401(k) · DOL Form 5500 · 2023

Lewis Tree Service, Inc. 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
3,374
Participants Above avg headcount
87th
Percentile by assets National rank
$17,957
Avg per participant Low balance/head
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Official DOL plan name: The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan · Sponsored by Lewis Tree Service, Inc. · New York · Agriculture, Forestry & Fishing

$61M in assets, 3,374 participants

Lewis Tree Service, Inc.'s The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan reported $61M in total assets and 3,374 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.

  • #1,193 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in New York

The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan covers 3,374 participants in New York, 4.2x the typical New York plan (state average ~798 per filing). Assets: $61M.

#1,193
in Agriculture, Forestry & Fishing (1,288 peers)
+13.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan's outsized position by total assets

The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan vs every filed plan by assets

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

$60,587,246 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

The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan lands in the large band (3,374 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan end-of-year assets rose from $53M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan reported participants rose from 3,263 in the plan year 2022 filing to 3,374 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 161004851 · Lewis Tree Service, Inc. PY 2023 · 401(k)

The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan · $61M · 3,374 · 87th

  • BOOK $61M
  • VS-ST 3,374
  • BOY 87th
  • SCH 401(k)
  • EBSA near Ohio Anesthesia Group, Inc. 401(k) Profit Sharing Plan and Trust
  • PART ind #1193

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 Agriculture, Forestry & Fishing retirement plans → · Plans in New York →

The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan in the asset neighbourhood

The Lewis Tree Service Save Money and Reduce Taxes (Smart) PlanThe Lewis Tree Service Save …$61MOhio Anesthesia Group, Inc. 401(k) Profit Sharing Plan and TrustOhio Anesthesia Group, Inc. …$61MCrosscountry Consulting 401(k) P/S PlanCrosscountry Consulting 401(…$61MPrairie Electric, Inc. Profit Sharing and 401(k) Salary Deferral PlanPrairie Electric, Inc. Profi…$61MEmp Serv, LLC 401(k) Profit Sharing PlanEmp Serv, LLC 401(k) Profit …$61M
End-of-year total assets ($M) among The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$61M
Net Income$7M
Employer EIN161004851
Plan Effective Date1989-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis Tree Service, Inc.)

Sponsor-wide plan assets over time

All Lewis Tree Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$521M 18.966041209708223% vs 2022
2024 filing year
$400M$450M$500M$550M 202220232024 $438M $521M ▲ +19.0%
Year Plans Participants Total Assets
2022 2 6,570 $438M
2023 2 7,841 $467M
2024 2 6,280 $521M

Nearby 401(k) Plans in New York

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

The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan, Total assets ($B): 0.060587246 · Participants: 3374The Lewis Tree Service Save Money and Reduce Taxes (Smart) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan side-by-side with 3 peers →

The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ohio Anesthesia Group, Inc. 401(k) Profit Sharing Plan and Trust in OH ($61M); by covered participants it is Din Tai Fung Retirement Plan in CA (3,374 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,374 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 The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan assets move in 2023? ▼
The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan grew at a solid clip - up 13.5% during 2023, from $53M to $61M. Reported net income was $7M.
How have Lewis Tree Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lewis Tree Service, Inc.'s sponsor-wide assets grew 19.0%, from $438M to $521M.
Where does The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan rank by assets among Form 5500 filers? ▼
The Lewis Tree Service Save Money and Reduce Taxes (Smart) 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 The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ohio Anesthesia Group, Inc. 401(k) Profit Sharing Plan and Trust in OH ($61M, 109 participants).
Which 401(k) plans cover a similar participant headcount to The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Din Tai Fung Retirement Plan in CA (3,374 participants, $7M 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 161004851.

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.