Money Purchase · DOL Form 5500 · 2022

Lewis Enterprises, Inc Money Purchase Plan

Data updated 2026-08-11

$772K
Total assets
N/A
Participants
22nd
Percentile by assets
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Official DOL plan name: Lewis Enterprises Inc. Money Purchase Pension Plan and Trust · Sponsored by Lewis Enterprises, Inc · Florida · Real Estate

$772K in assets, N/A participants

Lewis Enterprises, Inc's Lewis Enterprises Inc. Money Purchase Pension Plan and Trust reported $772K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • 22nd percentile by assets (of 139,126 plans)
  • #1,913 in Real Estate (5,057 peers)

What the 2022 filing shows

Lewis Enterprises Inc. Money Purchase Pension Plan and Trust holds $772K for N/A participants, among the smaller plans by assets on file.

$772K
total plan assets (2022 EOY)
N/A
covered participants
22nd
percentile by assets (of 139,126 plans)
-2.6%
assets change YoY

The plan reported a net loss of $21K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Lewis Enterprises Inc. Money Purchase Pension Plan and Trust sits by total assets

Lewis Enterprises Inc. Money Purchase Pension Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$771,871 22nd percentile higher than 22% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
Florida
Industry
Real Estate

Money Purchase filing for Lewis Enterprises Inc. Money Purchase Pension Plan and Trust

Money Purchase filing for plan year 2022: EIN 591631915 ; effective since 1976-10-15 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2022)

Total Assets (Beginning of Year)$793K
Net Assets (End of Year)$772K
Net Income-$21K
Employer EIN591631915
Plan Effective Date1976-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis Enterprises, Inc)

$0.73M$0.74M$0.75M$0.76M$0.77M$0.78M 20222023 $0.77M $0.74M ▼ -3.9%
Total plan assets by year, all Lewis Enterprises, Inc plans on file
Year Plans Participants Total Assets
2022 1 N/A $772K
2023 1 N/A $743K

Nearby Money Purchase Plans in Florida

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Lewis Enterprises Inc. Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400 Total assets ($M) Participants Lewis Enterprises In…, Total assets ($M): 0.771871 · Participants: 0Lewis Enterprises In…Elliott Money Purcha…, Total assets ($M): 338.33099 · Participants: 392Elliott Money Purcha…Southern States Savi…, Total assets ($M): 160.403888 · Participants: 13122Southern States Savi…NECA-IBEW 177 Pensio…, Total assets ($M): 115.387897 · Participants: 1358NECA-IBEW 177 Pensio…Lifelink Foundation,…, Total assets ($M): 87.079585 · Participants: 443Lifelink Foundation,…I.B.E.W. Local Union…, Total assets ($M): 77.502515 · Participants: 1699I.B.E.W. Local Union…
Lewis Enterprises Inc. Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Florida, assets vs. participants
Compare Lewis Enterprises Inc. Money Purchase Pe… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Lewis Enterprises Inc. Money Purchase Pension Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Lewis Enterprises Inc. Money Purchase Pension Plan and Trust assets move in 2022? ▼
Lewis Enterprises Inc. Money Purchase Pension Plan and Trust edged down modestly - down 2.6% during 2022, from $793K to $772K. Reported net income was -$21K.
How have Lewis Enterprises, Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Lewis Enterprises, Inc's sponsor-wide assets declined 3.8%, from $772K to $743K.
Where does Lewis Enterprises Inc. Money Purchase Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Lewis Enterprises Inc. Money Purchase Pension Plan and Trust ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Lewis Enterprises Inc. Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Herskovitz & Wynn Profit Sharing Plan in PA ($773K, 2 participants).

Next read for Lewis Enterprises Inc. Money Purchase Pe…

Filing takeaways

Ways to act on Lewis Enterprises Inc. Money Purchase Pension Plan and Trust's numbers.

  • By total assets, Lewis Enterprises Inc. Money Purchase Pension Plan and Trust ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Florida. Compare plans
  • Lewis Enterprises, Inc's sponsor-wide assets have declined 3.8% since 2022 across 2 plan years on file. More Real Estate plans

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 591631915.

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.