Luby'S 401(k) plan

Luby'S, Inc., Houston, TX. EIN 74-1335253. Annual reports 2009–2022. Also filed as Lubys, Inc.

Luby'S, Inc. has no active retirement plan on file. Its last annual report was for 2022. No traditional pension plan appears in Luby'S's filings since 2009.

Active plans: 0
Plans on file: 1
Industry: Hotels and restaurants

The plan

Luby'S Savings and Investment Plan

401(k)Closed

Closed. The plan filed its final annual report for 2022, which means its assets were paid out or moved and it no longer exists.

Plan number: 003Employer EIN 74-1335253
Participants (2021): 1,695
Net assets (2021): $21.0 million
Recordkeeper: EmpowerEarlier: Capital Group (American Funds) (2009–2014)
Plan administrator: Luby'S, Inc.
13111 Northwest Freeway Suite 600
Houston, TX 77040
(713) 329-6876As filed for 2022
In effect since: March 1, 1997

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	Empower
2021	1,695	$21.0 million	Empower
2020	2,986	$23.0 million	Empower
2019	4,385	$27.3 million	Empower
2018	4,506	$25.1 million	Empower
2017	4,914	$28.5 million	Empower
2016	5,195	$26.2 million	Empower
2015	5,058	$24.3 million	Empower
2014	6,882	$26.1 million	Capital Group (American Funds)
2013	7,739	$24.8 million	Capital Group (American Funds)
2012	6,386	$19.7 million	Capital Group (American Funds)
2011	12,404	$17.7 million	Capital Group (American Funds)
2010	11,262	$17.6 million	Capital Group (American Funds)
2009	9,240	$15.7 million	Capital Group (American Funds)

If you had money in one of these plans

If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Luby'S Savings and Investment Plan

If you had money in one of these plans

What these numbers are

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