401(k) · DOL Form 5500 · 2024

The Lewis Bear Company 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
245
Participants Below avg headcount
69th
Percentile by assets National rank
$77,093
Avg per participant Below avg balance/head
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Official DOL plan name: The Lewis Bear Company Profit Sharing/401(k) Plan · Sponsored by The Lewis Bear Company · Florida · Wholesale Trade

$19M in assets, 245 participants

The Lewis Bear Company's The Lewis Bear Company Profit Sharing/401(k) Plan reported $19M in total assets and 245 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.

  • #3,928 in Wholesale Trade (6,080 peers)

Coverage in Florida

The Lewis Bear Company Profit Sharing/401(k) Plan covers 245 participants in Florida, about 39% of the average Florida filer (state average ~628 per filing). Assets: $19M.

#3,928
in Wholesale Trade (6,080 peers)
-3.1%
assets change YoY

The plan reported a net loss of $597K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Lewis Bear Company Profit Sharing/401(k) Plan's outsized position by total assets

The Lewis Bear Company Profit Sharing/401(k) Plan vs every filed plan by assets

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

$18,887,720 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

The Lewis Bear Company Profit Sharing/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. The Lewis Bear Company Profit Sharing/401(k) Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Lewis Bear Company Profit Sharing/401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$597K in the plan year 2024 filing.
  • The Lewis Bear Company Profit Sharing/401(k) Plan end-of-year assets fell from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • The Lewis Bear Company Profit Sharing/401(k) Plan reported participants fell from 248 in the plan year 2023 filing to 245 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 590331980 · The Lewis Bear Company PY 2024 · 401(k)

The Lewis Bear Company Profit Sharing/401(k) Plan · $19M · 245 · 69th

  • VS-ST $19M
  • BOY 245
  • SCH 69th
  • EBSA 401(k)
  • PART near Kbp Brands 401(k) Plan
  • TYPE ind #3928

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 Wholesale Trade retirement plans → · Plans in Florida →

The Lewis Bear Company Profit Sharing/401(k) Plan in the asset neighbourhood

The Lewis Bear Company Profit Sharing/401(k) PlanThe Lewis Bear Company Profi…$19MKbp Brands 401(k) Plan$19MO'rourke Bros., Inc. 401(k) Profit Sharing PlanO'rourke Bros., Inc. 401(k) …$19MArlington Coal & Lumber Co. 401(k) Retirement PlanArlington Coal & Lumber Co. …$19MYieldmo, Inc. 401(k) Plan$19M
End-of-year total assets ($M) among The Lewis Bear Company Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income-$597K
Employer EIN590331980
Plan Effective Date1952-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lewis Bear Company)

Sponsor-wide plan assets over time

All The Lewis Bear Company plans reported in each filing year

Latest sponsor-wide plan assets
$19M 2.9156880368274494% vs 2022
2024 filing year
$18M$18.5M$19M$19.5M$20M 202220232024 $18.4M $18.9M ▲ +2.9%
Year Plans Participants Total Assets
2022 1 214 $18M
2023 1 248 $19M
2024 1 245 $19M

Nearby 401(k) Plans in Florida

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

The Lewis Bear Company Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Lewis Bear Company Profit Sharing/401(k) Plan, Total assets ($B): 0.01888772 · Participants: 245The Lewis Bear Company Profit Sharing/401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
The Lewis Bear Company Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Lewis Bear Company Profit Sharing/401(k) Plan side-by-side with 3 peers →

The Lewis Bear Company Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Kbp Brands 401(k) Plan in KS ($19M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (245 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 The Lewis Bear Company Profit Sharing/401(k) Plan assets move in 2024? ▼
The Lewis Bear Company Profit Sharing/401(k) Plan edged down modestly - down 3.1% during 2024, from $19M to $19M. Reported net income was -$597K.
How have The Lewis Bear Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lewis Bear Company's sponsor-wide assets grew 2.9%, from $18M to $19M.
Which 401(k) plans are similar in size to The Lewis Bear Company Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kbp Brands 401(k) Plan in KS ($19M, 8,102 participants).
Which 401(k) plans cover a similar participant headcount to The Lewis Bear Company Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants, $6M 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 590331980.

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.