Profit Sharing · DOL Form 5500 · 2022
Brown, Koralchik & Fingersh, Lc Profit Sharing Plan
Data updated 2026-08-11
- $53M
- Total assets
- 54
- Participants
- 88th
- Percentile by assets
- $979,069
- Avg per participant
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.
- 88th percentile by assets (of 139,126 plans)
- #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.
- $53M
- total plan assets (2022 EOY)
- 54
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $979,069
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Lewis Rice Kansas City Savings Plan outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
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)
| 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.
Lewis Rice Kansas City Savings Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Lewis Rice Kansas City Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Lewis Rice Kansas City Savings Plan assets move in 2022? ▼
How have Brown, Koralchik & Fingersh, Lc plan assets changed over time? ▼
Where does Lewis Rice Kansas City Savings Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Lewis Rice Kansas City Savings Plan? ▼
Next read for Lewis Rice Kansas City Savings Plan
Scale reading
Ways to act on Lewis Rice Kansas City Savings Plan's numbers.
- By total assets, Lewis Rice Kansas City Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Missouri. Compare plans
- Brown, Koralchik & Fingersh, Lc's sponsor-wide assets have declined 20.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans