401(k) · DOL Form 5500 · 2023

The Lewis Bear Company 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
248
Participants Below avg headcount
72nd
Percentile by assets National rank
$78,567
Avg per participant Below avg balance/head
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Official DOL plan name: The Lewis Bear Company Profit Sharing/401(k) Plan · Sponsored by The Lewis Bear Company · Florida · Wholesale Trade

$19M in assets, 248 participants

The Lewis Bear Company's The Lewis Bear Company Profit Sharing/401(k) Plan reported $19M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,345 in Wholesale Trade (6,309 peers)

Coverage in Florida

The Lewis Bear Company Profit Sharing/401(k) Plan covers 248 participants in Florida, about 39% of the average Florida filer (state average ~628 per filing). Assets: $19M.

#4,345
in Wholesale Trade (6,309 peers)
+6.2%
assets growth YoY

The Lewis Bear Company Profit Sharing/401(k) Plan's outsized position by total assets

The Lewis Bear Company Profit Sharing/401(k) Plan vs every filed plan by assets

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

$19,484,622 Top 28% higher than 72% 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

The Lewis Bear Company Profit Sharing/401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Lewis Bear Company Profit Sharing/401(k) Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Lewis Bear Company Profit Sharing/401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Lewis Bear Company Profit Sharing/401(k) Plan reported participants rose from 214 in the plan year 2022 filing to 248 in the plan year 2023 filing.
  • The Lewis Bear Company Profit Sharing/401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 590331980 · The Lewis Bear Company PY 2023 · 401(k)

The Lewis Bear Company Profit Sharing/401(k) Plan · $19M · 248 · 72nd

  • EIN $19M
  • RANK 248
  • PHOTO 72nd
  • IND 401(k)
  • EOY near The Contractors Retirement Plan
  • 5500 ind #4345

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 Wholesale Trade retirement plans → · Plans in Florida →

The Lewis Bear Company Profit Sharing/401(k) Plan in the asset neighbourhood

The Lewis Bear Company Profit Sharing/401(k) PlanThe Lewis Bear Company Profi…$19MThe Contractors Retirement PlanThe Contractors Retirement P…$19MThe Contractors Retirement PlanThe Contractors Retirement P…$19MCommunities Foundation of Texas 401(k) PlanCommunities Foundation of Te…$19MIntervala, LLC 401(k) Retirement PlanIntervala, LLC 401(k) Retire…$19M
End-of-year total assets ($M) among The Lewis Bear Company Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN590331980
Plan Effective Date1952-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lewis Bear Company)

Sponsor-wide plan assets over time

All The Lewis Bear Company plans reported in each filing year

Latest sponsor-wide plan assets
$19M 2.9156880368274494% vs 2022
2024 filing year
$18M$18.5M$19M$19.5M$20M 202220232024 $18.4M $18.9M ▲ +2.9%
Year Plans Participants Total Assets
2022 1 214 $18M
2023 1 248 $19M
2024 1 245 $19M

Nearby 401(k) Plans in Florida

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

The Lewis Bear Company Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Lewis Bear Company Profit Sharing/401(k) Plan, Total assets ($B): 0.019484622 · Participants: 248The Lewis Bear Company Profit Sharing/401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
The Lewis Bear Company Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Lewis Bear Company Profit Sharing/401(k) Plan side-by-side with 3 peers →

The Lewis Bear Company Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Contractors Retirement Plan in CA ($19M); by covered participants it is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (248 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 The Lewis Bear Company Profit Sharing/401(k) Plan assets move in 2023? ▼
The Lewis Bear Company Profit Sharing/401(k) Plan grew at a solid clip - up 6.2% during 2023, from $18M to $19M. Reported net income was $1M.
How have The Lewis Bear Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lewis Bear Company's sponsor-wide assets grew 2.9%, from $18M to $19M.
Which 401(k) plans are similar in size to The Lewis Bear Company Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Contractors Retirement Plan in CA ($19M, 145 participants).
Which 401(k) plans cover a similar participant headcount to The Lewis Bear Company Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants, $5M 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 590331980.

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.