401(k) · DOL Form 5500 · 2023

Lewis Management Corp. 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
560
Participants Below avg headcount
87th
Percentile by assets National rank
$105,547
Avg per participant Below avg balance/head
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Official DOL plan name: Lewis Management Corp. 401(k) Plan · Sponsored by Lewis Management Corp. · California · Real Estate

$59M in assets, 560 participants

Lewis Management Corp.'s Lewis Management Corp. 401(k) Plan reported $59M in total assets and 560 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #4,513 in Real Estate (4,727 peers)

Where Lewis Management Corp. 401(k) Plan sits by assets

Lewis Management Corp. 401(k) Plan sits in the top quartile of all filed plans by assets, $59M for 560 participants (~$105,547/participant), up 18.4% in 2023.

#4,513
in Real Estate (4,727 peers)
+18.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Lewis Management Corp. 401(k) Plan's outsized position by total assets

Lewis Management Corp. 401(k) Plan vs every filed plan by assets

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

$59,106,389 Top 13% higher than 87% 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 Management Corp. 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. Lewis Management Corp. 401(k) Plan sits mid-pack in the medium band (560 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lewis Management Corp. 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Lewis Management Corp. 401(k) Plan end-of-year assets rose from $50M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Lewis Management Corp. 401(k) Plan reported participants rose from 552 in the plan year 2022 filing to 560 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 472958500 · Lewis Management Corp. PY 2023 · 401(k)

Lewis Management Corp. 401(k) Plan · $59M · 560 · 87th

  • EOY $59M
  • 5500 560
  • ASSETS 87th
  • PCT 401(k)
  • EIN near Think 401(k) Plan
  • RANK ind #4513

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 California →

Lewis Management Corp. 401(k) Plan in the asset neighbourhood

Lewis Management Corp. 401(k) PlanLewis Management Corp. 401(k…$59MBerger Singerman, LLP 401(k) and Profit-Sharing PlanBerger Singerman, LLP 401(k)…$59MThink 401(k) Plan$59MOrthoarkansas, P. a. Profit Sharing Plan and TrustOrthoarkansas, P. a. Profit …$59MAtrion Corporation 401(k) Savings PlanAtrion Corporation 401(k) Sa…$59M
End-of-year total assets ($M) among Lewis Management Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$59M
Net Income$9M
Employer EIN472958500
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis Management Corp.)

Sponsor-wide plan assets over time

All Lewis Management Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$72M 44.33220162292691% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $49.9M $72M ▲ +44.3%
Year Plans Participants Total Assets
2022 1 552 $50M
2023 1 560 $59M
2024 1 582 $72M

Nearby 401(k) Plans in California

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

Lewis Management Corp. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lewis Management Corp. 401(k) Plan, Total assets ($B): 0.059106389 · Participants: 560Lewis Management Corp. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Lewis Management Corp. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lewis Management Corp. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Think 401(k) Plan in MN ($59M); by covered participants it is Spl, Inc. 401(k) Profit Sharing Plan in TX (560 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($59M here).

Similar participant headcount

Nearest other-state filings by covered participants (560 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 Management Corp. 401(k) Plan assets move in 2023? ▼
Lewis Management Corp. 401(k) Plan grew sharply - up 18.4% during 2023, from $50M to $59M. Reported net income was $9M.
How have Lewis Management Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lewis Management Corp.'s sponsor-wide assets grew 44.3%, from $50M to $72M.
Where does Lewis Management Corp. 401(k) Plan rank by assets among Form 5500 filers? ▼
Lewis Management Corp. 401(k) Plan ranks in the 87th 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 Management Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Think 401(k) Plan in MN ($59M, 263 participants).
Which 401(k) plans cover a similar participant headcount to Lewis Management Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spl, Inc. 401(k) Profit Sharing Plan in TX (560 participants, $15M 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 472958500.

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.