401(k) · DOL Form 5500 · 2023

Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
131
Participants Small participant base
63rd
Percentile by assets National rank
$93,606
Avg per participant Below avg balance/head
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Official DOL plan name: Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan · Sponsored by Lewis-Watkins-Farmer Agency, Inc. · Texas · Finance & Insurance

$12M in assets, 131 participants

Lewis-Watkins-Farmer Agency, Inc.'s Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan reported $12M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,252 in Finance & Insurance (8,869 peers)

Coverage in Texas

Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan covers 131 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#4,252
in Finance & Insurance (8,869 peers)
+32.3%
assets growth YoY

Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan vs every filed plan by assets

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

$12,262,342 Top 37% higher than 63% 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-Watkins-Farmer Agency, Inc. 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. Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan reported net income rose from -$943K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan reported participants rose from 124 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 742320159 · Lewis-Watkins-Farmer Agency, Inc. PY 2023 · 401(k)

Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan · $12M · 131 · 63rd

  • VS-ST $12M
  • VS-ST 131
  • VS-ST 63rd
  • VS-ST 401(k)
  • VS-ST near Pember Companies, Inc. Retirement Savings Plan
  • VS-ST ind #4252

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 Finance & Insurance retirement plans → · Plans in Texas →

Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan in the asset neighbourhood

Lewis-Watkins-Farmer Agency, Inc. 401(k) PlanLewis-Watkins-Farmer Agency,…$12MPember Companies, Inc. Retirement Savings PlanPember Companies, Inc. Retir…$12MCemtek Systems, Inc. 401(k) Profit Sharing PlanCemtek Systems, Inc. 401(k) …$12MYoungberg Industries, Inc. Employees Profit Sharing PlanYoungberg Industries, Inc. E…$12MSpeed Motor Express of W.N.Y., Inc. 401(k) Profit Sharing PlanSpeed Motor Express of W.N.Y…$12M
End-of-year total assets ($M) among Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN742320159
Plan Effective Date2000-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis-Watkins-Farmer Agency, Inc.)

Sponsor-wide plan assets over time

All Lewis-Watkins-Farmer Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 58.50800606040788% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.27M $14.7M ▲ +58.5%
Year Plans Participants Total Assets
2022 1 124 $9M
2023 1 131 $12M
2024 1 150 $15M

Nearby 401(k) Plans in Texas

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

Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan, Total assets ($B): 0.012262342 · Participants: 131Lewis-Watkins-Farmer Agency, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan side-by-side with 3 peers →

Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pember Companies, Inc. Retirement Savings Plan in WI ($12M); by covered participants it is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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-Watkins-Farmer Agency, Inc. 401(k) Plan assets move in 2023? ▼
Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan surged - up 32.3% during 2023, from $9M to $12M. Reported net income was $3M.
How have Lewis-Watkins-Farmer Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lewis-Watkins-Farmer Agency, Inc.'s sponsor-wide assets grew 58.5%, from $9M to $15M.
Which 401(k) plans are similar in size to Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pember Companies, Inc. Retirement Savings Plan in WI ($12M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants, N/A 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 742320159.

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.