401(k) · DOL Form 5500 · 2024

Lewis & Raulerson, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
251
Participants Below avg headcount
48th
Percentile by assets National rank
$28,228
Avg per participant Low balance/head
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Official DOL plan name: Lewis & Raulerson, Inc. 401(k) Plan · Sponsored by Lewis & Raulerson, Inc. · Georgia · Wholesale Trade

$7M in assets, 251 participants

Lewis & Raulerson, Inc.'s Lewis & Raulerson, Inc. 401(k) Plan reported $7M in total assets and 251 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,323 in Wholesale Trade (6,080 peers)

Coverage in Georgia

Lewis & Raulerson, Inc. 401(k) Plan covers 251 participants in Georgia, about 23% of the average Georgia filer (state average ~1,096 per filing). Assets: $7M.

#2,323
in Wholesale Trade (6,080 peers)
+12.1%
assets growth YoY

Lewis & Raulerson, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Lewis & Raulerson, Inc. 401(k) Plan vs every filed plan by assets

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

$7,085,175 48th percentile higher than 48% 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 & Raulerson, Inc. 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 & Raulerson, Inc. 401(k) Plan sits mid-pack in the medium band (251 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lewis & Raulerson, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $765K in the plan year 2024 filing.
  • Lewis & Raulerson, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 581715334 · Lewis & Raulerson, Inc. PY 2024 · 401(k)

Lewis & Raulerson, Inc. 401(k) Plan · $7M · 251 · 48th

  • BOY $7M
  • SCH 251
  • EBSA 48th
  • PART 401(k)
  • TYPE near Arena & Harrison Cpas Inc 401(k) Plan 615 Hilliard Rome Rd Columbus, Oh 43228-9475
  • NET ind #2323

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 Wholesale Trade retirement plans → · Plans in Georgia →

Lewis & Raulerson, Inc. 401(k) Plan in the asset neighbourhood

Lewis & Raulerson, Inc. 401(k) PlanLewis & Raulerson, Inc. 401(…$7MArena & Harrison Cpas Inc 401(k) Plan 615 Hilliard Rome Rd Columbus, Oh 43228-9475Arena & Harrison Cpas Inc 40…$7MAllison Crane & Rigging, LLC 401(k) PlanAllison Crane & Rigging, LLC…$7MHope Community Church of North Carolina, Inc. Retirement PlanHope Community Church of Nor…$7MTrileaf 401(k) Plan$7M
End-of-year total assets ($M) among Lewis & Raulerson, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$765K
Employer EIN581715334
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis & Raulerson, Inc.)

Sponsor-wide plan assets over time

All Lewis & Raulerson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 38.30541884229609% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.12M $7.09M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 206 $5M
2023 1 253 $6M
2024 1 251 $7M

Nearby 401(k) Plans in Georgia

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

Lewis & Raulerson, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Lewis & Raulerson, Inc. 401(k) Plan, Total assets ($B): 0.007085175 · Participants: 251Lewis & Raulerson, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Lewis & Raulerson, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Lewis & Raulerson, Inc. 401(k) Plan side-by-side with 3 peers →

Lewis & Raulerson, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Arena & Harrison Cpas Inc 401(k) Plan 615 Hilliard Rome Rd Columbus, Oh 43228-9475 in OH ($7M); by covered participants it is Dependable Home Health Care, Inc. 401(k) Savings Plan in MN (251 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (251 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 & Raulerson, Inc. 401(k) Plan assets move in 2024? ▼
Lewis & Raulerson, Inc. 401(k) Plan grew at a solid clip - up 12.1% during 2024, from $6M to $7M. Reported net income was $765K.
How have Lewis & Raulerson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lewis & Raulerson, Inc.'s sponsor-wide assets grew 38.3%, from $5M to $7M.
Which 401(k) plans are similar in size to Lewis & Raulerson, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arena & Harrison Cpas Inc 401(k) Plan 615 Hilliard Rome Rd Columbus, Oh 43228-9475 in OH ($7M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Lewis & Raulerson, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dependable Home Health Care, Inc. 401(k) Savings Plan in MN (251 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 581715334.

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.