Luby'S Restaurant Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Luby'S Restaurant Corporation (EIN 87-1502525) is a plan sponsor located in Houston, TX with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
87-1502525
Location
Houston, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Luby'S Restaurant Corporation

  • 2 loaded plans hold $1.9M in reported assets.
  • The largest, Luby'S Restaurant Corporation Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2,822 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.9MSummed across loaded plans$1,941,015
Total reported assets$1.9M$1,941,015
Total reported participants2.8K2,822
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.9M total assets
Net assets$1.9MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$237K
Total income / additions$506.2K
Expenses & distributions
Benefits paid / distributions$242.8K
Total expenses$279.4K
Net increase / (decrease)$226.7K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Luby'S Restaurant Corporation Retirement Savings Plan
Participants per plan1,411Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 1,751 participants · 2023
  2. 2
    Luby'S Restaurant Corporation Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 1,071 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Luby'S Restaurant Corporation. Open one for its full reported snapshot.

  1. 2023
    Luby'S Restaurant Corporation Employee Benefit Plan1,071 participants · 2No schedules
    View filing →
  2. 2023
    Luby'S Restaurant Corporation Retirement Savings Plan1,751 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Luby'S Restaurant Corporation report on Form 5500?
Luby'S Restaurant Corporation (EIN 87-1502525) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Luby'S Restaurant Corporation?
The Employer Identification Number (EIN) reported for Luby'S Restaurant Corporation is 87-1502525.
What is the latest Form 5500 filing year for Luby'S Restaurant Corporation?
The latest loaded Form 5500 filing year for Luby'S Restaurant Corporation is 2023.

Related Form 5500 pages