Money Purchase · DOL Form 5500 · 2022
Lewellen Accountancy Corporation Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 3
- Participants
- 31st
- Percentile by assets
- $540,072
- Avg per participant
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.
- 31st percentile by assets (of 139,126 plans)
- #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.
- $2M
- total plan assets (2022 EOY)
- 3
- covered participants
- 31st
- percentile by assets (of 139,126 plans)
- $540,072
- avg assets per participant
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.
2022 asset move for Lewellen Accountancy Corporation Retirement Trust
Year over year, total assets declined sharply from $2M at the start of 2022 to $2M at year-end (down 28.1%). Net assets closed at $2M; reported net income -$634K.
Lewellen Accountancy Corporation years around the 2022 move
| 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.
Lewellen Accountancy Corporation Retirement Trust vs. nearby Money Purchase plans in California, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Lewellen Accountancy Corporation Retirement Trust by total assets, not by location.
Frequently Asked Questions
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2022 change
Ways to act on Lewellen Accountancy Corporation Retirement Trust's numbers.
- By total assets, Lewellen Accountancy Corporation Retirement Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Lewellen Accountancy Corporation's sponsor-wide assets have grown 9.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans