401(k) · DOL Form 5500 · 2022
The Lewis Bear Company 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 214
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $85,760
- Avg per participant Below avg balance/head
Official DOL plan name: The Lewis Bear Company Profit Sharing/401(k) Plan · Sponsored by The Lewis Bear Company · Florida · Wholesale Trade
$18M in assets, 214 participants
The Lewis Bear Company's The Lewis Bear Company Profit Sharing/401(k) Plan reported $18M in total assets and 214 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #4,992 in Wholesale Trade (6,843 peers)
Coverage in Florida
The Lewis Bear Company Profit Sharing/401(k) Plan covers 214 participants in Florida, about 34% of the average Florida filer (state average ~628 per filing). Assets: $18M.
- #4,992
- in Wholesale Trade (6,843 peers)
- -17.3%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Lewis Bear Company Profit Sharing/401(k) Plan's outsized position by total assets
The Lewis Bear Company Profit Sharing/401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,352,615 Top 24% higher than 76% 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
The Lewis Bear Company Profit Sharing/401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Lewis Bear Company Profit Sharing/401(k) Plan sits mid-pack in the medium band (214 participants).
Form 5500 schedule snapshot
Filing strip 590331980 · The Lewis Bear Company PY 2022 · 401(k)
The Lewis Bear Company Profit Sharing/401(k) Plan · $18M · 214 · 76th
- BOY $18M
- BOY 214
- BOY 76th
- BOY 401(k)
- BOY near Midwest Energy Incentive Savings Plan
- BOY ind #4992
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 Wholesale Trade retirement plans → · Plans in Florida →
The Lewis Bear Company Profit Sharing/401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$4M |
| Employer EIN | 590331980 |
| Plan Effective Date | 1952-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Lewis Bear Company)
Sponsor-wide plan assets over time
All The Lewis Bear Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 2.9156880368274494% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 214 | $18M |
| 2023 | 1 | 248 | $19M |
| 2024 | 1 | 245 | $19M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
The Lewis Bear Company Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Midwest Energy Incentive Savings Plan in MI ($18M); by covered participants it is Phoenix Processor Retirement Savings Plan in WA (214 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Midwest Energy Incentive Savings Plan (MI) $18M · 153
- Eyecare Medical Group Employee Stock Ownership 401(k) Plan (ME) $18M · 107
- Dtric 401(k) Profit Sharing Plan (HI) $18M · 88
- Smp Automotive Systems Employee 401(k) Plan (AL) $18M · 1,325
Similar participant headcount
Nearest other-state filings by covered participants (214 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.