Money Purchase · DOL Form 5500 · 2023

Lewis Enterprises, Inc Money Purchase Plan

Data updated 2026-08-25

$743K
Total assets Small plan by assets: N/A
Participants Small participant base: 21st
Percentile by assets National rank

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Official DOL plan name: Lewis Enterprises Inc. Money Purchase Pension Plan and Trust · Sponsored by Lewis Enterprises, Inc · Florida · Real Estate

$743K in assets, N/A participants

Lewis Enterprises, Inc's Lewis Enterprises Inc. Money Purchase Pension Plan and Trust reported $743K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

#1,745 in Real Estate (4,727 peers)

What the 2023 filing shows

Lewis Enterprises Inc. Money Purchase Pension Plan and Trust holds $743K for N/A participants, among the smaller plans by assets on file.

#1,745
in Real Estate (4,727 peers): -3.8%
assets change YoY

The plan reported a net loss of $29K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lewis Enterprises Inc. Money Purchase Pension Plan and Trust among the smaller filed plans by assets

Lewis Enterprises Inc. Money Purchase Pension Plan and Trust vs every filed plan by assets

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

$742,596 21st percentile higher than 21% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Lewis Enterprises Inc. Money Purchase Pension Plan and Trust reported net income fell from -$21K in the plan year 2022 filing to -$29K in the plan year 2023 filing.
Lewis Enterprises Inc. Money Purchase Pension Plan and Trust end-of-year assets fell from $772K in the plan year 2022 filing to $743K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 591631915 · Lewis Enterprises, Inc PY 2023 · Money Purchase

Lewis Enterprises Inc. Money Purchase Pension Plan and Trust · $743K · N/A · 21st

PHOTO $743K
IND N/A
EOY 21st
5500 Money Purchase
ASSETS near Francisco Ayala Ortiz, Md Retirement Plan
PCT ind #1745

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 Real Estate retirement plans → · Plans in Florida →

End-of-year total assets ($M) among Lewis Enterprises Inc. Money Purchase Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$772K
Net Assets (End of Year)	$743K
Net Income	-$29K
Employer EIN	591631915
Plan Effective Date	1976-10-15
Filing Status	FILING RECEIVED

Sponsor Plan History (Lewis Enterprises, Inc)

Latest sponsor-wide plan assets: $743K 3.792732205251914% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$772K
2023	1	N/A	$743K

Nearby Money Purchase Plans in Florida

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Lewis Enterprises Inc. Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Florida, assets vs. participants

Elliott Money Purchase Pension Plan $389M · 448
Southern States Savings & Retirement Plan Trust $178M · 13,258
NECA-IBEW 177 Pension Fund $129M · 1,443
Lifelink Foundation, Inc. Retirement Plan $95M · 476
I.B.E.W. Local Union No. 728 Annuity Fund $88M · 1,712

Compare Lewis Enterprises Inc. Money Purchase Pension Plan and Trust side-by-side with 3 peers →

Lewis Enterprises Inc. Money Purchase Pension Plan and Trust's closest out-of-state Money Purchase peers by assets

Outside Florida, the nearest Money Purchase by end-of-year assets is Francisco Ayala Ortiz, Md Retirement Plan in PR at $741K (this filing: $743K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($743K here).

Francisco Ayala Ortiz, Md Retirement Plan (PR) $741K · 2
Wabasha Fire Department Relief Association (MN) $738K · 29
The Pieper Bar Review Money Purchase Pension Plan (NY) $734K · 4
Vincent J Finocchio Jr PC Profit Sharing Plan & Tr (NY) $751K · 4

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 Lewis Enterprises Inc. Money Purchase Pension Plan and Trust assets move in 2023? ▼

Lewis Enterprises Inc. Money Purchase Pension Plan and Trust edged down modestly - down 3.8% during 2023, from $772K to $743K. Reported net income was -$29K.

How have Lewis Enterprises, Inc plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Lewis Enterprises, Inc's sponsor-wide assets declined 3.8%, from $772K to $743K.

Where does Lewis Enterprises Inc. Money Purchase Pension Plan and Trust rank by assets among Form 5500 filers? ▼

Lewis Enterprises Inc. Money Purchase Pension Plan and Trust ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Money Purchase plans are similar in size to Lewis Enterprises Inc. Money Purchase Pension Plan and Trust? ▼

Among Money Purchase plans in other states, the closest by assets is Francisco Ayala Ortiz, Md Retirement Plan in PR ($741K, 2 participants).

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 591631915.