Money Purchase · DOL Form 5500 · 2024
Lewellen Accountancy Corporation Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $591,784
- Avg per participant High balance/head
Official DOL plan name: Lewellen Accountancy Corporation Retirement Trust · Sponsored by Lewellen Accountancy Corporation · California · Professional & Technical Services
$2M in assets, 3 participants
Lewellen Accountancy Corporation's Lewellen Accountancy Corporation Retirement Trust reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #4,795 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Lewellen Accountancy Corporation Retirement Trust holds $2M for 3 participants - about $591,784 per participant, in the lower half of filed plans by assets.
- #4,795
- in Professional & Technical Services (20,173 peers)
- +0.9%
- assets growth YoY
Lewellen Accountancy Corporation Retirement Trust among the smaller filed plans by assets
Lewellen Accountancy Corporation Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,775,352 28th percentile higher than 28% 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
Lewellen Accountancy Corporation Retirement Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lewellen Accountancy Corporation Retirement Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lewellen Accountancy Corporation Retirement Trust reported net income fell from $139K in the plan year 2023 filing to $16K in the plan year 2024 filing.
DOL schedule card
Filing strip 330148642 · Lewellen Accountancy Corporation PY 2024 · Money Purchase
Lewellen Accountancy Corporation Retirement Trust · $2M · 3 · 28th
- NET $2M
- NET 3
- NET 28th
- NET Money Purchase
- NET near Dairy Union Employees Benefit Plan
- NET ind #4795
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 California →
Lewellen Accountancy Corporation Retirement Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $16K |
| Employer EIN | 330148642 |
| Plan Effective Date | 1998-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lewellen Accountancy Corporation)
Sponsor-wide plan assets over time
All Lewellen Accountancy Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 9.57495199717075% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $2M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Lewellen Accountancy Corporation Retirement Trust's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Dairy Union Employees Benefit Plan in OH ($2M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Ansonics Profit Sharing Plan (OR) 3 · 0 off
- Jim G. Taylor, O.D., P.C. Profit Sharing Plan (TN) 3 · 0 off
- Software Plus Money Purchase (MI) 3 · 0 off
- Software Plus P-S Plan (MI) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.