401(k) · DOL Form 5500 · 2023

Lewis Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$359K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$179,530
Avg per participant Above avg balance/head
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Official DOL plan name: Lewis Holdings, Inc. 401(k) Plan · Sponsored by Lewis Holdings, Inc. · Tennessee · Real Estate

$359K in assets, 2 participants

Lewis Holdings, Inc.'s Lewis Holdings, Inc. 401(k) Plan reported $359K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,144 in Real Estate (4,727 peers)

Lewis Holdings, Inc. multi-year trail

Lewis Holdings, Inc.'s plans moved -20.4% in assets from 2022 to 2024; this filing shows Lewis Holdings, Inc. 401(k) Plan at $359K / 2 participants.

#1,144
in Real Estate (4,727 peers)
+43.0%
assets growth YoY

Lewis Holdings, Inc. 401(k) Plan among the smaller filed plans by assets

Lewis Holdings, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$359,059 15th percentile higher than 15% of 127,068 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 2023

Lewis Holdings, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lewis Holdings, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lewis Holdings, Inc. 401(k) Plan reported net income rose from $59K in the plan year 2022 filing to $108K in the plan year 2023 filing.
  • Lewis Holdings, Inc. 401(k) Plan end-of-year assets rose from $251K in the plan year 2022 filing to $359K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 462979894 · Lewis Holdings, Inc. PY 2023 · 401(k)

Lewis Holdings, Inc. 401(k) Plan · $359K · 2 · 15th

  • EIN $359K
  • RANK 2
  • PHOTO 15th
  • IND 401(k)
  • EOY near Titanic Canoe and Kayak Rental, Inc. 401(k) Plan
  • 5500 ind #1144

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 Real Estate retirement plans → · Plans in Tennessee →

Lewis Holdings, Inc. 401(k) Plan in the asset neighbourhood

Lewis Holdings, Inc. 401(k) PlanLewis Holdings, Inc. 401(k) …$359KTitanic Canoe and Kayak Rental, Inc. 401(k) PlanTitanic Canoe and Kayak Rent…$359KDuckwing 401(k) Trust$359KThe Arete Initiative, Inc. 401(k) Profit Sharing PlanThe Arete Initiative, Inc. 4…$359KSea Safety & Survival, Inc. Retirement Savings PlanSea Safety & Survival, Inc. …$359K
End-of-year total assets ($M) among Lewis Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lewis Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lewis Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$200K 20.368821777289305% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M$0.4M 202220232024 $0.25M $0.2M ▼ -20.0%
Year Plans Participants Total Assets
2022 1 2 $251K
2023 1 2 $359K
2024 1 2 $200K

Lewis Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$251K
Net Assets (End of Year)$359K
Net Income$108K
Employer EIN462979894
Plan Effective Date2013-06-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Lewis Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Lewis Holdings, Inc. 401(k) Plan, Total assets ($B): 0.000359059 · Participants: 2Lewis Holdings, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Lewis Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Lewis Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Lewis Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Titanic Canoe and Kayak Rental, Inc. 401(k) Plan in IL ($359K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lewis Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Lewis Holdings, Inc. 401(k) Plan surged - up 43.0% during 2023, from $251K to $359K. Reported net income was $108K.
How have Lewis Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lewis Holdings, Inc.'s sponsor-wide assets declined 20.4%, from $251K to $200K.
Where does Lewis Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Lewis Holdings, Inc. 401(k) Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Lewis Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Titanic Canoe and Kayak Rental, Inc. 401(k) Plan in IL ($359K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Lewis Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 462979894.

Read our methodology - how this data is sourced, computed, and verified.

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