Defined Benefit (Pension) · DOL Form 5500 · 2022
Leading Edge Investment Advisors, LLC Pension Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $253,943
- Avg per participant Above avg balance/head
Official DOL plan name: Leading Edge Investment Advisors, LLC Retirement Plan · Sponsored by Leading Edge Investment Advisors, LLC · California · Finance & Insurance
$3M in assets, 13 participants
Leading Edge Investment Advisors, LLC's Leading Edge Investment Advisors, LLC Retirement Plan reported $3M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #2,656 in Finance & Insurance (9,261 peers)
2022 asset change
Leading Edge Investment Advisors, LLC Retirement Plan contracted severely 38.1% in 2022 ($5M → $3M) for 13 participants.
- #2,656
- in Finance & Insurance (9,261 peers)
- -38.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Leading Edge Investment Advisors, LLC Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Leading Edge Investment Advisors, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,301,261 42nd percentile higher than 42% 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
Leading Edge Investment Advisors, LLC Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leading Edge Investment Advisors, LLC Retirement Plan is a small filing (13 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 383722349 · Leading Edge Investment Advisors, LLC PY 2022 · Defined Benefit (Pension)
Leading Edge Investment Advisors, LLC Retirement Plan · $3M · 13 · 42nd
- PCT $3M
- EIN 13
- RANK 42nd
- PHOTO Defined Benefit (Pension)
- IND near Toshiba International Corp. Hourly Pension Plan for Industrial Division
- EOY ind #2656
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 Finance & Insurance retirement plans → · Plans in California →
Leading Edge Investment Advisors, LLC Retirement Plan in the asset neighbourhood
Leading Edge Investment Advisors, LLC years around the 2022 move
Sponsor-wide plan assets over time
All Leading Edge Investment Advisors, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 0.6548709720315964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $3M |
| 2023 | 1 | 13 | $3M |
| 2024 | 1 | 12 | $3M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$2M |
| Employer EIN | 383722349 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Leading Edge Investment Advisors, LLC Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Toshiba International Corp. Hourly Pension Plan for Industrial Division in TX ($3M); by covered participants it is Russo Trading Co., Inc. Cash Balance Plan in WI (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Toshiba International Corp. Hourly Pension Plan for Industrial Division (TX) $3M · 170
- Tn Americas Holdings, Inc. Defined Benefit Plan - Erwin Plant Employees (GA) $3M · N/A
- Michael a. Littman, Atty., Defined Benefit Plan (CO) $3M · 1
- Rand-Whitney Retirement Plan for Members of Bargaining Units (MA) $3M · 82
Similar participant headcount
Nearest other-state filings by covered participants (13 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.