401(k) · DOL Form 5500 · 2023

Lewis & Ellis, LLC 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
92
Participants Small participant base
88th
Percentile by assets National rank
$682,244
Avg per participant High balance/head
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Official DOL plan name: Lewis & Ellis, LLC Profit Sharing Plan · Sponsored by Lewis & Ellis, LLC · Texas · Finance & Insurance

$63M in assets, 92 participants

Lewis & Ellis, LLC's Lewis & Ellis, LLC Profit Sharing Plan reported $63M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,190 in Finance & Insurance (8,869 peers)

Where Lewis & Ellis, LLC Profit Sharing Plan sits by assets

Lewis & Ellis, LLC Profit Sharing Plan sits in the top quartile of all filed plans by assets, $63M for 92 participants (~$682,244/participant), up 3.8% in 2023.

#7,190
in Finance & Insurance (8,869 peers)
+3.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Lewis & Ellis, LLC Profit Sharing Plan's outsized position by total assets

Lewis & Ellis, LLC Profit Sharing Plan vs every filed plan by assets

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

$62,766,493 Top 12% higher than 88% 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

Lewis & Ellis, LLC Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lewis & Ellis, LLC Profit Sharing Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lewis & Ellis, LLC Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lewis & Ellis, LLC Profit Sharing Plan end-of-year assets rose from $60M in the plan year 2022 filing to $63M in the plan year 2023 filing.
  • Lewis & Ellis, LLC Profit Sharing Plan reported participants fell from 93 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 751281520 · Lewis & Ellis, LLC PY 2023 · 401(k)

Lewis & Ellis, LLC Profit Sharing Plan · $63M · 92 · 88th

  • IND $63M
  • IND 92
  • IND 88th
  • IND 401(k)
  • IND near Exactech, Inc. 401(k) Profit Sharing Plan
  • IND ind #7190

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 Finance & Insurance retirement plans → · Plans in Texas →

Lewis & Ellis, LLC Profit Sharing Plan in the asset neighbourhood

Cambro Manufacturing Company Employees 401(k) Retirement PlanCambro Manufacturing Company…$63MLewis & Ellis, LLC Profit Sharing PlanLewis & Ellis, LLC Profit Sh…$63MExactech, Inc. 401(k) Profit Sharing PlanExactech, Inc. 401(k) Profit…$63MThai Summit America Corporation Profit Sharing & 401(k) PlanThai Summit America Corporat…$63MTyndale House Ministries 401(k) PlanTyndale House Ministries 401…$63M
End-of-year total assets ($M) among Lewis & Ellis, LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$63M
Net Income$2M
Employer EIN751281520
Plan Effective Date1969-03-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis & Ellis, LLC)

Sponsor-wide plan assets over time

All Lewis & Ellis, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$74M 21.730479272512724% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $60.5M $73.6M ▲ +21.7%
Year Plans Participants Total Assets
2022 1 93 $60M
2023 1 92 $63M
2024 1 110 $74M

Nearby 401(k) Plans in Texas

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

Lewis & Ellis, LLC Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lewis & Ellis, LLC Profit Sharing Plan, Total assets ($B): 0.062766493 · Participants: 92Lewis & Ellis, LLC Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Lewis & Ellis, LLC Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lewis & Ellis, LLC Profit Sharing Plan side-by-side with 3 peers →

Lewis & Ellis, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Exactech, Inc. 401(k) Profit Sharing Plan in FL ($63M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Lewis & Ellis, LLC Profit Sharing Plan assets move in 2023? ▼
Lewis & Ellis, LLC Profit Sharing Plan edged up modestly - up 3.8% during 2023, from $60M to $63M. Reported net income was $2M.
How have Lewis & Ellis, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lewis & Ellis, LLC's sponsor-wide assets grew 21.7%, from $60M to $74M.
Where does Lewis & Ellis, LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lewis & Ellis, LLC Profit Sharing Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lewis & Ellis, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Exactech, Inc. 401(k) Profit Sharing Plan in FL ($63M, 617 participants).
Which 401(k) plans cover a similar participant headcount to Lewis & Ellis, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 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 751281520.

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.