Money Purchase · DOL Form 5500 · 2022
Lewellen Accountancy Corporation Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $540,072
- Avg per participant High balance/head
Official DOL plan name: Lewellen Accountancy Corporation Retirement Trust · Sponsored by Lewellen Accountancy Corporation · California · Professional & Technical Services
$2M in assets, 3 participants
Lewellen Accountancy Corporation's Lewellen Accountancy Corporation Retirement Trust reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.
- #5,847 in Professional & Technical Services (21,562 peers)
2022 asset change
Lewellen Accountancy Corporation Retirement Trust declined sharply 28.1% in 2022 ($2M → $2M) for 3 participants.
- #5,847
- in Professional & Technical Services (21,562 peers)
- -28.1%
- assets change YoY
The plan reported a net loss of $634K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lewellen Accountancy Corporation Retirement Trust among the smaller filed plans by assets
Lewellen Accountancy Corporation Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,620,217 31st percentile higher than 31% 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
Lewellen Accountancy Corporation Retirement Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lewellen Accountancy Corporation Retirement Trust is a micro filing (3 participants), the leftmost band.
DOL schedule card
Filing strip 330148642 · Lewellen Accountancy Corporation PY 2022 · Money Purchase
Lewellen Accountancy Corporation Retirement Trust · $2M · 3 · 31st
- VS-ST $2M
- VS-ST 3
- VS-ST 31st
- VS-ST Money Purchase
- VS-ST near Hotel & Restaurant Industry Restated Pension Plan
- VS-ST ind #5847
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 Professional & Technical Services retirement plans → · Plans in California →
Lewellen Accountancy Corporation Retirement Trust in the asset neighbourhood
Lewellen Accountancy Corporation years around the 2022 move
Sponsor-wide plan assets over time
All Lewellen Accountancy Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 9.57495199717075% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $2M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$634K |
| Employer EIN | 330148642 |
| Plan Effective Date | 1998-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Lewellen Accountancy Corporation Retirement Trust's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Hotel & Restaurant Industry Restated Pension Plan in WI ($2M); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.