Money Purchase · DOL Form 5500 · 2023
Lewellen Accountancy Corporation Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $586,363
- Avg per participant High balance/head
Official DOL plan name: Lewellen Accountancy Corporation Retirement Trust · Sponsored by Lewellen Accountancy Corporation · California · Professional & Technical Services
$2M in assets, 3 participants
Lewellen Accountancy Corporation's Lewellen Accountancy Corporation Retirement Trust reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- #5,011 in Professional & Technical Services (20,321 peers)
2023 asset change
Lewellen Accountancy Corporation Retirement Trust grew at a solid clip 8.6% in 2023 ($2M → $2M) for 3 participants.
- #5,011
- in Professional & Technical Services (20,321 peers)
- +8.6%
- assets growth YoY
Lewellen Accountancy Corporation Retirement Trust among the smaller filed plans by assets
Lewellen Accountancy Corporation Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,759,089 29th percentile higher than 29% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lewellen Accountancy Corporation Retirement Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lewellen Accountancy Corporation Retirement Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lewellen Accountancy Corporation Retirement Trust reported net income rose from -$634K in the plan year 2022 filing to $139K in the plan year 2023 filing.
- Lewellen Accountancy Corporation Retirement Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 330148642 · Lewellen Accountancy Corporation PY 2023 · Money Purchase
Lewellen Accountancy Corporation Retirement Trust · $2M · 3 · 29th
- RANK $2M
- RANK 3
- RANK 29th
- RANK Money Purchase
- RANK near Frasier, Johnson & Martin Money Purchase Plan
- RANK ind #5011
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 Professional & Technical Services retirement plans → · Plans in California →
Lewellen Accountancy Corporation Retirement Trust in the asset neighbourhood
Lewellen Accountancy Corporation years around the 2023 move
Sponsor-wide plan assets over time
All Lewellen Accountancy Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 9.57495199717075% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $2M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $139K |
| Employer EIN | 330148642 |
| Plan Effective Date | 1998-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Lewellen Accountancy Corporation Retirement Trust's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Frasier, Johnson & Martin Money Purchase Plan in KS ($2M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Ansonics Profit Sharing Plan (OR) 3 · 0 off
- The Ms Group Money Purchase Plan and Trust (MS) 3 · 0 off
- Software Plus P-S Plan (MI) 3 · 0 off
- Software Plus Money Purchase (MI) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.