401(k) · DOL Form 5500 · 2022

The Levy Group, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
169
Participants Small participant base
60th
Percentile by assets National rank
$47,362
Avg per participant Low balance/head
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Official DOL plan name: The Levy Group, Inc. 401(k) Plan · Sponsored by The Levy Group, Inc. · New York · Manufacturing

$8M in assets, 169 participants

The Levy Group, Inc.'s The Levy Group, Inc. 401(k) Plan reported $8M in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #9,558 in Manufacturing (20,602 peers)

Coverage in New York

The Levy Group, Inc. 401(k) Plan covers 169 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $8M.

#9,558
in Manufacturing (20,602 peers)
-17.7%
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.

The Levy Group, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

The Levy Group, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,004,246 Top 40% higher than 60% of 139,123 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 2022

The Levy Group, Inc. 401(k) 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. The Levy Group, Inc. 401(k) Plan sits mid-pack in the medium band (169 participants).

Published 5500 schedule card

Filing strip 133855230 · The Levy Group, Inc. PY 2022 · 401(k)

The Levy Group, Inc. 401(k) Plan · $8M · 169 · 60th

  • EIN $8M
  • RANK 169
  • PHOTO 60th
  • IND 401(k)
  • EOY near Bill Doran Company Employee Savings and Retirement Plan
  • 5500 ind #9558

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 Manufacturing retirement plans → · Plans in New York →

The Levy Group, Inc. 401(k) Plan in the asset neighbourhood

The Levy Group, Inc. 401(k) PlanThe Levy Group, Inc. 401(k) …$8MBill Doran Company Employee Savings and Retirement PlanBill Doran Company Employee …$8MKodiak Group, LLC 401(k) Plan$8MCpg Beyond, Inc. 401(k) Plan$8MPenserra Securities LLC 401(k) Plan and TrustPenserra Securities LLC 401(…$8M
End-of-year total assets ($M) among The Levy Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN133855230
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Levy Group, Inc.)

Sponsor-wide plan assets over time

All The Levy Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 56.4688291689186% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8M $12.5M ▲ +56.5%
Year Plans Participants Total Assets
2022 1 169 $8M
2023 1 188 $10M
2024 1 189 $13M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Levy Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Levy Group, Inc. 401(k) Plan, Total assets ($B): 0.008004246 · Participants: 169The Levy Group, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
The Levy Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Levy Group, Inc. 401(k) Plan side-by-side with 3 peers →

The Levy Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bill Doran Company Employee Savings and Retirement Plan in IL ($8M); by covered participants it is Growers Express LLC 401(k) Plan & Trust in TX (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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.

Frequently Asked Questions

How did The Levy Group, Inc. 401(k) Plan assets move in 2022? ▼
The Levy Group, Inc. 401(k) Plan declined sharply - down 17.7% during 2022, from $10M to $8M. Reported net income was -$2M.
How have The Levy Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Levy Group, Inc.'s sponsor-wide assets grew 56.5%, from $8M to $13M.
Which 401(k) plans are similar in size to The Levy Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bill Doran Company Employee Savings and Retirement Plan in IL ($8M, 438 participants).
Which 401(k) plans cover a similar participant headcount to The Levy Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Growers Express LLC 401(k) Plan & Trust in TX (169 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133855230.

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.