Civic Intelligence

Lucia Management Company

Plan context: Lucia Management Company 401(K) Plan

EIN 27-1742891 • San Diego, CA • 16 filings • 4 plans

16789 Bernardo Center DriveSan Diego, CA 92128
Current Snapshot

Latest Year

2025

2025 Participants

66

2025 Assets

$13,245,766

2025 Contributions

$1,313,032

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$13,245,766$6,622,883$0201020182025YearValue
$13,245,766Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

75380201020182025YearValue
66Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025166$13,245,766$1,313,032$19,894iApproximate average salary by contribution assumption: employee only about $497,361 at 4% or $331,574 at 6%; with 50% employer match about $331,574 at 4% or $221,049 at 6%; with 100% employer match about $248,680 at 4% or $165,787 at 6%.
Lucia Management Company 401(K) Plan-66$13,245,766$1,313,032$19,894iApproximate average salary by contribution assumption: employee only about $497,361 at 4% or $331,574 at 6%; with 50% employer match about $331,574 at 4% or $221,049 at 6%; with 100% employer match about $248,680 at 4% or $165,787 at 6%.
2024163$10,186,694$857,902$13,617iApproximate average salary by contribution assumption: employee only about $340,437 at 4% or $226,958 at 6%; with 50% employer match about $226,958 at 4% or $151,305 at 6%; with 100% employer match about $170,219 at 4% or $113,479 at 6%.
Lucia Management Company 401(K) Plan-63$10,186,694$857,902$13,617iApproximate average salary by contribution assumption: employee only about $340,437 at 4% or $226,958 at 6%; with 50% employer match about $226,958 at 4% or $151,305 at 6%; with 100% employer match about $170,219 at 4% or $113,479 at 6%.
2023157$7,923,094$718,628$12,608iApproximate average salary by contribution assumption: employee only about $315,188 at 4% or $210,125 at 6%; with 50% employer match about $210,125 at 4% or $140,083 at 6%; with 100% employer match about $157,594 at 4% or $105,063 at 6%.
Lucia Management Company 401(K) Plan-57$7,923,094$718,628$12,608iApproximate average salary by contribution assumption: employee only about $315,188 at 4% or $210,125 at 6%; with 50% employer match about $210,125 at 4% or $140,083 at 6%; with 100% employer match about $157,594 at 4% or $105,063 at 6%.
2022153$6,300,478$608,222$11,476iApproximate average salary by contribution assumption: employee only about $286,897 at 4% or $191,265 at 6%; with 50% employer match about $191,265 at 4% or $127,510 at 6%; with 100% employer match about $143,449 at 4% or $95,632 at 6%.
Lucia Management Company 401(K) Plan-53$6,300,478$608,222$11,476iApproximate average salary by contribution assumption: employee only about $286,897 at 4% or $191,265 at 6%; with 50% employer match about $191,265 at 4% or $127,510 at 6%; with 100% employer match about $143,449 at 4% or $95,632 at 6%.
2021156$7,557,036$576,080$10,287iApproximate average salary by contribution assumption: employee only about $257,179 at 4% or $171,452 at 6%; with 50% employer match about $171,452 at 4% or $114,302 at 6%; with 100% employer match about $128,589 at 4% or $85,726 at 6%.
Lucia Management Company 401(K) Plan-56$7,557,036$576,080$10,287iApproximate average salary by contribution assumption: employee only about $257,179 at 4% or $171,452 at 6%; with 50% employer match about $171,452 at 4% or $114,302 at 6%; with 100% employer match about $128,589 at 4% or $85,726 at 6%.
2020155$6,472,750$557,992$10,145iApproximate average salary by contribution assumption: employee only about $253,633 at 4% or $169,088 at 6%; with 50% employer match about $169,088 at 4% or $112,726 at 6%; with 100% employer match about $126,816 at 4% or $84,544 at 6%.
Lucia Management Company 401(K) Plan-55$6,472,750$557,992$10,145iApproximate average salary by contribution assumption: employee only about $253,633 at 4% or $169,088 at 6%; with 50% employer match about $169,088 at 4% or $112,726 at 6%; with 100% employer match about $126,816 at 4% or $84,544 at 6%.
2019157$5,284,189$539,020$9,456iApproximate average salary by contribution assumption: employee only about $236,412 at 4% or $157,608 at 6%; with 50% employer match about $157,608 at 4% or $105,072 at 6%; with 100% employer match about $118,206 at 4% or $78,804 at 6%.
Lucia Management Company 401(K) Plan-57$5,284,189$539,020$9,456iApproximate average salary by contribution assumption: employee only about $236,412 at 4% or $157,608 at 6%; with 50% employer match about $157,608 at 4% or $105,072 at 6%; with 100% employer match about $118,206 at 4% or $78,804 at 6%.
2018160$4,664,283$538,591$8,977iApproximate average salary by contribution assumption: employee only about $224,413 at 4% or $149,609 at 6%; with 50% employer match about $149,609 at 4% or $99,739 at 6%; with 100% employer match about $112,206 at 4% or $74,804 at 6%.
