Profit Sharing · DOL Form 5500 · 2023

Lewiston Monument Co Inc Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
15
Participants Small participant base
45th
Percentile by assets National rank
$350,007
Avg per participant High balance/head
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Official DOL plan name: Lewiston Monument Co, Inc. Profit Sharing Plan · Sponsored by Lewiston Monument Co Inc · Minnesota · Retail Trade

$5M in assets, 15 participants

Lewiston Monument Co Inc's Lewiston Monument Co, Inc. Profit Sharing Plan reported $5M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #4,694 in Retail Trade (8,414 peers)

Lewiston Monument Co Inc multi-year trail

Lewiston Monument Co Inc's plans moved +18.0% in assets from 2022 to 2024; this filing shows Lewiston Monument Co, Inc. Profit Sharing Plan at $5M / 15 participants.

#4,694
in Retail Trade (8,414 peers)
+27.7%
assets growth YoY

Lewiston Monument Co, Inc. Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Lewiston Monument Co, Inc. Profit Sharing Plan vs every filed plan by assets

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

$5,250,105 45th percentile higher than 45% 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

Lewiston Monument Co, Inc. Profit Sharing 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. Lewiston Monument Co, Inc. Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lewiston Monument Co, Inc. Profit Sharing Plan reported net income rose from $474K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lewiston Monument Co, Inc. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Lewiston Monument Co, Inc. Profit Sharing Plan reported participants rose from 14 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 411239338 · Lewiston Monument Co Inc PY 2023 · Profit Sharing

Lewiston Monument Co, Inc. Profit Sharing Plan · $5M · 15 · 45th

  • BOY $5M
  • SCH 15
  • EBSA 45th
  • PART Profit Sharing
  • TYPE near Southwest Virginia Community Health System, Inc. 403(b) Retirement Plan
  • NET ind #4694

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 Retail Trade retirement plans → · Plans in Minnesota →

Lewiston Monument Co, Inc. Profit Sharing Plan in the asset neighbourhood

Lewiston Monument Co, Inc. Profit Sharing PlanLewiston Monument Co, Inc. P…$5MSouthwest Virginia Community Health System, Inc. 403(b) Retirement PlanSouthwest Virginia Community…$5MCasey Communications Inc Profit Sharing PlanCasey Communications Inc Pro…$5MVaughan-Bassett Furniture Co., Inc. Profit Sharing PlanVaughan-Bassett Furniture Co…$5MFell Capital Management Profit Sharing PlanFell Capital Management Prof…$5M
End-of-year total assets ($M) among Lewiston Monument Co, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Lewiston Monument Co Inc multi-year asset trail

Sponsor-wide plan assets over time

All Lewiston Monument Co Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 17.963605185614234% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.11M $4.85M ▲ +18.0%
Year Plans Participants Total Assets
2022 1 14 $4M
2023 1 15 $5M
2024 1 17 $5M

Lewiston Monument Co Inc filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN411239338
Plan Effective Date1974-12-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Minnesota

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Lewiston Monument Co, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Lewiston Monument Co, Inc. Profit Sharing Plan, Total assets ($B): 0.005250105 · Participants: 15Lewiston Monument Co, Inc. Profit Sharing PlanEssentia Health Retirement Plan, Total assets ($B): 1.947015983 · Participants: 15491Essentia Health Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.617374084 · Participants: 6062Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.905961651 · Participants: 9417Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.609806339 · Participants: 4828Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.510990463 · Participants: 19870Cargill Employee Retirement Account Plan
Lewiston Monument Co, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Lewiston Monument Co, Inc. Profit Sharing Plan side-by-side with 3 peers →

Lewiston Monument Co, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Southwest Virginia Community Health System, Inc. 403(b) Retirement Plan in VA ($5M); by covered participants it is Sterling Oil & Chemical Company, Inc. Profit Sharing Plan in MI (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Lewiston Monument Co, Inc. Profit Sharing Plan assets move in 2023? ▼
Lewiston Monument Co, Inc. Profit Sharing Plan grew sharply - up 27.7% during 2023, from $4M to $5M. Reported net income was $1M.
How have Lewiston Monument Co Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lewiston Monument Co Inc's sponsor-wide assets grew 18.0%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Lewiston Monument Co, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Southwest Virginia Community Health System, Inc. 403(b) Retirement Plan in VA ($5M, 163 participants).
Which Profit Sharing plans cover a similar participant headcount to Lewiston Monument Co, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sterling Oil & Chemical Company, Inc. Profit Sharing Plan in MI (15 participants, $6M 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 411239338.

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.