Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Lewis Brothers Bakeries, Inc Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Lewis Brothers Bakeries, Inc. · Indiana · Manufacturing

What the 2023 filing shows

Lewis Brothers Bakeries, Inc Pension Plan holds $53M for 561 participants — about $95,141 per participant, down 11.2% over the 2022 plan year.

$53M
total plan assets (2022 EOY)
561
covered participants
$95,141
avg assets per participant
-11.2%
assets change YoY

The plan reported a net loss of $7M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$53M
Participants
561
State
Industry
Manufacturing

What the Filing Says About Lewis Brothers Bakeries, Inc Pension Plan

Lewis Brothers Bakeries, Inc Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Lewis Brothers Bakeries, Inc., headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports $53M in total end-of-year assets and covers 561 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 370636783, and the plan has been effective since 1967-12-29. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $60M at the beginning of 2022 to $53M at year-end — a decline of 11.2%. Net assets (after liabilities) closed the year at $53M, with reported net income of $-6,700,199 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$60M
Total Assets (End of Year)$53M
Net Assets (End of Year)$53M
Net Income$-6,700,199
Plan TypeDefined Benefit (Pension)
Employer EIN370636783
Plan Effective Date1967-12-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis Brothers Bakeries, Inc.)

Year Plans Participants Total Assets
2022 2 815 $76M
2023 2 1,655 $90M
2024 2 1,655 $99M

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Lewis Brothers Bakeries, Inc Pension Plan?
As of the 2022 Form 5500 filing, Lewis Brothers Bakeries, Inc Pension Plan holds $53M in total assets with 561 participants. It is sponsored by Lewis Brothers Bakeries, Inc..
What type of plan is Lewis Brothers Bakeries, Inc Pension Plan?
Lewis Brothers Bakeries, Inc Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1967-12-29. The plan is filed with the U.S. Department of Labor under EIN 370636783.
Who sponsors the Lewis Brothers Bakeries, Inc Pension Plan?
Lewis Brothers Bakeries, Inc Pension Plan is sponsored by Lewis Brothers Bakeries, Inc., located in Indiana. The sponsor's EIN is 370636783 and the plan operates in the Manufacturing industry.
How did Lewis Brothers Bakeries, Inc Pension Plan perform in 2022?
Lewis Brothers Bakeries, Inc Pension Plan declined by 11.2% during 2022, moving from $60M to $53M in total assets. Net income was $-6,700,199.
Where can I find official filings for Lewis Brothers Bakeries, Inc Pension Plan?
Official Form 5500 filings for Lewis Brothers Bakeries, Inc Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 370636783 or plan name at efast.dol.gov.
How does Lewis Brothers Bakeries, Inc Pension Plan compare to other plans?
You can compare Lewis Brothers Bakeries, Inc Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 370636783.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.