Profit Sharing · DOL Form 5500 · 2024

Brown, Koralchik & Fingersh, Lc Profit Sharing Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
57
Participants Small participant base
82nd
Percentile by assets National rank
$738,906
Avg per participant High balance/head
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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.

  • #16,663 in Professional & Technical Services (20,173 peers)

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.

#16,663
in Professional & Technical Services (20,173 peers)
+15.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lewis Rice Kansas City Savings Plan's outsized position by total assets

Lewis Rice Kansas City Savings Plan vs every filed plan by assets

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

$42,117,626 Top 18% higher than 82% 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 Rice Kansas City Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lewis Rice Kansas City Savings Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

DOL schedule card

Filing strip 440529202 · Brown, Koralchik & Fingersh, Lc PY 2024 · Profit Sharing

Lewis Rice Kansas City Savings Plan · $42M · 57 · 82nd

  • VS-ST $42M
  • VS-ST 57
  • VS-ST 82nd
  • VS-ST Profit Sharing
  • VS-ST near Buffalo Laborers Security Fund
  • VS-ST ind #16663

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 Professional & Technical Services retirement plans → · Plans in Missouri →

Lewis Rice Kansas City Savings Plan in the asset neighbourhood

Employees Retirement Plan of Mother Murphys Laboratories, Inc.Employees Retirement Plan of…$42MHstp Profit Sharing Plan$42MOregon Federation of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & TrustOregon Federation of Nurses …$42MLewis Rice Kansas City Savings PlanLewis Rice Kansas City Savin…$42MBuffalo Laborers Security FundBuffalo Laborers Security Fu…$42M
End-of-year total assets ($M) among Lewis Rice Kansas City Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$6M
Employer EIN440529202
Plan Effective Date2017-02-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Brown, Koralchik & Fingersh, Lc plans reported in each filing year

Latest sponsor-wide plan assets
$42M 20.336990497778125% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $52.9M $42.1M ▼ -20.3%
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 Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Lewis Rice Kansas City Savings Plan, Total assets ($B): 0.042117626 · Participants: 57Lewis Rice Kansas City Savings PlanBoilermakers National Annuity Trust, Total assets ($B): 1.333963448 · Participants: 18034Boilermakers National Annuity TrustPlumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.458784892 · Participants: 4032Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustI. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.447176053 · Participants: 3456I. B. E. W. Local Union No. 124 Annuity PlanAnnuity Fund of Operating Engineers Local 513, Total assets ($B): 0.323168728 · Participants: 9100Annuity Fund of Operating Engineers Local 513Pipe Fitters Local No 533 Individual Account Plan, Total assets ($B): 0.301782843 · Participants: 1427Pipe Fitters Local No 533 Individual Account Plan
Lewis Rice Kansas City Savings Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants
Compare Lewis Rice Kansas City Savings Plan side-by-side with 3 peers →

Lewis Rice Kansas City Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is Buffalo Laborers Security Fund in NY ($42M); by covered participants it is Planned Parenthood of Buffalo and Erie County, Inc 403(b) Plan in NY (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 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 123,622 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 Buffalo Laborers Security Fund in NY ($42M, 1,099 participants).
Which Profit Sharing plans cover a similar participant headcount to Lewis Rice Kansas City Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Planned Parenthood of Buffalo and Erie County, Inc 403(b) Plan in NY (57 participants, $3M 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 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.