Defined Benefit (Pension) · DOL Form 5500 · 2024

Lewis Brothers Bakeries, Inc. Pension Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
512
Participants Below avg headcount
88th
Percentile by assets National rank
$137,372
Avg per participant Near avg balance/head
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Official DOL plan name: Lewis Brothers Bakeries, Inc. Pension Plan · Sponsored by Lewis Brothers Bakeries, Inc. · Indiana · Manufacturing

$70M in assets, 512 participants

Lewis Brothers Bakeries, Inc.'s Lewis Brothers Bakeries, Inc. Pension Plan reported $70M in total assets and 512 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #14,574 in Manufacturing (17,777 peers)

Where Lewis Brothers Bakeries, Inc. Pension Plan sits by assets

Lewis Brothers Bakeries, Inc. Pension Plan sits in the top quartile of all filed plans by assets, $70M for 512 participants (~$137,372/participant), up 11.0% in 2024.

#14,574
in Manufacturing (17,777 peers)
+11.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Lewis Brothers Bakeries, Inc. Pension Plan's outsized position by total assets

Lewis Brothers Bakeries, Inc. Pension Plan vs every filed plan by assets

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

$70,334,240 Top 12% higher than 88% 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 Brothers Bakeries, Inc. Pension 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 Brothers Bakeries, Inc. Pension Plan sits mid-pack in the medium band (512 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lewis Brothers Bakeries, Inc. Pension Plan reported net income fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Lewis Brothers Bakeries, Inc. Pension Plan end-of-year assets rose from $63M in the plan year 2023 filing to $70M in the plan year 2024 filing.
  • Lewis Brothers Bakeries, Inc. Pension Plan reported participants rose from 495 in the plan year 2023 filing to 512 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 370636783 · Lewis Brothers Bakeries, Inc. PY 2024 · Defined Benefit (Pension)

Lewis Brothers Bakeries, Inc. Pension Plan · $70M · 512 · 88th

  • IND $70M
  • EOY 512
  • 5500 88th
  • ASSETS Defined Benefit (Pension)
  • PCT near Legacy US Foods Consolidated Defined Benefit Retirement Plan
  • EIN ind #14574

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 Indiana →

Lewis Brothers Bakeries, Inc. Pension Plan in the asset neighbourhood

Lewis Brothers Bakeries, Inc. Pension PlanLewis Brothers Bakeries, Inc…$70MLegacy US Foods Consolidated Defined Benefit Retirement PlanLegacy US Foods Consolidated…$70MRally Credit Union Defined Benefit PlanRally Credit Union Defined B…$70MLocal 808 Ibt Pension Plan$70MThe UAW Labor-Management Group Pension PlanThe UAW Labor-Management Gro…$70M
End-of-year total assets ($M) among Lewis Brothers Bakeries, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$70M
Net Income$7M
Employer EIN370636783
Plan Effective Date1967-12-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis Brothers Bakeries, Inc.)

Sponsor-wide plan assets over time

All Lewis Brothers Bakeries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$99M 29.885905361898608% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $76.3M $99M ▲ +29.9%
Year Plans Participants Total Assets
2022 2 815 $76M
2023 2 1,655 $90M
2024 2 1,655 $99M

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lewis Brothers Bakeries, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -5051015 Total assets ($B) Participants Lewis Brothers Bakeries, Inc. Pension Plan, Total assets ($B): 0.07033424 · Participants: 512Lewis Brothers Bakeries, Inc. Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.79293888 · Participants: 19897The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.225499056 · Participants: 30640Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.815373164 · Participants: 11039Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.237231976 · Participants: 7552Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.003483487 · Participants: 2133Nisource Pension Plan
Lewis Brothers Bakeries, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Lewis Brothers Bakeries, Inc. Pension Plan side-by-side with 3 peers →

Lewis Brothers Bakeries, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Legacy US Foods Consolidated Defined Benefit Retirement Plan in IL ($70M); by covered participants it is The Okonite Company Hourly Employees Pension Plan in NJ (512 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70M here).

Similar participant headcount

Nearest other-state filings by covered participants (512 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 Brothers Bakeries, Inc. Pension Plan assets move in 2024? ▼
Lewis Brothers Bakeries, Inc. Pension Plan grew at a solid clip - up 11.0% during 2024, from $63M to $70M. Reported net income was $7M.
How have Lewis Brothers Bakeries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lewis Brothers Bakeries, Inc.'s sponsor-wide assets grew 29.9%, from $76M to $99M.
Where does Lewis Brothers Bakeries, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Lewis Brothers Bakeries, Inc. Pension Plan ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to Lewis Brothers Bakeries, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Legacy US Foods Consolidated Defined Benefit Retirement Plan in IL ($70M, 4,561 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lewis Brothers Bakeries, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Okonite Company Hourly Employees Pension Plan in NJ (512 participants, $54M 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 370636783.

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.