401(k) · DOL Form 5500 · 2022
Lavitt Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 73
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $189,649
- Avg per participant Above avg balance/head
Official DOL plan name: Lavitt Group, Inc. 401(k) Plan · Sponsored by Lavitt Group, Inc. · New York · Wholesale Trade
$14M in assets, 73 participants
Lavitt Group, Inc.'s Lavitt Group, Inc. 401(k) Plan reported $14M in total assets and 73 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #4,539 in Wholesale Trade (6,843 peers)
Lavitt Group, Inc. multi-year trail
Lavitt Group, Inc.'s plans moved +26.2% in assets from 2022 to 2024; this filing shows Lavitt Group, Inc. 401(k) Plan at $14M / 73 participants.
- #4,539
- in Wholesale Trade (6,843 peers)
- -22.2%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lavitt Group, Inc. 401(k) Plan's outsized position by total assets
Lavitt Group, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,844,360 Top 29% higher than 71% 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
Lavitt Group, Inc. 401(k) 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. Lavitt Group, Inc. 401(k) Plan is a small filing (73 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 863159249 · Lavitt Group, Inc. PY 2022 · 401(k)
Lavitt Group, Inc. 401(k) Plan · $14M · 73 · 71st
- EOY $14M
- 5500 73
- ASSETS 71st
- PCT 401(k)
- EIN near Cabell Huntington Hospital, Inc. Bargaining 401(k) Retirement Plan
- RANK ind #4539
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 Wholesale Trade retirement plans → · Plans in New York →
Lavitt Group, Inc. 401(k) Plan in the asset neighbourhood
Lavitt Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Lavitt Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 26.19931871173532% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 73 | $14M |
| 2023 | 1 | 72 | $16M |
| 2024 | 1 | 61 | $17M |
Lavitt Group, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$4M |
| Employer EIN | 863159249 |
| Plan Effective Date | 1993-08-01 |
| 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
Lavitt 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 Cabell Huntington Hospital, Inc. Bargaining 401(k) Retirement Plan in WV ($14M); by covered participants it is Bridgefarmer & Associates, Inc. 401(k) Plan in TX (73 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (73 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.