Profit Sharing · DOL Form 5500 · 2024

Brown, Koralchik & Fingersh, Lc Profit Sharing Plan

Data updated 2026-07-24

$42M
Total assets: 57
Participants: 82nd
Percentile by assets: $738,906
Avg per participant

Official DOL plan name: Lewis Rice Kansas City Savings Plan · Sponsored by Brown, Koralchik & Fingersh, Lc · Missouri · Professional & Technical Services

$42M in assets, 57 participants

Brown, Koralchik & Fingersh, Lc's Lewis Rice Kansas City Savings Plan reported $42M in total assets and 57 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.

82nd percentile by assets (of 116,472 plans)

Where Lewis Rice Kansas City Savings Plan sits by assets

Lewis Rice Kansas City Savings Plan sits in the top quartile of all filed plans by assets, $42M for 57 participants (~$738,906/participant), up 15.2% in 2024.

$42M
total plan assets (2024 EOY): 57
covered participants: 82nd
percentile by assets (of 116,472 plans): $738,906
avg assets per participant

Lewis Rice Kansas City Savings Plan reported net income rose from -$16M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Lewis Rice Kansas City Savings Plan end-of-year assets rose from $37M in the plan year 2023 filing to $42M in the plan year 2024 filing.
Lewis Rice Kansas City Savings Plan reported participants rose from 56 in the plan year 2023 filing to 57 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Missouri

Industry

Professional & Technical Services

Lewis Rice Kansas City Savings Plan vs the 2024 asset distribution

By assets, Lewis Rice Kansas City Savings Plan outranks 82% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$37M
Net Assets (End of Year)	$42M
Net Income	$6M
Employer EIN	440529202
Plan Effective Date	2017-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Brown, Koralchik & Fingersh, Lc)

Total plan assets by year, all Brown, Koralchik & Fingersh, Lc plans on file

Year	Plans	Participants	Total Assets
2022	1	54	$53M
2023	1	56	$37M
2024	1	57	$42M

Nearby Profit Sharing Plans in Missouri

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Lewis Rice Kansas City Savings Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants

Boilermakers National Annuity Trust $1.3B · 18,034
I. B. E. W. Local Union No. 124 Annuity Plan $447M · 3,456
Annuity Fund of Operating Engineers Local 513 $323M · 9,100
Pipe Fitters Local No 533 Individual Account Plan $302M · 1,427
IBEW-NECA Retirement Plan $213M · 632

Compare Lewis Rice Kansas City Savings Plan side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Lewis Rice Kansas City Savings Plan by total assets, not by location.

Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust (OR) $42M · 774
Hstp Profit Sharing Plan (CA) $42M · 22
Penobscot Community Health Center 403(b) Plan (ME) $42M · 858
Transre Retirement Accumulation Plan (NY) $43M · 390

Frequently Asked Questions

How did Lewis Rice Kansas City Savings Plan assets move in 2024? ▼

Lewis Rice Kansas City Savings Plan grew sharply - up 15.2% during 2024, from $37M to $42M. Reported net income was $6M.

How have Brown, Koralchik & Fingersh, Lc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Brown, Koralchik & Fingersh, Lc's sponsor-wide assets declined 20.3%, from $53M to $42M.

Where does Lewis Rice Kansas City Savings Plan rank by assets among Form 5500 filers? ▼

Lewis Rice Kansas City Savings Plan ranks in the 82nd percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Lewis Rice Kansas City Savings Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Oregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust in OR ($42M, 774 participants).

Next read for Lewis Rice Kansas City Savings Plan

Scale reading

Ways to act on Lewis Rice Kansas City Savings Plan's numbers.

By total assets, Lewis Rice Kansas City Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Missouri. Compare plans
Brown, Koralchik & Fingersh, Lc's sponsor-wide assets have declined 20.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 440529202.

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.