Defined Benefit (Pension) · DOL Form 5500 · 2022

Lewis Brothers Bakeries, Inc. Pension Plan

Data updated 2026-08-11

$53M
Total assets
561
Participants
89th
Percentile by assets
$95,141
Avg per participant
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Official DOL plan name: Lewis Brothers Bakeries, Inc Pension Plan · Sponsored by Lewis Brothers Bakeries, Inc. · Indiana · Manufacturing

$53M in assets, 561 participants

Lewis Brothers Bakeries, Inc.'s Lewis Brothers Bakeries, Inc Pension Plan reported $53M in total assets and 561 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 139,126 plans)
  • #17,100 in Manufacturing (20,602 peers)

Where Lewis Brothers Bakeries, Inc Pension Plan sits by assets

Lewis Brothers Bakeries, Inc Pension Plan sits in the top quartile of all filed plans by assets, $53M for 561 participants (~$95,141/participant), down 11.2% in 2022.

$53M
total plan assets (2022 EOY)
561
covered participants
89th
percentile by assets (of 139,126 plans)
$95,141
avg assets per participant

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.

State
Industry

Lewis Brothers Bakeries, Inc Pension Plan vs the 2022 asset distribution

By assets, Lewis Brothers Bakeries, Inc Pension Plan outranks 89% 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)$60M
Net Assets (End of Year)$53M
Net Income-$7M
Employer EIN370636783
Plan Effective Date1967-12-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis Brothers Bakeries, Inc.)

$70M$80M$90M$100M$110M 202220232024 $76.3M $99M ▲ +29.9%
Total plan assets by year, all Lewis Brothers Bakeries, Inc. plans on file
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.

Lewis Brothers Bakeries, Inc Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants

Lewis Brothers Bakeries, Inc Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Lewis Brothers Baker…The Lilly Retirement…Cummins Pension PlanIndiana Laborers Pen…Elevance Health Cash…Nisource Pension Plan
Lewis Brothers Bakeries, Inc Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Lewis Brothers Bakeries, Inc Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Lewis Brothers Bakeries, Inc Pension Plan assets move in 2022?
Lewis Brothers Bakeries, Inc Pension Plan pulled back noticeably - down 11.2% during 2022, from $60M to $53M. Reported net income was -$7M.
How have Lewis Brothers Bakeries, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lewis Brothers Bakeries, Inc.'s sponsor-wide assets grew 29.9%, from $76M to $99M.
Where does Lewis Brothers Bakeries, Inc Pension Plan rank by assets among Form 5500 filers?
Lewis Brothers Bakeries, Inc Pension Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Lewis Brothers Bakeries, Inc Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is First Community Credit Union Retirement Pension Plan in MO ($53M, 578 participants).

Next read for Lewis Brothers Bakeries, Inc Pension Pla…

Scale reading

Ways to act on Lewis Brothers Bakeries, Inc Pension Plan's numbers.

  • By total assets, Lewis Brothers Bakeries, Inc Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Indiana. Compare plans
  • Lewis Brothers Bakeries, Inc.'s sponsor-wide assets have grown 29.9% since 2022 across 3 plan years on file. More Manufacturing plans