401(k) · DOL Form 5500 · 2024
Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 150
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $97,916
- Avg per participant Below avg balance/head
Official DOL plan name: Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan · Sponsored by Lewis-Watkins-Farmer Agency, Inc. · Texas · Finance & Insurance
$15M in assets, 150 participants
Lewis-Watkins-Farmer Agency, Inc.'s Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan reported $15M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #4,114 in Finance & Insurance (8,549 peers)
Coverage in Texas
Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan covers 150 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $15M.
- #4,114
- in Finance & Insurance (8,549 peers)
- +19.8%
- assets growth YoY
Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,687,420 Top 36% higher than 64% 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-Watkins-Farmer Agency, 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-Watkins-Farmer Agency, Inc. 401(k) Plan sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan reported participants rose from 131 in the plan year 2023 filing to 150 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 742320159 · Lewis-Watkins-Farmer Agency, Inc. PY 2024 · 401(k)
Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan · $15M · 150 · 64th
- PHOTO $15M
- PHOTO 150
- PHOTO 64th
- PHOTO 401(k)
- PHOTO near Ainsworth Game Technology Inc. Retirement Plan & Trust
- PHOTO ind #4114
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 Finance & Insurance retirement plans → · Plans in Texas →
Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 742320159 |
| Plan Effective Date | 2000-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lewis-Watkins-Farmer Agency, Inc.)
Sponsor-wide plan assets over time
All Lewis-Watkins-Farmer Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 58.50800606040788% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $9M |
| 2023 | 1 | 131 | $12M |
| 2024 | 1 | 150 | $15M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Lewis-Watkins-Farmer Agency, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Ainsworth Game Technology Inc. Retirement Plan & Trust in NV ($15M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- The Custom Companies Retirement Savings Plan (IL) 150 · 0 off
- East Lawn Affiliates Profit Sharing Plan (CA) 150 · 0 off
- Twin Oaks Estate 401(k) Profit Sharing Plan (MO) 150 · 0 off
- Nomax Group 401(k) Profit Sharing Plan (MO) 150 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.