401(k) · DOL Form 5500 · 2023

Liskow and Lewis, Aplc 401(k) Plan

Data updated 2026-08-11

$146M
Total assets
195
Participants
93rd
Percentile by assets
$750,274
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$146M
total plan assets (2023 EOY)
195
covered participants
93rd
percentile by assets (of 127,072 plans)
$750,274
avg assets per participant

Where Liskow and Lewis Retirement Plan and Trust sits 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 $2,010,000,000 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

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 →

State
Louisiana
Industry
Professional & Technical Services

Participants vs Louisiana filers

In Louisiana, the average filing covers about 495 participants across 1,155 plans. Liskow and Lewis Retirement Plan and Trust reports 195 participants - about 39% of that state average ($146M EOY assets).

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)

$130M$140M$150M$160M$170M 202220232024 $134M $160M ▲ +18.8%
Total plan assets by year, all Liskow and Lewis, Aplc plans on file
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 ($B) Participants Liskow and Lewis Ret…, Total assets ($B): 0.14630337 · Participants: 195Liskow and Lewis Ret…Lumen 401(k) Savings…, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings…Savings Plan of Ente…, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Ente…Ochsner Clinic Found…, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Found…Louisiana Children's…, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's…Amedisys Holding, LL…, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LL…
Liskow and Lewis Retirement Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Liskow and Lewis Retirement Plan and Tru… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Liskow and Lewis Retirement Plan and Trust by total assets, not by location.

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).

Next read for Liskow and Lewis Retirement Plan and Tru…

Filing takeaways

Ways to act on Liskow and Lewis Retirement Plan and Trust's numbers.

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.