Profit Sharing · DOL Form 5500 · 2023
Brown, Koralchik & Fingersh, Lc Profit Sharing Plan
Data updated 2026-08-11
- $37M
- Total assets
- 56
- Participants
- 82nd
- Percentile by assets
- $652,691
- Avg per participant
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.
- 82nd percentile by assets (of 127,072 plans)
- #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.
- $37M
- total plan assets (2023 EOY)
- 56
- covered participants
- 82nd
- percentile by assets (of 127,072 plans)
- $652,691
- avg assets per participant
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.
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.
Lewis Rice Kansas City Savings Plan vs the 2023 asset distribution
By assets, Lewis Rice Kansas City Savings Plan outranks 82% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
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)
| 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.
Lewis Rice Kansas City Savings Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Lewis Rice Kansas City Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Lewis Rice Kansas City Savings Plan assets move in 2023? ▼
How have Brown, Koralchik & Fingersh, Lc plan assets changed over time? ▼
Where does Lewis Rice Kansas City Savings Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Lewis Rice Kansas City Savings Plan? ▼
Next read for Lewis Rice Kansas City Savings Plan
Scale reading
Ways to act on Lewis Rice Kansas City Savings Plan's numbers.
- By total assets, Lewis Rice Kansas City Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Missouri. Compare plans
- Brown, Koralchik & Fingersh, Lc's sponsor-wide assets have declined 20.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans