401(k) · DOL Form 5500 · 2022

Loewy Enterprises 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
164
Participants Small participant base
38th
Percentile by assets National rank
$15,718
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Loewy Enterprises 401(k) Profit Sharing Plan & Trust · Sponsored by Loewy Enterprises · California · Wholesale Trade

$3M in assets, 164 participants

Loewy Enterprises's Loewy Enterprises 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 164 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,719 in Wholesale Trade (6,843 peers)

Coverage in California

Loewy Enterprises 401(k) Profit Sharing Plan & Trust covers 164 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $3M.

#1,719
in Wholesale Trade (6,843 peers)
+3.5%
assets growth YoY

Loewy Enterprises 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers

Loewy Enterprises 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,577,813 38th percentile higher than 38% 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

Loewy Enterprises 401(k) Profit Sharing Plan & Trust 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. Loewy Enterprises 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (164 participants).

DOL schedule card

Filing strip 954443873 · Loewy Enterprises PY 2022 · 401(k)

Loewy Enterprises 401(k) Profit Sharing Plan & Trust · $3M · 164 · 38th

  • RANK $3M
  • PHOTO 164
  • IND 38th
  • EOY 401(k)
  • 5500 near People Technology and Processe 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #1719

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 California →

Loewy Enterprises 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Loewy Enterprises 401(k) Profit Sharing Plan & TrustLoewy Enterprises 401(k) Pro…$3MPeople Technology and Processe 401(k) Profit Sharing Plan & TrustPeople Technology and Proces…$3MMiami Automotive Retail, Inc. 401(k) PlanMiami Automotive Retail, Inc…$3MXcira, LLC 401(k) Plan$3MBeaumac Company, Inc. 401(k) PlanBeaumac Company, Inc. 401(k)…$3M
End-of-year total assets ($M) among Loewy Enterprises 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$86K
Employer EIN954443873
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Loewy Enterprises 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Loewy Enterprises 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002577813 · Participants: 164Loewy Enterprises 401(k) Profit Sharing Plan & TrustWells 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
Loewy Enterprises 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Loewy Enterprises 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is People Technology and Processe 401(k) Profit Sharing Plan & Trust in FL ($3M); by covered participants it is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Loewy Enterprises 401(k) Profit Sharing Plan & Trust assets move in 2022?
Loewy Enterprises 401(k) Profit Sharing Plan & Trust edged up modestly - up 3.5% during 2022, from $2M to $3M. Reported net income was $86K.
Which 401(k) plans are similar in size to Loewy Enterprises 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is People Technology and Processe 401(k) Profit Sharing Plan & Trust in FL ($3M, 234 participants).
Which 401(k) plans cover a similar participant headcount to Loewy Enterprises 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants, N/A in assets).