Profit Sharing · DOL Form 5500 · 2024

Lewiston Monument Co Inc Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
17
Participants Small participant base
41st
Percentile by assets National rank
$285,365
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lewiston Monument Co, Inc. Profit Sharing Plan · Sponsored by Lewiston Monument Co Inc · Minnesota · Retail Trade

$5M in assets, 17 participants

Lewiston Monument Co Inc's Lewiston Monument Co, Inc. Profit Sharing Plan reported $5M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,203 in Retail Trade (8,048 peers)

Lewiston Monument Co Inc multi-year trail

Lewiston Monument Co Inc's plans moved +18.0% in assets from 2022 to 2024; this filing shows Lewiston Monument Co, Inc. Profit Sharing Plan at $5M / 17 participants.

#4,203
in Retail Trade (8,048 peers)
-7.6%
assets change YoY

The plan reported a net loss of $399K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lewiston Monument Co, Inc. Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Lewiston Monument Co, Inc. Profit Sharing Plan vs every filed plan by assets

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

$4,851,199 41st percentile higher than 41% 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

Lewiston Monument Co, Inc. Profit Sharing 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. Lewiston Monument Co, Inc. Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lewiston Monument Co, Inc. Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to -$399K in the plan year 2024 filing.
  • Lewiston Monument Co, Inc. Profit Sharing Plan reported participants rose from 15 in the plan year 2023 filing to 17 in the plan year 2024 filing.
  • Lewiston Monument Co, Inc. Profit Sharing Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 411239338 · Lewiston Monument Co Inc PY 2024 · Profit Sharing

Lewiston Monument Co, Inc. Profit Sharing Plan · $5M · 17 · 41st

  • BOOK $5M
  • VS-ST 17
  • BOY 41st
  • SCH Profit Sharing
  • EBSA near Jot Holdings, Inc. Retirement Plan
  • PART ind #4203

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 Retail Trade retirement plans → · Plans in Minnesota →

Lewiston Monument Co, Inc. Profit Sharing Plan in the asset neighbourhood

Lewiston Monument Co, Inc. Profit Sharing PlanLewiston Monument Co, Inc. P…$5MJot Holdings, Inc. Retirement PlanJot Holdings, Inc. Retiremen…$5MWild West Company Employee Profit Sharing PlanWild West Company Employee P…$5MFreeman Group, Inc. 401(k) Profit Sharing PlanFreeman Group, Inc. 401(k) P…$5MInland Fresh Seafood Corporation of America, Inc. Profit Sharing PlanInland Fresh Seafood Corpora…$5M
End-of-year total assets ($M) among Lewiston Monument Co, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Lewiston Monument Co Inc multi-year asset trail

Sponsor-wide plan assets over time

All Lewiston Monument Co Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 17.963605185614234% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.11M $4.85M ▲ +18.0%
Year Plans Participants Total Assets
2022 1 14 $4M
2023 1 15 $5M
2024 1 17 $5M

Lewiston Monument Co Inc filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$399K
Employer EIN411239338
Plan Effective Date1974-12-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Minnesota

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

Lewiston Monument Co, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Lewiston Monument Co, Inc. Profit Sharing Plan, Total assets ($B): 0.004851199 · Participants: 17Lewiston Monument Co, Inc. Profit Sharing PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.820221913 · Participants: 6017Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.902491999 · Participants: 8757Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.64405166 · Participants: 4702Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.612718536 · Participants: 20683Cargill Employee Retirement Account PlanRegions Hospital Retirement Savings 401(k) Plan, Total assets ($B): 0.601951844 · Participants: 6323Regions Hospital Retirement Savings 401(k) Plan
Lewiston Monument Co, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants

Lewiston Monument Co, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Jot Holdings, Inc. Retirement Plan in FL ($5M); by covered participants it is Bgo's Ventures Inc. Retirement Plan in PA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Lewiston Monument Co, Inc. Profit Sharing Plan assets move in 2024?
Lewiston Monument Co, Inc. Profit Sharing Plan pulled back noticeably - down 7.6% during 2024, from $5M to $5M. Reported net income was -$399K.
How have Lewiston Monument Co Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Lewiston Monument Co Inc's sponsor-wide assets grew 18.0%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Lewiston Monument Co, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Jot Holdings, Inc. Retirement Plan in FL ($5M, 35 participants).
Which Profit Sharing plans cover a similar participant headcount to Lewiston Monument Co, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Bgo's Ventures Inc. Retirement Plan in PA (17 participants, $265K in assets).