401(k) · DOL Form 5500 · 2023

Lewis & Mccorry PC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
36th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Lewis & Mccorry PC Employee Profit-Sharing Plan & Trust · Sponsored by Lewis & Mccorry PC · Michigan · Healthcare & Social Assistance

$3M in assets, 3 participants

Lewis & Mccorry PC's Lewis & Mccorry PC Employee Profit-Sharing Plan & Trust reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,548 in Healthcare & Social Assistance (17,684 peers)

Lewis & Mccorry PC multi-year trail

Lewis & Mccorry PC's plans moved +30.5% in assets from 2022 to 2024; this filing shows Lewis & Mccorry PC Employee Profit-Sharing Plan & Trust at $3M / 3 participants.

#6,548
in Healthcare & Social Assistance (17,684 peers)
+16.9%
assets growth YoY

Lewis & Mccorry PC Employee Profit-Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lewis & Mccorry PC Employee Profit-Sharing Plan & Trust vs every filed plan by assets

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

$3,045,521 36th percentile higher than 36% 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

Lewis & Mccorry PC Employee Profit-Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lewis & Mccorry PC Employee Profit-Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lewis & Mccorry PC Employee Profit-Sharing Plan & Trust reported net income rose from -$414K in the plan year 2022 filing to $441K in the plan year 2023 filing.
  • Lewis & Mccorry PC Employee Profit-Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 382943822 · Lewis & Mccorry PC PY 2023 · 401(k)

Lewis & Mccorry PC Employee Profit-Sharing Plan & Trust · $3M · 3 · 36th

  • NET $3M
  • NET 3
  • NET 36th
  • NET 401(k)
  • NET near Excel Cabinets, Inc. 401(k) Plan
  • NET ind #6548

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 Healthcare & Social Assistance retirement plans → · Plans in Michigan →

Lewis & Mccorry PC Employee Profit-Sharing Plan & Trust in the asset neighbourhood

Lewis & Mccorry PC Employee Profit-Sharing Plan & TrustLewis & Mccorry PC Employee …$3MExcel Cabinets, Inc. 401(k) PlanExcel Cabinets, Inc. 401(k) …$3MDp Professionals 401(k) Savings PlanDp Professionals 401(k) Savi…$3MSanta Clara Development Corporation 401(k) PlanSanta Clara Development Corp…$3MGitibin and Associates, Incorporated Dba Go Rentals, Inc. 401(k) PlanGitibin and Associates, Inco…$3M
End-of-year total assets ($M) among Lewis & Mccorry PC Employee Profit-Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lewis & Mccorry PC multi-year asset trail

Sponsor-wide plan assets over time

All Lewis & Mccorry PC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 30.495569369689708% vs 2022
2024 filing year
$2.5M$3M$3.5M 202220232024 $2.6M $3.4M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $3M
2024 1 6 $3M

Lewis & Mccorry PC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$441K
Employer EIN382943822
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Lewis & Mccorry PC Employee Profit-Sharing Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Lewis & Mccorry PC Employee Profit-Sharing Plan & Trust, Total assets ($B): 0.003045521 · Participants: 3Lewis & Mccorry PC Employee Profit-Sharing Plan & TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Lewis & Mccorry PC Employee Profit-Sharing Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants

Lewis & Mccorry PC Employee Profit-Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Excel Cabinets, Inc. 401(k) Plan in CA ($3M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Lewis & Mccorry PC Employee Profit-Sharing Plan & Trust assets move in 2023?
Lewis & Mccorry PC Employee Profit-Sharing Plan & Trust grew sharply - up 16.9% during 2023, from $3M to $3M. Reported net income was $441K.
How have Lewis & Mccorry PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Lewis & Mccorry PC's sponsor-wide assets grew 30.5%, from $3M to $3M.
Which 401(k) plans are similar in size to Lewis & Mccorry PC Employee Profit-Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Excel Cabinets, Inc. 401(k) Plan in CA ($3M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Lewis & Mccorry PC Employee Profit-Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).