401(k) · DOL Form 5500 · 2024
Michael Lewis Company 401(k) Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 198
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $225,856
- Avg per participant Above avg balance/head
Official DOL plan name: Michael Lewis Company 401(k) Plan · Sponsored by Michael Lewis Company · Illinois · Food Services & Accommodation
$45M in assets, 198 participants
Michael Lewis Company's Michael Lewis Company 401(k) Plan reported $45M in total assets and 198 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #3,505 in Food Services & Accommodation (3,672 peers)
Coverage in Illinois
Michael Lewis Company 401(k) Plan covers 198 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $45M.
- #3,505
- in Food Services & Accommodation (3,672 peers)
- +14.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Michael Lewis Company 401(k) Plan's outsized position by total assets
Michael Lewis Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$44,719,401 Top 17% higher than 83% 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
Michael Lewis Company 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. Michael Lewis Company 401(k) Plan sits mid-pack in the medium band (198 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Michael Lewis Company 401(k) Plan reported participants rose from 162 in the plan year 2023 filing to 198 in the plan year 2024 filing.
- Michael Lewis Company 401(k) Plan end-of-year assets rose from $39M in the plan year 2023 filing to $45M in the plan year 2024 filing.
- Michael Lewis Company 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
DOL schedule card
Filing strip 360905140 · Michael Lewis Company PY 2024 · 401(k)
Michael Lewis Company 401(k) Plan · $45M · 198 · 83rd
- PART $45M
- TYPE 198
- NET 83rd
- BOOK 401(k)
- VS-ST near Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan
- BOY ind #3505
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 Food Services & Accommodation retirement plans → · Plans in Illinois →
Michael Lewis Company 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $6M |
| Employer EIN | 360905140 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Michael Lewis Company)
Sponsor-wide plan assets over time
All Michael Lewis Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 31.86048525603406% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 147 | $34M |
| 2023 | 1 | 162 | $39M |
| 2024 | 1 | 198 | $45M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Michael Lewis Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan in NE ($45M); by covered participants it is Alltrails 401(k) Plan in CA (198 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
- Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan (NE) $45M · 383
- Truland Equipment, LLC 401(k) Plan (OH) $45M · 461
- Mtm Recognition Corporation 401(k) Plan (OK) $45M · 407
- Revecore 401(k) Plan (TN) $45M · 1,287
Similar participant headcount
Nearest other-state filings by covered participants (198 participants); asset peers above are excluded.
- Alltrails 401(k) Plan (CA) 198 · 0 off
- Balke Brown Transwestern Inc. 401(k) Plan (MO) 198 · 0 off
- Rockland Federal Credit Union 401(k) Profit Sharing Plan (MA) 198 · 0 off
- 401(k) Plan of Digitalbridge Group Advisors, LLC (FL) 198 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.