401(k) · DOL Form 5500 · 2024
Lewis, Kisch & Associates, Ltd 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $253,780
- Avg per participant Above avg balance/head
Official DOL plan name: Lewis, Kisch & Associates, Ltd 401(k) Plan · Sponsored by Lewis, Kisch & Associates, Ltd · Minnesota · Professional & Technical Services
$3M in assets, 12 participants
Lewis, Kisch & Associates, Ltd's Lewis, Kisch & Associates, Ltd 401(k) Plan reported $3M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #6,210 in Professional & Technical Services (20,173 peers)
Lewis, Kisch & Associates, Ltd multi-year trail
Lewis, Kisch & Associates, Ltd's plans moved +69.3% in assets from 2022 to 2024; this filing shows Lewis, Kisch & Associates, Ltd 401(k) Plan at $3M / 12 participants.
- #6,210
- in Professional & Technical Services (20,173 peers)
- +26.6%
- assets growth YoY
Lewis, Kisch & Associates, Ltd 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Lewis, Kisch & Associates, Ltd 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,045,355 34th percentile higher than 34% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Lewis, Kisch & Associates, Ltd 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lewis, Kisch & Associates, Ltd 401(k) Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lewis, Kisch & Associates, Ltd 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Lewis, Kisch & Associates, Ltd 401(k) Plan reported participants rose from 10 in the plan year 2023 filing to 12 in the plan year 2024 filing.
- Lewis, Kisch & Associates, Ltd 401(k) Plan reported net income rose from $607K in the plan year 2023 filing to $640K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 411620961 · Lewis, Kisch & Associates, Ltd PY 2024 · 401(k)
Lewis, Kisch & Associates, Ltd 401(k) Plan · $3M · 12 · 34th
- PCT $3M
- EIN 12
- RANK 34th
- PHOTO 401(k)
- IND near Dlc 401(k) Plan and Trust
- EOY ind #6210
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 Minnesota →
Lewis, Kisch & Associates, Ltd 401(k) Plan in the asset neighbourhood
Lewis, Kisch & Associates, Ltd multi-year asset trail
Sponsor-wide plan assets over time
All Lewis, Kisch & Associates, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 69.30574944224567% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $2M |
| 2023 | 1 | 10 | $2M |
| 2024 | 1 | 12 | $3M |
Lewis, Kisch & Associates, Ltd filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $640K |
| Employer EIN | 411620961 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Lewis, Kisch & Associates, Ltd 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Dlc 401(k) Plan and Trust in NV ($3M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Dlc 401(k) Plan and Trust (NV) $3M · 153
- Highgate Hotels Puerto Rico Retirement Plan (TX) $3M · 526
- K-Oni, Inc. 401(k) Retirement Savings Plan (HI) $3M · 2
- Playco Global Inc 401(k) Plan (CA) $3M · 21
Similar participant headcount
Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.