401(k) · DOL Form 5500 · 2024

Lewis Thomason, P.C. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
145
Participants Small participant base
85th
Percentile by assets National rank
$364,916
Avg per participant High balance/head
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Official DOL plan name: Lewis Thomason, P.C. 401(k) Profit Sharing Plan · Sponsored by Lewis Thomason, P.C. · Tennessee · Professional & Technical Services

$53M in assets, 145 participants

Lewis Thomason, P.C.'s Lewis Thomason, P.C. 401(k) Profit Sharing Plan reported $53M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,272 in Professional & Technical Services (20,173 peers)

Coverage in Tennessee

Lewis Thomason, P.C. 401(k) Profit Sharing Plan covers 145 participants in Tennessee, about 13% of the average Tennessee filer (state average ~1,126 per filing). Assets: $53M.

#17,272
in Professional & Technical Services (20,173 peers)
+13.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Lewis Thomason, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Lewis Thomason, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$52,912,869 Top 15% higher than 85% 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 Thomason, P.C. 401(k) 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 Thomason, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lewis Thomason, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $46M in the plan year 2023 filing to $53M in the plan year 2024 filing.
  • Lewis Thomason, P.C. 401(k) Profit Sharing Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 621444488 · Lewis Thomason, P.C. PY 2024 · 401(k)

Lewis Thomason, P.C. 401(k) Profit Sharing Plan · $53M · 145 · 85th

  • TYPE $53M
  • TYPE 145
  • TYPE 85th
  • TYPE 401(k)
  • TYPE near Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan
  • TYPE ind #17272

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

Lewis Thomason, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Legacy Professionals LLP 401(k) PlanLegacy Professionals LLP 401…$53MLewis Thomason, P.C. 401(k) Profit Sharing PlanLewis Thomason, P.C. 401(k) …$53MFross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing PlanFross Zelnick Lehrman & Ziss…$53MHugh Chatham Memorial Hospital, Inc. 401(k) PlanHugh Chatham Memorial Hospit…$53MClaas Employees' Savings Plan$53M
End-of-year total assets ($M) among Lewis Thomason, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$53M
Net Income$6M
Employer EIN621444488
Plan Effective Date1973-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis Thomason, P.C.)

Sponsor-wide plan assets over time

All Lewis Thomason, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 32.739882845530886% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.9M $52.9M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 128 $40M
2023 1 144 $46M
2024 1 145 $53M

Nearby 401(k) Plans in Tennessee

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

Lewis Thomason, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Lewis Thomason, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.052912869 · Participants: 145Lewis Thomason, P.C. 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Lewis Thomason, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Lewis Thomason, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lewis Thomason, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan in NY ($53M); by covered participants it is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Thomason, P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Lewis Thomason, P.C. 401(k) Profit Sharing Plan grew at a solid clip - up 13.9% during 2024, from $46M to $53M. Reported net income was $6M.
How have Lewis Thomason, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lewis Thomason, P.C.'s sponsor-wide assets grew 32.7%, from $40M to $53M.
Where does Lewis Thomason, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lewis Thomason, P.C. 401(k) Profit Sharing Plan ranks in the 85th 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 Thomason, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan in NY ($53M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Lewis Thomason, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lashbrook Jewelry Designs 401(k) Plan in UT (145 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 621444488.

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.