401(k) · DOL Form 5500 · 2023
Michael Lewis Company 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 162
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $241,781
- Avg per participant Above avg balance/head
Official DOL plan name: Michael Lewis Company 401(k) Plan · Sponsored by Michael Lewis Company · Illinois · Food Services & Accommodation
$39M in assets, 162 participants
Michael Lewis Company's Michael Lewis Company 401(k) Plan reported $39M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #3,657 in Food Services & Accommodation (3,828 peers)
Coverage in Illinois
Michael Lewis Company 401(k) Plan covers 162 participants in Illinois, about 21% of the average Illinois filer (state average ~779 per filing). Assets: $39M.
- #3,657
- in Food Services & Accommodation (3,828 peers)
- +15.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Michael Lewis Company 401(k) Plan's outsized position by total assets
Michael Lewis Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,168,567 Top 17% higher than 83% 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
Michael Lewis Company 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. Michael Lewis Company 401(k) Plan sits mid-pack in the medium band (162 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Michael Lewis Company 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Michael Lewis Company 401(k) Plan end-of-year assets rose from $34M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Michael Lewis Company 401(k) Plan reported participants rose from 147 in the plan year 2022 filing to 162 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 360905140 · Michael Lewis Company PY 2023 · 401(k)
Michael Lewis Company 401(k) Plan · $39M · 162 · 83rd
- BOOK $39M
- BOOK 162
- BOOK 83rd
- BOOK 401(k)
- BOOK near Bigcommerce 401(k) Plan
- BOOK ind #3657
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 Food Services & Accommodation retirement plans → · Plans in Illinois →
Michael Lewis Company 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $5M |
| Employer EIN | 360905140 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Michael Lewis Company)
Sponsor-wide plan assets over time
All Michael Lewis Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 31.86048525603406% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 147 | $34M |
| 2023 | 1 | 162 | $39M |
| 2024 | 1 | 198 | $45M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Michael Lewis Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Bigcommerce 401(k) Plan in TX ($39M); by covered participants it is Golda Och Academy 401(k) Plan in NJ (162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Bigcommerce 401(k) Plan (TX) $39M · 1,068
- Dimarco Group Retirement Plan (NY) $39M · 529
- Mosure & Syrakis 401(k) Profit Sharing Trust (OH) $39M · 353
- Superpac, Inc. Employee's Retirement Savings Plan (PA) $39M · 183
Similar participant headcount
Nearest other-state filings by covered participants (162 participants); asset peers above are excluded.
- Golda Och Academy 401(k) Plan (NJ) 162 · 0 off
- Rps Composites Retirement Savings Plan (AL) 162 · 0 off
- Paul USA 401(k) Plan (MA) 162 · 0 off
- David&goliath Employees 401(k)/Profit Sharing Plan (CA) 162 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.