Other · DOL Form 5500 · 2022
Leo, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 112
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $46,648
- Avg per participant Low balance/head
Official DOL plan name: Leo, Inc. 403(b) Plan · Sponsored by Leo, Inc. · Massachusetts · Other Services
$5M in assets, 112 participants
Leo, Inc.'s Leo, Inc. 403(b) Plan reported $5M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.
- #5,906 in Other Services (8,398 peers)
Coverage in Massachusetts
Leo, Inc. 403(b) Plan covers 112 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.
- #5,906
- in Other Services (8,398 peers)
- -7.7%
- assets change YoY
The plan reported a net loss of $434K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Leo, Inc. 403(b) Plan's mid-pack asset rank among Other Services and all filers
Leo, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,224,572 Top 49% higher than 51% 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
Leo, Inc. 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leo, Inc. 403(b) Plan sits mid-pack in the medium band (112 participants).
Plan-year Form 5500 strip
Filing strip 042378885 · Leo, Inc. PY 2022 · Other
Leo, Inc. 403(b) Plan · $5M · 112 · 51st
- 5500 $5M
- ASSETS 112
- PCT 51st
- EIN Other
- RANK near The Blood Center 403(b) Retirement Savings Plan
- PHOTO ind #5906
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 Other Services retirement plans → · Plans in Massachusetts →
Leo, Inc. 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$434K |
| Employer EIN | 042378885 |
| Plan Effective Date | 1969-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Leo, Inc.)
Sponsor-wide plan assets over time
All Leo, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 13.127525087222455% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 112 | $5M |
| 2023 | 1 | 108 | $6M |
| 2024 | 1 | 111 | $6M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Leo, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Blood Center 403(b) Retirement Savings Plan in LA ($5M); by covered participants it is City and Country School, Inc. Defined Contribution Retirement Plan in NY (112 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (112 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.