401(k) · DOL Form 5500 · 2022
Lewis Tree Service, Inc. 401(k) Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 3,263
- Participants Above avg headcount
- 89th
- Percentile by assets National rank
- $16,358
- Avg per participant Low balance/head
Official DOL plan name: The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan · Sponsored by Lewis Tree Service, Inc. · New York · Agriculture, Forestry & Fishing
$53M in assets, 3,263 participants
Lewis Tree Service, Inc.'s The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan reported $53M in total assets and 3,263 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #1,428 in Agriculture, Forestry & Fishing (1,523 peers)
Coverage in New York
The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan covers 3,263 participants in New York, 4.1x the typical New York plan (state average ~798 per filing). Assets: $53M.
- #1,428
- in Agriculture, Forestry & Fishing (1,523 peers)
- -12.7%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan's outsized position by total assets
The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$53,375,889 Top 11% higher than 89% 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 Tree Service Save Money and Reduce Taxes (Smart) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan lands in the large band (3,263 participants).
Plan-year Form 5500 strip
Filing strip 161004851 · Lewis Tree Service, Inc. PY 2022 · 401(k)
The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan · $53M · 3,263 · 89th
- PCT $53M
- EIN 3,263
- RANK 89th
- PHOTO 401(k)
- IND near Mobis Parts America, LLC 401(k) Profit Sharing Plan
- EOY ind #1428
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 Agriculture, Forestry & Fishing retirement plans → · Plans in New York →
The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | -$8M |
| Employer EIN | 161004851 |
| Plan Effective Date | 1989-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lewis Tree Service, Inc.)
Sponsor-wide plan assets over time
All Lewis Tree Service, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $521M 18.966041209708223% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,570 | $438M |
| 2023 | 2 | 7,841 | $467M |
| 2024 | 2 | 6,280 | $521M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Mobis Parts America, LLC 401(k) Profit Sharing Plan in CA ($53M); by covered participants it is Pechanga Development Corporation 401(k) Plan in CA (3,263 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
Similar participant headcount
Nearest other-state filings by covered participants (3,263 participants); asset peers above are excluded.
- Pechanga Development Corporation 401(k) Plan (CA) 3,263 · 0 off
- Alliant Energy Corporation 401(k) Savings Plan (WI) 3,263 · 0 off
- Legrand North America 401(k) Plan (CT) 3,264 · 1 off
- Delta Dental of California 401(k) Plan (CA) 3,265 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.