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Department of Labor filing

LUTRON ELECTRONICS CO., INC.

LUTRON RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 7, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

99filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$11,283

Reported employer contributions per active participant.

Higher than about 100% of comparable plans
#People in the filing
2,233

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$8 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 98% of comparable plans
↗Investment performance
Not available

Plan assets changed 13.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202499out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions100th percentileTypical peer $4,042 · based on 53 comparable plans
Lower reported administrative expense98th percentileTypical peer $71 · based on 53 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, LUTRON ELECTRONICS CO., INC. reported $25,193,922 in employer contributions across the plan and 2,233 active participants. That works out to $11,283 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy67%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 5.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 47.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context99/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$25,193,922
Participant contributions
$20,491,964
Other contributions
$1,180,661
Employer share of reported contributions
55.1%
Beginning assets
$676,913,150
Ending assets
$764,597,080
Ending net assets
$764,597,080
Ending liabilities
$0
Total income
$138,709,190
Total expenses
$51,025,260
Administrative expenses
$25,865
Participant loans
$5,556,346

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$10,747
2023
$11,034
2024
$11,283
Plan-paid administrative expenses per participant
2022
$5
2023
$7
2024
$8
Active participants
2022
2,221
2023
2,298
2024
2,233
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$11,2832,233764.6M20251007132656NAL0002499891001
2023$11,0342,298676.9M20241007140403NAL0008943043001
2022$10,7472,221560.3M20231013140123NAL0067444626001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.7%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
231599902-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1973
Industry
Industry group 335
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2H2J2K2S2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
DODGE AND COX2024Not reportedunknown
DWS DISTRIBUTORS, INC.2024Not reportedunknown
FRANKLIN TEMPLETON2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
HARBOR FUNDS2024Not reportedunknown
HARTFORD FUNDS2024Not reportedunknown
INVESCO2024Not reportedunknown
JP MORGAN2024Not reportedunknown
LEGG MASON FUNDS2024Not reportedunknown
NEUBURGER AND BERMAN MANAGEMENT INC2024Not reportedunknown
PRINCIPAL INVESTMENTS2024Not reportedunknown
T. ROWE PRICE RPS, INC.2024Not reportedunknown
VANGUARD MARKETING CORP2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251007132656NAL0002499891001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