ESOP · DOL Form 5500 · 2022
Lewis Systems and Service Co, Inc. ESOP
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 56th
- Percentile by assets National rank
Official DOL plan name: Lewis Systems and Service Co, Inc. ESOP · Sponsored by Lewis Systems and Service Co, Inc. · North Carolina · Other Services
$7M in assets, N/A participants
Lewis Systems and Service Co, Inc.'s Lewis Systems and Service Co, Inc. ESOP reported $7M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 56th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #6,187 in Other Services (8,398 peers)
What the 2022 filing shows
Lewis Systems and Service Co, Inc. ESOP holds $7M for N/A participants, above the median plan by assets.
- #6,187
- in Other Services (8,398 peers)
- -0.3%
- assets change YoY
The plan reported a net loss of $21K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lewis Systems and Service Co, Inc. ESOP's mid-pack asset rank among Other Services and all filers
Lewis Systems and Service Co, Inc. ESOP vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,605,952 Top 44% higher than 56% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Plan-year Form 5500 strip
Filing strip 561174811 · Lewis Systems and Service Co, Inc. PY 2022 · ESOP
Lewis Systems and Service Co, Inc. ESOP · $7M · N/A · 56th
- RANK $7M
- RANK N/A
- RANK 56th
- RANK ESOP
- RANK near Hba Architecture Interior Design, Inc. ESOP II
- RANK ind #6187
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in North Carolina →
Lewis Systems and Service Co, Inc. ESOP in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$21K |
| Employer EIN | 561174811 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lewis Systems and Service Co, Inc.)
Sponsor-wide plan assets over time
All Lewis Systems and Service Co, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $7M |
| 2023 | 1 | N/A | N/A |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Old Dominion 401(k) Retirement Plan $1.8B · 24,080
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,322
- State Utility Contractors, Inc. Employee Stock Ownership Plan $82M · 147
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $78M · 250
- Mckim & Creed, Inc. Employee Stock Ownership Plan $72M · 790
Lewis Systems and Service Co, Inc. ESOP's closest out-of-state ESOP peers by assets
Outside North Carolina, the nearest ESOP by end-of-year assets is Hba Architecture Interior Design, Inc. ESOP II in VA at $7M (this filing: $7M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Hba Architecture Interior Design, Inc. ESOP II (VA) $7M · 33
- House & Robertson Architects, Inc. Employee Stock Ownership Plan (CA) $7M · 52
- Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust (NE) $7M · 52
- Edminster, Hinshaw, Russ & Associates, Inc. Employee Stock Ownership Plan and Trust (TX) $7M · 171
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.