Profit Sharing · DOL Form 5500 · 2023
Brown, Koralchik & Fingersh, Lc Profit Sharing Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 56
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $652,691
- Avg per participant High balance/head
Official DOL plan name: Lewis Rice Kansas City Savings Plan · Sponsored by Brown, Koralchik & Fingersh, Lc · Missouri · Professional & Technical Services
$37M in assets, 56 participants
Brown, Koralchik & Fingersh, Lc's Lewis Rice Kansas City Savings Plan reported $37M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,797 in Professional & Technical Services (20,321 peers)
Where Lewis Rice Kansas City Savings Plan sits by assets
Lewis Rice Kansas City Savings Plan sits in the top quartile of all filed plans by assets, $37M for 56 participants (~$652,691/participant), down 30.9% in 2023.
- #16,797
- in Professional & Technical Services (20,321 peers)
- -30.9%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lewis Rice Kansas City Savings Plan's outsized position by total assets
Lewis Rice Kansas City Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,550,710 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lewis Rice Kansas City Savings Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lewis Rice Kansas City Savings Plan is a small filing (56 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lewis Rice Kansas City Savings Plan reported net income fell from -$4M in the plan year 2022 filing to -$16M in the plan year 2023 filing.
- Lewis Rice Kansas City Savings Plan end-of-year assets fell from $53M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Lewis Rice Kansas City Savings Plan reported participants rose from 54 in the plan year 2022 filing to 56 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 440529202 · Brown, Koralchik & Fingersh, Lc PY 2023 · Profit Sharing
Lewis Rice Kansas City Savings Plan · $37M · 56 · 82nd
- EBSA $37M
- PART 56
- TYPE 82nd
- NET Profit Sharing
- BOOK near Eah, Inc. Retirement Plan
- VS-ST ind #16797
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 Missouri →
Lewis Rice Kansas City Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | -$16M |
| Employer EIN | 440529202 |
| Plan Effective Date | 2017-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brown, Koralchik & Fingersh, Lc)
Sponsor-wide plan assets over time
All Brown, Koralchik & Fingersh, Lc plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 20.336990497778125% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 54 | $53M |
| 2023 | 1 | 56 | $37M |
| 2024 | 1 | 57 | $42M |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Boilermakers National Annuity Trust $1.3B · 18,088
- Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. $585M · 3,940
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $397M · 3,749
- I. B. E. W. Local Union No. 124 Annuity Plan $394M · 3,338
- Iron Workers St. Louis District Council Annuity Trust Fund $363M · 4,927
Lewis Rice Kansas City Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Missouri, the nearest Profit Sharing by assets is Eah, Inc. Retirement Plan in CA ($37M); by covered participants it is Ft Manufacturing Corp. Profit Sharing Plan and Trust in WI (56 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Eah, Inc. Retirement Plan (CA) $37M · 639
- Marina Plon, M.D. Profit Sharing Plan & Trust (NV) $36M · 1
- Haleon Puerto Rico 401(k) Plan (NJ) $37M · 844
- Rh Capital Associates Profit Sharing Plan (NY) $37M · 4
Similar participant headcount
Nearest other-state filings by covered participants (56 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.