Current Snapshot
Latest Year
2025
2025 Participants
20
2025 Assets
$841,539
2025 Contributions
$30,847
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 20 | $841,539 | $30,847 | $1,542iApproximate average salary by contribution assumption: employee only about $38,559 at 4% or $25,706 at 6%; with 50% employer match about $25,706 at 4% or $17,137 at 6%; with 100% employer match about $19,279 at 4% or $12,853 at 6%. |
| Lucy & Co. 401(K) Plan | - | 20 | $841,539 | $30,847 | $1,542iApproximate average salary by contribution assumption: employee only about $38,559 at 4% or $25,706 at 6%; with 50% employer match about $25,706 at 4% or $17,137 at 6%; with 100% employer match about $19,279 at 4% or $12,853 at 6%. |
| 2024 | 1 | 25 | $220,503 | $30,961 | $1,238iApproximate average salary by contribution assumption: employee only about $30,961 at 4% or $20,641 at 6%; with 50% employer match about $20,641 at 4% or $13,760 at 6%; with 100% employer match about $15,481 at 4% or $10,320 at 6%. |
| Lucy & Co. 401(K) Plan | - | 25 | $220,503 | $30,961 | $1,238iApproximate average salary by contribution assumption: employee only about $30,961 at 4% or $20,641 at 6%; with 50% employer match about $20,641 at 4% or $13,760 at 6%; with 100% employer match about $15,481 at 4% or $10,320 at 6%. |
| 2023 | 1 | 3 | $45,134 | $2,723 | $908iApproximate average salary by contribution assumption: employee only about $22,692 at 4% or $15,128 at 6%; with 50% employer match about $15,128 at 4% or $10,085 at 6%; with 100% employer match about $11,346 at 4% or $7,564 at 6%. |
| Lucy & Co. 401(K) Plan | - | 3 | $45,134 | $2,723 | $908iApproximate average salary by contribution assumption: employee only about $22,692 at 4% or $15,128 at 6%; with 50% employer match about $15,128 at 4% or $10,085 at 6%; with 100% employer match about $11,346 at 4% or $7,564 at 6%. |
| 2022 | 1 | 1 | $61,546 | $142 | $142iApproximate average salary by contribution assumption: employee only about $3,550 at 4% or $2,367 at 6%; with 50% employer match about $2,367 at 4% or $1,578 at 6%; with 100% employer match about $1,775 at 4% or $1,183 at 6%. |
| Lucy & Co. 401(K) Plan | - | 1 | $61,546 | $142 | $142iApproximate average salary by contribution assumption: employee only about $3,550 at 4% or $2,367 at 6%; with 50% employer match about $2,367 at 4% or $1,578 at 6%; with 100% employer match about $1,775 at 4% or $1,183 at 6%. |
| 2021 | 1 | 1 | $423,141 | $321,173 | $321,173iApproximate average salary by contribution assumption: employee only about $8,029,325 at 4% or $5,352,883 at 6%; with 50% employer match about $5,352,883 at 4% or $3,568,589 at 6%; with 100% employer match about $4,014,663 at 4% or $2,676,442 at 6%. |
| Lucy & Co. 401(K) Plan | - | 1 | $423,141 | $321,173 | $321,173iApproximate average salary by contribution assumption: employee only about $8,029,325 at 4% or $5,352,883 at 6%; with 50% employer match about $5,352,883 at 4% or $3,568,589 at 6%; with 100% employer match about $4,014,663 at 4% or $2,676,442 at 6%. |