401(k) · DOL Form 5500 · 2022

Lewis Management Corp. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
552
Participants Below avg headcount
88th
Percentile by assets National rank
$90,407
Avg per participant Below avg balance/head
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Official DOL plan name: Lewis Management Corp. 401(k) Plan · Sponsored by Lewis Management Corp. · California · Real Estate

$50M in assets, 552 participants

Lewis Management Corp.'s Lewis Management Corp. 401(k) Plan reported $50M in total assets and 552 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #4,840 in Real Estate (5,057 peers)

Where Lewis Management Corp. 401(k) Plan sits by assets

Lewis Management Corp. 401(k) Plan sits in the top quartile of all filed plans by assets, $50M for 552 participants (~$90,407/participant), down 19.6% in 2022.

#4,840
in Real Estate (5,057 peers)
-19.6%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lewis Management Corp. 401(k) Plan's outsized position by total assets

Lewis Management Corp. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$49,904,404 Top 12% higher than 88% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Lewis Management Corp. 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. Lewis Management Corp. 401(k) Plan sits mid-pack in the medium band (552 participants).

Form 5500 schedule snapshot

Filing strip 472958500 · Lewis Management Corp. PY 2022 · 401(k)

Lewis Management Corp. 401(k) Plan · $50M · 552 · 88th

  • VS-ST $50M
  • BOY 552
  • SCH 88th
  • EBSA 401(k)
  • PART near Rco Engineering, Inc. 401(k) Plan
  • TYPE ind #4840

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 Real Estate retirement plans → · Plans in California →

Lewis Management Corp. 401(k) Plan in the asset neighbourhood

Rco Engineering, Inc. 401(k) PlanRco Engineering, Inc. 401(k)…$50MWasatch Pediatrics, Inc. 401(k) Profit Sharing PlanWasatch Pediatrics, Inc. 401…$50MWinchester Interconnect 401(k) PlanWinchester Interconnect 401(…$50MLewis Management Corp. 401(k) PlanLewis Management Corp. 401(k…$50MCommunity Veterinary Partners 401(k) PlanCommunity Veterinary Partner…$50M
End-of-year total assets ($M) among Lewis Management Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$50M
Net Income-$12M
Employer EIN472958500
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis Management Corp.)

Sponsor-wide plan assets over time

All Lewis Management Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$72M 44.33220162292691% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $49.9M $72M ▲ +44.3%
Year Plans Participants Total Assets
2022 1 552 $50M
2023 1 560 $59M
2024 1 582 $72M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lewis Management Corp. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lewis Management Corp. 401(k) Plan, Total assets ($B): 0.049904404 · Participants: 552Lewis Management Corp. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Lewis Management Corp. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lewis Management Corp. 401(k) Plan side-by-side with 3 peers →

Lewis Management Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rco Engineering, Inc. 401(k) Plan in MI ($50M); by covered participants it is Nakupuna Foundation Family of Companies Retirement Plan in HI (552 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Similar participant headcount

Nearest other-state filings by covered participants (552 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.

Frequently Asked Questions

How did Lewis Management Corp. 401(k) Plan assets move in 2022? ▼
Lewis Management Corp. 401(k) Plan declined sharply - down 19.6% during 2022, from $62M to $50M. Reported net income was -$12M.
How have Lewis Management Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lewis Management Corp.'s sponsor-wide assets grew 44.3%, from $50M to $72M.
Where does Lewis Management Corp. 401(k) Plan rank by assets among Form 5500 filers? ▼
Lewis Management Corp. 401(k) Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lewis Management Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rco Engineering, Inc. 401(k) Plan in MI ($50M, 516 participants).
Which 401(k) plans cover a similar participant headcount to Lewis Management Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nakupuna Foundation Family of Companies Retirement Plan in HI (552 participants, $37M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 472958500.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.