Lucia Management Company 401(K) Plan-60$4,664,283$538,591$8,977iApproximate average salary by contribution assumption: employee only about $224,413 at 4% or $149,609 at 6%; with 50% employer match about $149,609 at 4% or $99,739 at 6%; with 100% employer match about $112,206 at 4% or $74,804 at 6%.
2017164$4,689,623$563,213$8,800iApproximate average salary by contribution assumption: employee only about $220,005 at 4% or $146,670 at 6%; with 50% employer match about $146,670 at 4% or $97,780 at 6%; with 100% employer match about $110,003 at 4% or $73,335 at 6%.
Lucia Management Company 401(K) Plan-64$4,689,623$563,213$8,800iApproximate average salary by contribution assumption: employee only about $220,005 at 4% or $146,670 at 6%; with 50% employer match about $146,670 at 4% or $97,780 at 6%; with 100% employer match about $110,003 at 4% or $73,335 at 6%.
2016169$3,530,794$625,290$9,062iApproximate average salary by contribution assumption: employee only about $226,554 at 4% or $151,036 at 6%; with 50% employer match about $151,036 at 4% or $100,691 at 6%; with 100% employer match about $113,277 at 4% or $75,518 at 6%.
Lucia Management Company 401(K) Plan-69$3,530,794$625,290$9,062iApproximate average salary by contribution assumption: employee only about $226,554 at 4% or $151,036 at 6%; with 50% employer match about $151,036 at 4% or $100,691 at 6%; with 100% employer match about $113,277 at 4% or $75,518 at 6%.
2015175$3,077,010$631,334$8,418iApproximate average salary by contribution assumption: employee only about $210,445 at 4% or $140,296 at 6%; with 50% employer match about $140,296 at 4% or $93,531 at 6%; with 100% employer match about $105,222 at 4% or $70,148 at 6%.
Lucia Management Company 401(K) Plan-75$3,077,010$631,334$8,418iApproximate average salary by contribution assumption: employee only about $210,445 at 4% or $140,296 at 6%; with 50% employer match about $140,296 at 4% or $93,531 at 6%; with 100% employer match about $105,222 at 4% or $70,148 at 6%.
2014174$2,957,987$688,919$9,310iApproximate average salary by contribution assumption: employee only about $232,743 at 4% or $155,162 at 6%; with 50% employer match about $155,162 at 4% or $103,441 at 6%; with 100% employer match about $116,371 at 4% or $77,581 at 6%.
Lucia Management Company 401(K) Plan-74$2,957,987$688,919$9,310iApproximate average salary by contribution assumption: employee only about $232,743 at 4% or $155,162 at 6%; with 50% employer match about $155,162 at 4% or $103,441 at 6%; with 100% employer match about $116,371 at 4% or $77,581 at 6%.
2013161$2,350,383$408,216$6,692iApproximate average salary by contribution assumption: employee only about $167,302 at 4% or $111,534 at 6%; with 50% employer match about $111,534 at 4% or $74,356 at 6%; with 100% employer match about $83,651 at 4% or $55,767 at 6%.
Lucia Management Company 401(K) Plan-61$2,350,383$408,216$6,692iApproximate average salary by contribution assumption: employee only about $167,302 at 4% or $111,534 at 6%; with 50% employer match about $111,534 at 4% or $74,356 at 6%; with 100% employer match about $83,651 at 4% or $55,767 at 6%.
2012167$1,690,795$421,667$6,294iApproximate average salary by contribution assumption: employee only about $157,338 at 4% or $104,892 at 6%; with 50% employer match about $104,892 at 4% or $69,928 at 6%; with 100% employer match about $78,669 at 4% or $52,446 at 6%.
Lucia Management Company 401(K) Plan-67$1,690,795$421,667$6,294iApproximate average salary by contribution assumption: employee only about $157,338 at 4% or $104,892 at 6%; with 50% employer match about $104,892 at 4% or $69,928 at 6%; with 100% employer match about $78,669 at 4% or $52,446 at 6%.
2011164$1,230,134$324,735$5,074iApproximate average salary by contribution assumption: employee only about $126,850 at 4% or $84,566 at 6%; with 50% employer match about $84,566 at 4% or $56,378 at 6%; with 100% employer match about $63,425 at 4% or $42,283 at 6%.
Lucia Management Company 401(K) Plan-64$1,230,134$324,735$5,074iApproximate average salary by contribution assumption: employee only about $126,850 at 4% or $84,566 at 6%; with 50% employer match about $84,566 at 4% or $56,378 at 6%; with 100% employer match about $63,425 at 4% or $42,283 at 6%.
2010159$1,075,508$191,588$3,247iApproximate average salary by contribution assumption: employee only about $81,181 at 4% or $54,121 at 6%; with 50% employer match about $54,121 at 4% or $36,081 at 6%; with 100% employer match about $40,591 at 4% or $27,060 at 6%.
Lucia Management Company 401(K) Plan-59$1,075,508$191,588$3,247iApproximate average salary by contribution assumption: employee only about $81,181 at 4% or $54,121 at 6%; with 50% employer match about $54,121 at 4% or $36,081 at 6%; with 100% employer match about $40,591 at 4% or $27,060 at 6%.