401(k) · DOL Form 5500 · 2024
Lewis Management Corp. 401(k) Plan
Data updated 2026-08-25
- $72M
- Total assets Below avg plan size
- 582
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $123,760
- Avg per participant Near avg balance/head
Official DOL plan name: Lewis Management Corp. 401(k) Plan · Sponsored by Lewis Management Corp. · California · Real Estate
$72M in assets, 582 participants
Lewis Management Corp.'s Lewis Management Corp. 401(k) Plan reported $72M in total assets and 582 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.
- #4,403 in Real Estate (4,605 peers)
Where Lewis Management Corp. 401(k) Plan sits by assets
Lewis Management Corp. 401(k) Plan sits in the top quartile of all filed plans by assets, $72M for 582 participants (~$123,760/participant), up 21.9% in 2024.
- #4,403
- in Real Estate (4,605 peers)
- +21.9%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Lewis Management Corp. 401(k) Plan's outsized position by total assets
Lewis Management Corp. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$72,028,125 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
Lewis Management Corp. 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. Lewis Management Corp. 401(k) Plan sits mid-pack in the medium band (582 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lewis Management Corp. 401(k) Plan reported net income rose from $9M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Lewis Management Corp. 401(k) Plan end-of-year assets rose from $59M in the plan year 2023 filing to $72M in the plan year 2024 filing.
- Lewis Management Corp. 401(k) Plan reported participants rose from 560 in the plan year 2023 filing to 582 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 472958500 · Lewis Management Corp. PY 2024 · 401(k)
Lewis Management Corp. 401(k) Plan · $72M · 582 · 88th
- 5500 $72M
- 5500 582
- 5500 88th
- 5500 401(k)
- 5500 near True Companies Employees' 401(k) Savings Plan
- 5500 ind #4403
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 California →
Lewis Management Corp. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | $13M |
| Employer EIN | 472958500 |
| Plan Effective Date | 1999-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lewis Management Corp.)
Sponsor-wide plan assets over time
All Lewis Management Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $72M 44.33220162292691% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 552 | $50M |
| 2023 | 1 | 560 | $59M |
| 2024 | 1 | 582 | $72M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Lewis Management Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is True Companies Employees' 401(k) Savings Plan in WY ($72M); by covered participants it is Elevations Credit Union Capital Accumulation Plan in CO (582 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($72M here).
- True Companies Employees' 401(k) Savings Plan (WY) $72M · 965
- Liggett Vector Brands Savings Plan (NC) $72M · 337
- Accretive Technology Group, Inc. 401 (K) Plan (WA) $72M · 380
- Servier Pharmaceuticals LLC 401(k) Plan (MA) $72M · 464
Similar participant headcount
Nearest other-state filings by covered participants (582 participants); asset peers above are excluded.
- Elevations Credit Union Capital Accumulation Plan (CO) 582 · 0 off
- The Reily Companies Retirement Savings Plan (LA) 582 · 0 off
- Colorcon, Inc. 401(k) Savings Plan (PA) 582 · 0 off
- Abrigo Employee Savings Plan (TX) 582 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.