401(k) · DOL Form 5500 · 2024

Glass Lewis & Co. LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
113
Participants Small participant base
69th
Percentile by assets National rank
$162,573
Avg per participant Above avg balance/head
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Official DOL plan name: Glass Lewis 401(k) Plan · Sponsored by Glass Lewis & Co. LLC · California · Information & Media

$18M in assets, 113 participants

Glass Lewis & Co. LLC's Glass Lewis 401(k) Plan reported $18M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #1,647 in Information & Media (2,822 peers)

Coverage in California

Glass Lewis 401(k) Plan covers 113 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $18M.

#1,647
in Information & Media (2,822 peers)
+17.2%
assets growth YoY

Glass Lewis 401(k) Plan's outsized position by total assets

Glass Lewis 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$18,370,701 Top 31% higher than 69% of 123,620 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 2024

Glass Lewis 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Glass Lewis 401(k) Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Glass Lewis 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Glass Lewis 401(k) Plan reported participants rose from 107 in the plan year 2023 filing to 113 in the plan year 2024 filing.
  • Glass Lewis 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 043737021 · Glass Lewis & Co. LLC PY 2024 · 401(k)

Glass Lewis 401(k) Plan · $18M · 113 · 69th

  • RANK $18M
  • RANK 113
  • RANK 69th
  • RANK 401(k)
  • RANK near Troy Companies 401(k) Plan
  • RANK ind #1647

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 Information & Media retirement plans → · Plans in California →

Glass Lewis 401(k) Plan in the asset neighbourhood

Glass Lewis 401(k) Plan$18MTroy Companies 401(k) Plan$18MFood for the Hungry, Inc. Retirement PlanFood for the Hungry, Inc. Re…$18MVelocity Credit Union Thrift and Savings PlanVelocity Credit Union Thrift…$18MAmended 401(k) Profit Sharing Plan of Kasa Companies, Inc.Amended 401(k) Profit Sharin…$18M
End-of-year total assets ($M) among Glass Lewis 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN043737021
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Glass Lewis & Co. LLC)

Sponsor-wide plan assets over time

All Glass Lewis & Co. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 40.35005650841484% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.1M $18.4M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 93 $13M
2023 1 107 $16M
2024 1 113 $18M

Nearby 401(k) Plans in California

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

Glass Lewis 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Glass Lewis 401(k) Plan, Total assets ($B): 0.018370701 · Participants: 113Glass Lewis 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Glass Lewis 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Glass Lewis 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Troy Companies 401(k) Plan in TX ($18M); by covered participants it is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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.

Frequently Asked Questions

How did Glass Lewis 401(k) Plan assets move in 2024? ▼
Glass Lewis 401(k) Plan grew sharply - up 17.2% during 2024, from $16M to $18M. Reported net income was $3M.
How have Glass Lewis & Co. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Glass Lewis & Co. LLC's sponsor-wide assets grew 40.4%, from $13M to $18M.
Which 401(k) plans are similar in size to Glass Lewis 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Troy Companies 401(k) Plan in TX ($18M, 2,935 participants).
Which 401(k) plans cover a similar participant headcount to Glass Lewis 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants, $918K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043737021.

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.