401(k) · DOL Form 5500 · 2023

Lewis Resource Management, LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
970
Participants Near avg headcount
83rd
Percentile by assets National rank
$41,390
Avg per participant Low balance/head
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Official DOL plan name: Lewis Resource Management LLC 401(k) Plan · Sponsored by Lewis Resource Management, LLC · Texas · Manufacturing

$40M in assets, 970 participants

Lewis Resource Management, LLC's Lewis Resource Management LLC 401(k) Plan reported $40M in total assets and 970 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,228 in Manufacturing (18,722 peers)

Where Lewis Resource Management LLC 401(k) Plan sits by assets

Lewis Resource Management LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 970 participants (~$41,390/participant), up 18.4% in 2023.

#14,228
in Manufacturing (18,722 peers)
+18.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lewis Resource Management LLC 401(k) Plan's outsized position by total assets

Lewis Resource Management LLC 401(k) Plan vs every filed plan by assets

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

$40,148,270 Top 17% higher than 83% 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 Resource Management LLC 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 Resource Management LLC 401(k) Plan sits mid-pack in the medium band (970 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lewis Resource Management LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Lewis Resource Management LLC 401(k) Plan reported participants rose from 814 in the plan year 2022 filing to 970 in the plan year 2023 filing.
  • Lewis Resource Management LLC 401(k) Plan end-of-year assets rose from $34M in the plan year 2022 filing to $40M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 452935322 · Lewis Resource Management, LLC PY 2023 · 401(k)

Lewis Resource Management LLC 401(k) Plan · $40M · 970 · 83rd

  • PCT $40M
  • PCT 970
  • PCT 83rd
  • PCT 401(k)
  • PCT near Oxford Financial Group, Ltd. Profit Sharing Plan
  • PCT ind #14228

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 Manufacturing retirement plans → · Plans in Texas →

Lewis Resource Management LLC 401(k) Plan in the asset neighbourhood

Lewis Resource Management LLC 401(k) PlanLewis Resource Management LL…$40MOxford Financial Group, Ltd. Profit Sharing PlanOxford Financial Group, Ltd.…$40MZim American Integrated Shipping Services Company, LLC 401(k) SavingsZim American Integrated Ship…$40MMississippi Emergency Association, P.a. 401(k) / Profit Sharing PlanMississippi Emergency Associ…$40MNewmeyer & Dillion Employee 401(k) Savings PlanNewmeyer & Dillion Employee …$40M
End-of-year total assets ($M) among Lewis Resource Management LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$40M
Net Income$6M
Employer EIN452935322
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis Resource Management, LLC)

Sponsor-wide plan assets over time

All Lewis Resource Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 28.083919078254898% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.9M $43.5M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 814 $34M
2023 1 970 $40M
2024 1 935 $43M

Nearby 401(k) Plans in Texas

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

Lewis Resource Management LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lewis Resource Management LLC 401(k) Plan, Total assets ($B): 0.04014827 · Participants: 970Lewis Resource Management LLC 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 Resource Management LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lewis Resource Management LLC 401(k) Plan side-by-side with 3 peers →

Lewis Resource Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Oxford Financial Group, Ltd. Profit Sharing Plan in IN ($40M); by covered participants it is Paper Transport 401(k) Plan in WI (970 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (970 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 Resource Management LLC 401(k) Plan assets move in 2023? ▼
Lewis Resource Management LLC 401(k) Plan grew sharply - up 18.4% during 2023, from $34M to $40M. Reported net income was $6M.
How have Lewis Resource Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lewis Resource Management, LLC's sponsor-wide assets grew 28.1%, from $34M to $43M.
Where does Lewis Resource Management LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Lewis Resource Management LLC 401(k) Plan ranks in the 83rd 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 Lewis Resource Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oxford Financial Group, Ltd. Profit Sharing Plan in IN ($40M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Lewis Resource Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paper Transport 401(k) Plan in WI (970 participants, $19M 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 452935322.

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.