Benchmarking Luxottica Puerto Rico Tax Incentive Savings Plan in Mason, OH against all plans
Luxottica Puerto Rico Tax Incentive Savings Plan in Mason, OH has the 6th-highest diversity of asset types (28.2%) among the 317 plans whose industry group is Offices of Other Health Practitioners. That 28.2% compares to an average of 8.6% across those 317 plans.
Luxottica Puerto Rico Tax Incentive Savings Plan has these standings among those 317 peer plans related to asset types (values of zero are not shown):
Luxottica Puerto Rico Tax Incentive Savings Plan has these standings among those 317 peer plans related to asset types (values of zero are not shown):
- diversity of asset types = 28.2% (6th-highest)
- receivables - employer contributions = $34,947 (51st-most)
- receivables - participant contributions = $6,959 (66th-most)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) = $601,833 (2nd-most)
- participant loans = $253,070 (4th-most)
- value of interest in common/collective trusts = $155,648 (41st-highest)
- value of interest in registered investment companies (e.g., mutual funds) = $2.70M (151st-lowest, tied)
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Peers
beat out by Femwell Group Health, Inc. 401(K) Plan in Miami, FL (44.3%), Health Dimensions Rehabilitation, Inc. 401(K) Retirement Savings Plan in Cambridge, MN (35.2%), Clinical Practice Management, Inc. 401(K) Plan and Trust in Orange, CA (33.2%), and Florida Eye Consultants, Inc. 401(K) Profit Sharing Plan in Melbourne, FL (32.2%), and 1 other.
beat Louisiana Public Health Institute 401(K) Plan in New Orleans, LA (28.0%), Care Plus NJ, Inc. Union Plan in Paramus, NJ (26.7%), Pinnacle Medical Group, Inc. 401(K) Plan in Minnetonka, MN (26.4%), and Southeast Health Group Retirement Plan in La Junta, CO (25.9%), and 307 others, ending with IVX Health 401(K) Plan in Brentwood, TN (0.0%).
beat Louisiana Public Health Institute 401(K) Plan in New Orleans, LA (28.0%), Care Plus NJ, Inc. Union Plan in Paramus, NJ (26.7%), Pinnacle Medical Group, Inc. 401(K) Plan in Minnetonka, MN (26.4%), and Southeast Health Group Retirement Plan in La Junta, CO (25.9%), and 307 others, ending with IVX Health 401(K) Plan in Brentwood, TN (0.0%).
References
- diversity of asset types. Higher values are better. The diversity of asset types is calculated by taking the mathematical entropy of the 24 dollar values for the 24 asset types, after excluding negative asset values, then dividing by 4.584962 (which is the maximum possible entropy of 24 numeric quantities), and multiplying by 100 to obtain a percentage whose potential range is 0% to 100%. Mathematical entropy is a way to measure the balance among a group of numeric values; maximum entropy is when all the values are equal and nonzero. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- whose industry group is. The industry group is the first four digits from the six-digit NAICS business code, Line 2d in Form 5500, which best describes the nature of the plan sponsor’s business, from the available list. If more than one employer or employee organization is involved, filers are asked to enter the business code for the main business activity of the employer and/or employee organizations. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.