Profit Sharing · DOL Form 5500 · 2022
Brown, Koralchik & Fingersh, Lc Profit Sharing Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 54
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $979,069
- Avg per participant High balance/head
Official DOL plan name: Lewis Rice Kansas City Savings Plan · Sponsored by Brown, Koralchik & Fingersh, Lc · Missouri · Professional & Technical Services
$53M in assets, 54 participants
Brown, Koralchik & Fingersh, Lc's Lewis Rice Kansas City Savings Plan reported $53M in total assets and 54 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.
- #19,304 in Professional & Technical Services (21,562 peers)
Where Lewis Rice Kansas City Savings Plan sits by assets
Lewis Rice Kansas City Savings Plan sits in the top quartile of all filed plans by assets, $53M for 54 participants (~$979,069/participant), down 7.0% in 2022.
- #19,304
- in Professional & Technical Services (21,562 peers)
- -7.0%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lewis Rice Kansas City Savings Plan's outsized position by total assets
Lewis Rice Kansas City Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$52,869,740 Top 12% higher than 88% 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
Lewis Rice Kansas City Savings Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lewis Rice Kansas City Savings Plan is a small filing (54 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 440529202 · Brown, Koralchik & Fingersh, Lc PY 2022 · Profit Sharing
Lewis Rice Kansas City Savings Plan · $53M · 54 · 88th
- BOY $53M
- SCH 54
- EBSA 88th
- PART Profit Sharing
- TYPE near New Visions for Public Schools 403(b) Plan
- NET ind #19304
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 Missouri →
Lewis Rice Kansas City Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | -$4M |
| Employer EIN | 440529202 |
| Plan Effective Date | 2017-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brown, Koralchik & Fingersh, Lc)
Sponsor-wide plan assets over time
All Brown, Koralchik & Fingersh, Lc plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 20.336990497778125% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 54 | $53M |
| 2023 | 1 | 56 | $37M |
| 2024 | 1 | 57 | $42M |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Boilermakers National Annuity Trust $1.2B · 18,584
- Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. $490M · 4,856
- I. B. E. W. Local Union No. 124 Annuity Plan $328M · 3,250
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $325M · 3,378
- Iron Workers St. Louis District Council Annuity Trust Fund $302M · 6,869
Lewis Rice Kansas City Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Missouri, the nearest Profit Sharing by assets is New Visions for Public Schools 403(b) Plan in NY ($53M); by covered participants it is The Nielsen Company 1081. 01(D) Savings Plan in PR (54 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
- New Visions for Public Schools 403(b) Plan (NY) $53M · 731
- Bridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund (OH) $53M · 388
- Action for Boston Community Development Pension Plan (MA) $53M · 743
- Williams & Connolly LLP Profit Sharing Plan for Secretarial and Certain Other Specified Employees (DC) $53M · 666
Similar participant headcount
Nearest other-state filings by covered participants (54 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.