Employer · plans filed under one EIN
Lumen Technologies, Inc.
Monroe, LA · Information
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Lumen Technologies, Inc., based in Monroe, Louisiana, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 78,279 participant records and $10.8B in net assets.
The largest is Lumen 401(k) Savings Plan, an ESOP with a 401(k) feature with 42,516 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $90.1M and participant contributions $220M in the latest plan years; benefits paid were $1.50B. Schedule C compensation reported to service provider organisations totalled $8.7M.
Combined net assets moved from $900M in 2009 to $6.60B in 2025 (up 634%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Lumen 401(k) Savings Plan | ESOP with a 401(k) feature | 2025 | 42,516 | $6.60B | $155,340 | $3,691 | $1.1M |
| Lumen Combined Pension Plan | defined benefit pension plan | 2024 | 35,763 | $4.22B | $117,872 | — | $7.5M |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2025 | 1 | 42,516 | $6.60B | $90.1M | $220M |
| 2024 | 2 | 73,071 | $11.5B | $81.2M | $201M |
| 2023 | 2 | 78,483 | $11.8B | $256M | $214M |
| 2022 | 1 | 38,534 | $4.71B | $0 | $0 |
| 2021 | 2 | 108,375 | $17.2B | $93.3M | $232M |
| 2020 | 2 | 138,339 | $18.7B | $90.3M | $211M |
| 2019 | 2 | 134,098 | $16.5B | $93.8M | $197M |
| 2018 | 2 | 143,378 | $15.2B | $583M | $224M |
| 2017 | 2 | 137,685 | $16.8B | $155M | $126M |
| 2016 | 2 | 143,213 | $14.6B | $156M | $152M |
| 2015 | 2 | 147,720 | $14.6B | $158M | $154M |
| 2014 | 2 | 161,572 | $16.4B | $70.0M | $151M |
| 2013 | 2 | 49,240 | $4.14B | $59.1M | $148M |
| 2012 | 2 | 61,537 | $3.83B | $40.4M | $104M |
| 2011 | 2 | 24,124 | $964M | $33.4M | $47.3M |
| 2010 | 2 | 14,057 | $982M | $6.9M | $15.2M |
| 2009 | 2 | 15,463 | $900M | $6.6M | $16.1M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Towers Watson Delaware Inc. | Actuarial; Consulting (general) | 1 | $3,956,288 |
| Lumen Technologies Service Group | Plan Administrator | 1 | $2,672,014 |
| Principal Financial Group | Contract Administrator; Recordkeeping and information management | 1 | $974,631 |
| Russell Investments Trust Company | Investment management | 1 | $340,903 |
| State Street Bank & Trust Co. | Plan Administrator | 1 | $241,598 |
| Postlethwaite & Netterville | Accounting (including auditing) | 1 | $112,800 |
| PricewaterhouseCoopers LLP | Accounting (including auditing) | 1 | $109,545 |
| International Business Machines Cor | Plan Administrator | 1 | $65,904 |
| Pension Benefit Information, LLC | Consulting (general); Other services | 2 | $58,022 |
| Proskauer Rose LLP | Legal | 1 | $54,211 |
| USI Consulting Group | Consulting (general); Other services | 1 | $34,000 |
| Forms Associates, Inc. | — | 1 | $22,836 |
| Jeffrey R. Wilson Law LLC | Legal | 1 | $16,425 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Lumen Technologies, Inc. have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Lumen 401(k) Savings Plan and Lumen Combined Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Lumen Technologies, Inc. contribute to its plans?
$90,122,428 in employer contributions across these plans in their latest plan years, about $2,686 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Towers Watson Delaware Inc., Lumen Technologies Service Group, Principal Financial Group and Russell Investments Trust Company and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.