401(k) · DOL Form 5500 · 2022

Levin Papantonio Rafferty Proctor Buchanan O'brien Barr & Mougey, PA 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
213
Participants Below avg headcount
81st
Percentile by assets National rank
$118,738
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan · Sponsored by Levin Papantonio Rafferty Proctor Buchanan O'brien Barr & Mougey, PA · Florida · Professional & Technical Services

$25M in assets, 213 participants

Levin Papantonio Rafferty Proctor Buchanan O'brien Barr & Mougey, PA's Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan reported $25M in total assets and 213 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,510 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan covers 213 participants in Florida, about 34% of the average Florida filer (state average ~628 per filing). Assets: $25M.

#17,510
in Professional & Technical Services (21,562 peers)
-8.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan's outsized position by total assets

Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan vs every filed plan by assets

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

$25,291,237 Top 19% higher than 81% 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

Levin Papantonio Et. Al. PA 401(k) Profit Sharing 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. Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan sits mid-pack in the medium band (213 participants).

EBSA filing schedule strip

Filing strip 591266412 · Levin Papantonio Rafferty Proctor Buchanan O'brien Barr & Mougey, PA PY 2022 · 401(k)

Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan · $25M · 213 · 81st

  • SCH $25M
  • SCH 213
  • SCH 81st
  • SCH 401(k)
  • SCH near Xero, Inc. 401(k) Plan
  • SCH ind #17510

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 Florida →

Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan in the asset neighbourhood

Levin Papantonio Et. Al. PA 401(k) Profit Sharing PlanLevin Papantonio Et. Al. PA …$25MXero, Inc. 401(k) Plan$25MDavis & Floyd, Inc. Profit Sharing PlanDavis & Floyd, Inc. Profit S…$25MQmc-Emi Holding Corporation Profit Sharing & 401(k) PlanQmc-Emi Holding Corporation …$25MHerrick, Feinstein LLP Savings Plan (New)Herrick, Feinstein LLP Savin…$25M
End-of-year total assets ($M) among Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$25M
Net Income-$2M
Employer EIN591266412
Plan Effective Date1978-01-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Levin Papantonio Rafferty Proctor Buchanan O'brien Barr & Mougey, PA)

Sponsor-wide plan assets over time

All Levin Papantonio Rafferty Proctor Buchanan O'brien Barr & Mougey, PA plans reported in each filing year

Latest sponsor-wide plan assets
$33M 30.23587972387432% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.3M $32.9M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 213 $25M
2023 1 188 $31M
2024 1 179 $33M

Nearby 401(k) Plans in Florida

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

Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan, Total assets ($B): 0.025291237 · Participants: 213Levin Papantonio Et. Al. PA 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan side-by-side with 3 peers →

Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Xero, Inc. 401(k) Plan in CO ($25M); by covered participants it is Atlantic Capital Bank 401(k) Plan in GA (213 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan assets move in 2022? ▼
Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan pulled back noticeably - down 8.6% during 2022, from $28M to $25M. Reported net income was -$2M.
How have Levin Papantonio Rafferty Proctor Buchanan O'brien Barr & Mougey, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Levin Papantonio Rafferty Proctor Buchanan O'brien Barr & Mougey, PA's sponsor-wide assets grew 30.2%, from $25M to $33M.
Where does Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Xero, Inc. 401(k) Plan in CO ($25M, 347 participants).
Which 401(k) plans cover a similar participant headcount to Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantic Capital Bank 401(k) Plan in GA (213 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 591266412.

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.