401(k) · DOL Form 5500 · 2024
Lewis Tree Service, Inc. 401(k) Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 3,238
- Participants Above avg headcount
- 88th
- Percentile by assets National rank
- $21,581
- Avg per participant Low balance/head
Official DOL plan name: North Coast Holdings Save Money and Reduce Taxes (Smart) Plan · Sponsored by Lewis Tree Service, Inc. · New York · Agriculture, Forestry & Fishing
$70M in assets, 3,238 participants
Lewis Tree Service, Inc.'s North Coast Holdings Save Money and Reduce Taxes (Smart) Plan reported $70M in total assets and 3,238 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.
- #1,131 in Agriculture, Forestry & Fishing (1,217 peers)
Coverage in New York
North Coast Holdings Save Money and Reduce Taxes (Smart) Plan covers 3,238 participants in New York, 4.1x the typical New York plan (state average ~798 per filing). Assets: $70M.
- #1,131
- in Agriculture, Forestry & Fishing (1,217 peers)
- +15.3%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
North Coast Holdings Save Money and Reduce Taxes (Smart) Plan's outsized position by total assets
North Coast Holdings Save Money and Reduce Taxes (Smart) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$69,880,124 Top 12% higher than 88% 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
North Coast Holdings Save Money and Reduce Taxes (Smart) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Coast Holdings Save Money and Reduce Taxes (Smart) Plan lands in the large band (3,238 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- North Coast Holdings Save Money and Reduce Taxes (Smart) Plan reported net income rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- North Coast Holdings Save Money and Reduce Taxes (Smart) Plan end-of-year assets rose from $61M in the plan year 2023 filing to $70M in the plan year 2024 filing.
- North Coast Holdings Save Money and Reduce Taxes (Smart) Plan reported participants fell from 3,374 in the plan year 2023 filing to 3,238 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 161004851 · Lewis Tree Service, Inc. PY 2024 · 401(k)
North Coast Holdings Save Money and Reduce Taxes (Smart) Plan · $70M · 3,238 · 88th
- ASSETS $70M
- ASSETS 3,238
- ASSETS 88th
- ASSETS 401(k)
- ASSETS near Momentus Capital Retirement Plan
- ASSETS ind #1131
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 Agriculture, Forestry & Fishing retirement plans → · Plans in New York →
North Coast Holdings Save Money and Reduce Taxes (Smart) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | $9M |
| Employer EIN | 161004851 |
| Plan Effective Date | 1989-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lewis Tree Service, Inc.)
Sponsor-wide plan assets over time
All Lewis Tree Service, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $521M 18.966041209708223% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,570 | $438M |
| 2023 | 2 | 7,841 | $467M |
| 2024 | 2 | 6,280 | $521M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
North Coast Holdings Save Money and Reduce Taxes (Smart) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Momentus Capital Retirement Plan in VA ($70M); by covered participants it is Tgi Friday's 401(k) Plan in TX (3,238 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
- Momentus Capital Retirement Plan (VA) $70M · 322
- Experitec, Inc. 401(k) Plan (MO) $70M · 256
- Slumberland, Inc. Salary Savings Plan (MN) $70M · 833
- Futurefuel Chemical Company 401(k) Plan (AR) $70M · 512
Similar participant headcount
Nearest other-state filings by covered participants (3,238 participants); asset peers above are excluded.
- Tgi Friday's 401(k) Plan (TX) 3,238 · 0 off
- Cj Logistics America 401(k) Plan (IL) 3,238 · 0 off
- Blue Beacon, Inc. Profit Sharing/401(k) Plan (KS) 3,240 · 2 off
- Slavic Secure Pep (FL) 3,235 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.