401(k) · DOL Form 5500 · 2023

Glass Lewis & Co. LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 107
Participants Small participant base: 68th
Percentile by assets National rank: $146,483
Avg per participant Above avg balance/head

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Official DOL plan name: Glass Lewis 401(k) Plan · Sponsored by Glass Lewis & Co. LLC · California · Information & Media

$16M in assets, 107 participants

Glass Lewis & Co. LLC's Glass Lewis 401(k) Plan reported $16M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

#1,618 in Information & Media (2,818 peers)

Coverage in California

Glass Lewis 401(k) Plan covers 107 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $16M.

#1,618
in Information & Media (2,818 peers): +19.7%
assets growth YoY

Glass Lewis 401(k) Plan's outsized position by total assets

Glass Lewis 401(k) Plan vs every filed plan by assets

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

$15,673,714 Top 32% higher than 68% 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

Glass Lewis 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. Glass Lewis 401(k) Plan sits mid-pack in the medium band (107 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Glass Lewis 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Glass Lewis 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Glass Lewis 401(k) Plan reported participants rose from 93 in the plan year 2022 filing to 107 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043737021 · Glass Lewis & Co. LLC PY 2023 · 401(k)

Glass Lewis 401(k) Plan · $16M · 107 · 68th

SCH $16M
EBSA 107
PART 68th
TYPE 401(k)
NET near Green Contracting Company, Inc. Retirement Savings Plan
BOOK ind #1618

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 Information & Media retirement plans → · Plans in California →

End-of-year total assets ($M) among Glass Lewis 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$16M
Net Income	$3M
Employer EIN	043737021
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Glass Lewis & Co. LLC)

Latest sponsor-wide plan assets: $18M 40.35005650841484% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	93	$13M
2023	1	107	$16M
2024	1	113	$18M

Nearby 401(k) Plans in California

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

Glass Lewis 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Glass Lewis 401(k) Plan side-by-side with 3 peers →

Glass Lewis 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Green Contracting Company, Inc. Retirement Savings Plan in MD ($16M); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Green Contracting Company, Inc. Retirement Savings Plan (MD) $16M · 69
Mycio Wealth Partners LLC 401(k) Profit Sharing Plan (PA) $16M · 59
Aweber Systems Inc 401(k) Profit Sharing Plan & Trust (PA) $16M · 64
Polymedco, Inc. 401(k) Savings Plan (NY) $16M · 75

Similar participant headcount

Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.

Northern Architectural Systems, Inc. 401(k) Plan (NJ) 107 · 0 off
Tier1 Integrity, LLC 401(k) Plan (TX) 107 · 0 off
Ted Wiens Tire and Auto Center 401(k) Retirement Plan (NV) 107 · 0 off
Aes, Inc. 401(k) Plan (GA) 107 · 0 off

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 Glass Lewis 401(k) Plan assets move in 2023? ▼

Glass Lewis 401(k) Plan grew sharply - up 19.7% during 2023, from $13M to $16M. Reported net income was $3M.

How have Glass Lewis & Co. LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Glass Lewis & Co. LLC's sponsor-wide assets grew 40.4%, from $13M to $18M.

Which 401(k) plans are similar in size to Glass Lewis 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Green Contracting Company, Inc. Retirement Savings Plan in MD ($16M, 69 participants).

Which 401(k) plans cover a similar participant headcount to Glass Lewis 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 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 043737021.