401(k) · DOL Form 5500 · 2022
Gary Levine & Associates Ltd. Dba Lg Planning Group 401(k) Plan
Data updated 2026-08-25
- $295K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $73,806
- Avg per participant Below avg balance/head
Official DOL plan name: Lg Planning Group 401(k) Profit Sharing Plan · Sponsored by Gary Levine & Associates Ltd. Dba Lg Planning Group · New York · Professional & Technical Services
$295K in assets, 4 participants
Gary Levine & Associates Ltd. Dba Lg Planning Group's Lg Planning Group 401(k) Profit Sharing Plan reported $295K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.
- #2,345 in Professional & Technical Services (21,562 peers)
2022 asset change
Lg Planning Group 401(k) Profit Sharing Plan grew at a solid clip 14.2% in 2022 ($258K → $295K) for 4 participants.
- #2,345
- in Professional & Technical Services (21,562 peers)
- +14.2%
- assets growth YoY
Lg Planning Group 401(k) Profit Sharing Plan among the smaller filed plans by assets
Lg Planning Group 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$295,224 14th percentile higher than 14% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lg Planning Group 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lg Planning Group 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 113394589 · Gary Levine & Associates Ltd. Dba Lg Planning Group PY 2022 · 401(k)
Lg Planning Group 401(k) Profit Sharing Plan · $295K · 4 · 14th
- RANK $295K
- RANK 4
- RANK 14th
- RANK 401(k)
- RANK near Pkbd Inc. 401(k) Plan
- RANK ind #2345
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 New York →
Lg Planning Group 401(k) Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $258K |
|---|---|
| Net Assets (End of Year) | $295K |
| Net Income | $37K |
| Employer EIN | 113394589 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Lg Planning Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Pkbd Inc. 401(k) Plan in MA ($295K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($295K here).
- Pkbd Inc. 401(k) Plan (MA) $295K · 5
- International Catholic Migration Commission 401(k) Plan (MA) $295K · 3
- Shahid Badar 401(k) Plan (TX) $295K · N/A
- Shoup Corporation 401(k) Profit Sharing Plan (AR) $295K · 2
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.