$104,098+60.7%

$140,514+19.0%

$94,015+77.9%

Participation rate

98.4%

73.7%+24.7pp

77.8%+20.6pp

70.8%+27.6pp

Annual return

9.79%

15.14%-5.3pp

14.36%-4.6pp

17.84%-8.1pp

Employer contribution / active EE

$9,937

$2,388+316.1%

$3,378+194.1%

$2,790+256.1%

Participant deferral / active EE

$3,357

$4,033-16.8%

$4,919-31.7%

$4,249-21.0%

Admin fee / account holder

$8,247

$10,439-21.0%

$13,697-39.8%

$8,951-7.9%

LUKE ENGINEERING & MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LUKE ENGINEERING & MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion