How big is Mount Lucas Management LP's plan?

Mount Lucas Management LP's plan reported $14.3M in assets and 11 participants for 2024.

Original filing (PDF)20251006153415NAL0002015555001

Mount Lucas Management LP

Name: Mount Lucas Management LP — MT. Lucas Management LP, Form 5500 (2024)
Creator: Mount Lucas Management LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MT. Lucas Management LP 401(k) Profit Sharing Plan

401(k) retirement plan · Mount Lucas Management LP's MT. Lucas Management LP 401(k) Profit Sharing Plan held $14.3M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.3M

Net assets (EOY)

$14.3M

People on this filing

Gregory Cox signed Mount Lucas Management LP's 2024 Form 5500 as plan administrator.

Gregory Cox — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mount Lucas Management LP's EIN is 27-3992694.

EIN 27-3992694

Plan number 001

Plan year 2024

ACK ID 20251006153415NAL0002015555001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mount Lucas Management LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mount Lucas Management LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOUNT LUCAS MANAGEMENT LP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

MOUNT LUCAS MANAGEMENT LP

EIN

all filings

Address

405 SOUTH STATE STREET · NEWTOWN, PA · 18940

Phone

(267) 759-3500

Industry

Finance & Insurance

Plan administrator