401(k) · DOL Form 5500 · 2024

Lewis Resource Management, LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
935
Participants Near avg headcount
82nd
Percentile by assets National rank
$46,466
Avg per participant Low balance/head
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Official DOL plan name: Lewis Resource Management LLC 401(k) Plan · Sponsored by Lewis Resource Management, LLC · Texas · Manufacturing

$43M in assets, 935 participants

Lewis Resource Management, LLC's Lewis Resource Management LLC 401(k) Plan reported $43M in total assets and 935 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,404 in Manufacturing (17,777 peers)

Where Lewis Resource Management LLC 401(k) Plan sits by assets

Lewis Resource Management LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $43M for 935 participants (~$46,466/participant), up 8.2% in 2024.

#13,404
in Manufacturing (17,777 peers)
+8.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lewis Resource Management LLC 401(k) Plan's outsized position by total assets

Lewis Resource Management LLC 401(k) Plan vs every filed plan by assets

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

$43,445,407 Top 18% higher than 82% 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 Resource Management LLC 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 Resource Management LLC 401(k) Plan sits mid-pack in the medium band (935 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lewis Resource Management LLC 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Lewis Resource Management LLC 401(k) Plan end-of-year assets rose from $40M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Lewis Resource Management LLC 401(k) Plan reported participants fell from 970 in the plan year 2023 filing to 935 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 452935322 · Lewis Resource Management, LLC PY 2024 · 401(k)

Lewis Resource Management LLC 401(k) Plan · $43M · 935 · 82nd

  • EBSA $43M
  • PART 935
  • TYPE 82nd
  • NET 401(k)
  • BOOK near Inspirato LLC 401(k) Plan
  • VS-ST ind #13404

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 Manufacturing retirement plans → · Plans in Texas →

Lewis Resource Management LLC 401(k) Plan in the asset neighbourhood

J. Lohr Employees Retirement PlanJ. Lohr Employees Retirement…$43MLewis Resource Management LLC 401(k) PlanLewis Resource Management LL…$43MInspirato LLC 401(k) Plan$43MIem 401(k) Plan$43MBenchmark Education Company Profit Sharing 401(k) PlanBenchmark Education Company …$43M
End-of-year total assets ($M) among Lewis Resource Management LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$43M
Net Income$3M
Employer EIN452935322
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis Resource Management, LLC)

Sponsor-wide plan assets over time

All Lewis Resource Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 28.083919078254898% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.9M $43.5M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 814 $34M
2023 1 970 $40M
2024 1 935 $43M

Nearby 401(k) Plans in Texas

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

Lewis Resource Management LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lewis Resource Management LLC 401(k) Plan, Total assets ($B): 0.043445407 · Participants: 935Lewis Resource Management LLC 401(k) 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 Resource Management LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lewis Resource Management LLC 401(k) Plan side-by-side with 3 peers →

Lewis Resource Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Inspirato LLC 401(k) Plan in CO ($43M); by covered participants it is M. H. Logistics Corporation 401(k) Retirement & Savings Plan in IL (935 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (935 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 Resource Management LLC 401(k) Plan assets move in 2024? ▼
Lewis Resource Management LLC 401(k) Plan grew at a solid clip - up 8.2% during 2024, from $40M to $43M. Reported net income was $3M.
How have Lewis Resource Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lewis Resource Management, LLC's sponsor-wide assets grew 28.1%, from $34M to $43M.
Where does Lewis Resource Management LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Lewis Resource Management LLC 401(k) Plan ranks in the 82nd 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 Resource Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inspirato LLC 401(k) Plan in CO ($43M, 626 participants).
Which 401(k) plans cover a similar participant headcount to Lewis Resource Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is M. H. Logistics Corporation 401(k) Retirement & Savings Plan in IL (935 participants, $115M 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 452935322.

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.