401(k) · DOL Form 5500 · 2024

Lewis & Ellis, LLC 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
110
Participants Small participant base
88th
Percentile by assets National rank
$669,034
Avg per participant High balance/head
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Official DOL plan name: Lewis & Ellis, LLC Profit Sharing Plan · Sponsored by Lewis & Ellis, LLC · Texas · Finance & Insurance

$74M in assets, 110 participants

Lewis & Ellis, LLC's Lewis & Ellis, LLC Profit Sharing Plan reported $74M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,962 in Finance & Insurance (8,549 peers)

Coverage in Texas

Lewis & Ellis, LLC Profit Sharing Plan covers 110 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $74M.

#6,962
in Finance & Insurance (8,549 peers)
+17.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Lewis & Ellis, LLC Profit Sharing Plan's outsized position by total assets

Lewis & Ellis, LLC Profit Sharing Plan vs every filed plan by assets

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

$73,593,762 Top 12% higher than 88% 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

Lewis & Ellis, LLC Profit Sharing 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. Lewis & Ellis, LLC Profit Sharing Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lewis & Ellis, LLC Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Lewis & Ellis, LLC Profit Sharing Plan reported participants rose from 92 in the plan year 2023 filing to 110 in the plan year 2024 filing.
  • Lewis & Ellis, LLC Profit Sharing Plan end-of-year assets rose from $63M in the plan year 2023 filing to $74M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 751281520 · Lewis & Ellis, LLC PY 2024 · 401(k)

Lewis & Ellis, LLC Profit Sharing Plan · $74M · 110 · 88th

  • TYPE $74M
  • NET 110
  • BOOK 88th
  • VS-ST 401(k)
  • BOY near Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan
  • SCH ind #6962

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 Finance & Insurance retirement plans → · Plans in Texas →

Lewis & Ellis, LLC Profit Sharing Plan in the asset neighbourhood

Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment PlanBadger Liquor Co., Inc. Empl…$74MLewis & Ellis, LLC Profit Sharing PlanLewis & Ellis, LLC Profit Sh…$74MAsics America Corporation Retirement Savings PlanAsics America Corporation Re…$74MLogical Systems 401(k) Plan$74MSlocum Orthopedics, P.C. 401(k) Profit Sharing PlanSlocum Orthopedics, P.C. 401…$74M
End-of-year total assets ($M) among Lewis & Ellis, LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$74M
Net Income$11M
Employer EIN751281520
Plan Effective Date1969-03-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis & Ellis, LLC)

Sponsor-wide plan assets over time

All Lewis & Ellis, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$74M 21.730479272512724% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $60.5M $73.6M ▲ +21.7%
Year Plans Participants Total Assets
2022 1 93 $60M
2023 1 92 $63M
2024 1 110 $74M

Nearby 401(k) Plans in Texas

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

Lewis & Ellis, LLC Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lewis & Ellis, LLC Profit Sharing Plan, Total assets ($B): 0.073593762 · Participants: 110Lewis & Ellis, LLC Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Lewis & Ellis, LLC Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lewis & Ellis, LLC Profit Sharing Plan side-by-side with 3 peers →

Lewis & Ellis, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan in WI ($74M); by covered participants it is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Lewis & Ellis, LLC Profit Sharing Plan assets move in 2024? ▼
Lewis & Ellis, LLC Profit Sharing Plan grew sharply - up 17.3% during 2024, from $63M to $74M. Reported net income was $11M.
How have Lewis & Ellis, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lewis & Ellis, LLC's sponsor-wide assets grew 21.7%, from $60M to $74M.
Where does Lewis & Ellis, LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lewis & Ellis, LLC Profit Sharing Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lewis & Ellis, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan in WI ($74M, 485 participants).
Which 401(k) plans cover a similar participant headcount to Lewis & Ellis, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants, N/A 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 751281520.

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.