Money Purchase · DOL Form 5500 · 2022
Lewis Enterprises, Inc Money Purchase Plan
Data updated 2026-08-25
- $772K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 22nd
- Percentile by assets National rank
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.
- #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.
- #1,913
- in Real Estate (5,057 peers)
- -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.
Lewis Enterprises Inc. Money Purchase Pension Plan and Trust among the smaller filed plans by 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
DOL schedule card
Filing strip 591631915 · Lewis Enterprises, Inc PY 2022 · Money Purchase
Lewis Enterprises Inc. Money Purchase Pension Plan and Trust · $772K · N/A · 22nd
- ASSETS $772K
- ASSETS N/A
- ASSETS 22nd
- ASSETS Money Purchase
- ASSETS near Herskovitz & Wynn Profit Sharing Plan
- ASSETS ind #1913
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 Florida →
Lewis Enterprises Inc. Money Purchase Pension Plan and Trust in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $793K |
|---|---|
| Net Assets (End of Year) | $772K |
| Net Income | -$21K |
| Employer EIN | 591631915 |
| Plan Effective Date | 1976-10-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lewis Enterprises, Inc)
Sponsor-wide plan assets over time
All Lewis Enterprises, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $743K 3.792732205251914% vs 2022
- 2023 filing year
| 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.
- Elliott Money Purchase Pension Plan $338M · 392
- Southern States Savings & Retirement Plan Trust $160M · 13,122
- NECA-IBEW 177 Pension Fund $115M · 1,358
- Lifelink Foundation, Inc. Retirement Plan $87M · 443
- I.B.E.W. Local Union No. 728 Annuity Fund $78M · 1,699
Lewis Enterprises Inc. Money Purchase Pension Plan and Trust's closest out-of-state Money Purchase peers by assets
Outside Florida, the nearest Money Purchase by end-of-year assets is Herskovitz & Wynn Profit Sharing Plan in PA at $773K (this filing: $772K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($772K here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.