401(k) · DOL Form 5500 · 2023

Liskow and Lewis, Aplc 401(k) Plan

Data updated 2026-08-25

$146M
Total assets Near avg plan size
195
Participants Below avg headcount
93rd
Percentile by assets National rank
$750,274
Avg per participant High balance/head
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Official DOL plan name: Liskow and Lewis Retirement Plan and Trust · Sponsored by Liskow and Lewis, Aplc · Louisiana · Professional & Technical Services

$146M in assets, 195 participants

Liskow and Lewis, Aplc's Liskow and Lewis Retirement Plan and Trust reported $146M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,224 in Professional & Technical Services (20,321 peers)

Coverage in Louisiana

Liskow and Lewis Retirement Plan and Trust covers 195 participants in Louisiana, about 39% of the average Louisiana filer (state average ~495 per filing). Assets: $146M.

#19,224
in Professional & Technical Services (20,321 peers)
+8.8%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Liskow and Lewis Retirement Plan and Trust's outsized position by total assets

Liskow and Lewis Retirement Plan and Trust vs every filed plan by assets

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

$146,303,370 Top 7% higher than 93% 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

Liskow and Lewis Retirement Plan and Trust 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. Liskow and Lewis Retirement Plan and Trust sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liskow and Lewis Retirement Plan and Trust reported net income rose from -$22M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Liskow and Lewis Retirement Plan and Trust end-of-year assets rose from $134M in the plan year 2022 filing to $146M in the plan year 2023 filing.
  • Liskow and Lewis Retirement Plan and Trust reported participants rose from 189 in the plan year 2022 filing to 195 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 721134245 · Liskow and Lewis, Aplc PY 2023 · 401(k)

Liskow and Lewis Retirement Plan and Trust · $146M · 195 · 93rd

  • RANK $146M
  • PHOTO 195
  • IND 93rd
  • EOY 401(k)
  • 5500 near Ua Local 125 Retirement Savings Plan
  • ASSETS ind #19224

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 Professional & Technical Services retirement plans → · Plans in Louisiana →

Liskow and Lewis Retirement Plan and Trust in the asset neighbourhood

E.E. Newcomer Enterprises, Inc. 401(k) Retirement Plan & TrustE.E. Newcomer Enterprises, I…$146MLiskow and Lewis Retirement Plan and TrustLiskow and Lewis Retirement …$146MUa Local 125 Retirement Savings PlanUa Local 125 Retirement Savi…$146MTidewater Physicians Multispecialty Group, P.C. 401(k) PlanTidewater Physicians Multisp…$146MFesto Corporation 401(k) Plan$146M
End-of-year total assets ($M) among Liskow and Lewis Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$146M
Net Income$11M
Employer EIN721134245
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liskow and Lewis, Aplc)

Sponsor-wide plan assets over time

All Liskow and Lewis, Aplc plans reported in each filing year

Latest sponsor-wide plan assets
$160M 18.77090807564265% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $134M $160M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 189 $134M
2023 1 195 $146M
2024 1 196 $160M

Nearby 401(k) Plans in Louisiana

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

Liskow and Lewis Retirement Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Liskow and Lewis Retirement Plan and Trust, Total assets ($B): 0.14630337 · Participants: 195Liskow and Lewis Retirement Plan and TrustLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Liskow and Lewis Retirement Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Liskow and Lewis Retirement Plan and Trust side-by-side with 3 peers →

Liskow and Lewis Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Ua Local 125 Retirement Savings Plan in IA ($146M); by covered participants it is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Liskow and Lewis Retirement Plan and Trust assets move in 2023? ▼
Liskow and Lewis Retirement Plan and Trust grew at a solid clip - up 8.8% during 2023, from $134M to $146M. Reported net income was $11M.
How have Liskow and Lewis, Aplc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liskow and Lewis, Aplc's sponsor-wide assets grew 18.8%, from $134M to $160M.
Where does Liskow and Lewis Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Liskow and Lewis Retirement Plan and Trust ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Liskow and Lewis Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ua Local 125 Retirement Savings Plan in IA ($146M, 1,000 participants).
Which 401(k) plans cover a similar participant headcount to Liskow and Lewis Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants, $29M 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 721134245.

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.