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
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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

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

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.

See the national 2022→2023 release diff →

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

Michael Lewis Company 401(k) PlanMichael Lewis Company 401(k)…$39MBigcommerce 401(k) Plan$39MDimarco Group Retirement Plan$39MMosure & Syrakis 401(k) Profit Sharing TrustMosure & Syrakis 401(k) Prof…$39MSuperpac, Inc. Employee's Retirement Savings PlanSuperpac, Inc. Employee's Re…$39M
End-of-year total assets ($M) among Michael Lewis Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$39M
Net Income$5M
Employer EIN360905140
Plan Effective Date1985-01-01
Filing StatusFILING 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
$30M$35M$40M$45M$50M 202220232024 $33.9M $44.7M ▲ +31.9%
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.

Michael Lewis Company 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Michael Lewis Company 401(k) Plan, Total assets ($B): 0.039168567 · Participants: 162Michael Lewis Company 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Michael Lewis Company 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Michael Lewis Company 401(k) Plan assets move in 2023?
Michael Lewis Company 401(k) Plan grew sharply - up 15.5% during 2023, from $34M to $39M. Reported net income was $5M.
How have Michael Lewis Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Michael Lewis Company's sponsor-wide assets grew 31.9%, from $34M to $45M.
Where does Michael Lewis Company 401(k) Plan rank by assets among Form 5500 filers?
Michael Lewis Company 401(k) Plan ranks in the 83rd 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 Michael Lewis Company 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Bigcommerce 401(k) Plan in TX ($39M, 1,068 participants).
Which 401(k) plans cover a similar participant headcount to Michael Lewis Company 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Golda Och Academy 401(k) Plan in NJ (162 participants, $11M in assets).