401(k) · DOL Form 5500 · 2023

Mitchell Lewis & Staver Co. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
221
Participants Below avg headcount
61st
Percentile by assets National rank
$51,116
Avg per participant Low balance/head
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Official DOL plan name: Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan · Sponsored by Mitchell Lewis & Staver Co. · Oregon · Wholesale Trade

$11M in assets, 221 participants

Mitchell Lewis & Staver Co.'s Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan reported $11M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,392 in Wholesale Trade (6,309 peers)

Coverage in Oregon

Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan covers 221 participants in Oregon, about 50% of the average Oregon filer (state average ~443 per filing). Assets: $11M.

#3,392
in Wholesale Trade (6,309 peers)
+11.5%
assets growth YoY

Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,296,730 Top 39% higher than 61% 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

Mitchell Lewis & Staver Co. 401(k) Profit Sharing 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. Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan reported participants rose from 188 in the plan year 2022 filing to 221 in the plan year 2023 filing.
  • Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930332159 · Mitchell Lewis & Staver Co. PY 2023 · 401(k)

Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan · $11M · 221 · 61st

  • SCH $11M
  • SCH 221
  • SCH 61st
  • SCH 401(k)
  • SCH near Suntrup 401(k) Plan
  • SCH ind #3392

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 Wholesale Trade retirement plans → · Plans in Oregon →

Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan in the asset neighbourhood

Mitchell Lewis & Staver Co. 401(k) Profit Sharing PlanMitchell Lewis & Staver Co. …$11MSuntrup 401(k) Plan$11MAxxess Consult, Inc. 401(k) Profit Sharing Plan and TrustAxxess Consult, Inc. 401(k) …$11MPrometheus Laboratories Inc. 401(k) PlanPrometheus Laboratories Inc.…$11MConsulting Services Group, LLC 401(k) PlanConsulting Services Group, L…$11M
End-of-year total assets ($M) among Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN930332159
Plan Effective Date1968-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mitchell Lewis & Staver Co.)

Sponsor-wide plan assets over time

All Mitchell Lewis & Staver Co. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 20.272474036466164% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $10.1M $12.2M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 188 $10M
2023 1 221 $11M
2024 1 178 $12M

Nearby 401(k) Plans in Oregon

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

Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan, Total assets ($B): 0.01129673 · Participants: 221Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Suntrup 401(k) Plan in MO ($11M); by covered participants it is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan assets move in 2023? ▼
Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan grew at a solid clip - up 11.5% during 2023, from $10M to $11M. Reported net income was $1M.
How have Mitchell Lewis & Staver Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mitchell Lewis & Staver Co.'s sponsor-wide assets grew 20.3%, from $10M to $12M.
Which 401(k) plans are similar in size to Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Suntrup 401(k) Plan in MO ($11M, 216 participants).
Which 401(k) plans cover a similar participant headcount to Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants, $3M 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 930332159.

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.