401(k) · DOL Form 5500 · 2022

Leif Johnson Ford II, Ltd 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
322
Participants Below avg headcount
61st
Percentile by assets National rank
$25,703
Avg per participant Low balance/head
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Official DOL plan name: Leif Johnson Ford II,Ltd 401(k) Salary Reduction Plan and Trust · Sponsored by Leif Johnson Ford II, Ltd · Texas · Retail Trade

$8M in assets, 322 participants

Leif Johnson Ford II, Ltd's Leif Johnson Ford II,Ltd 401(k) Salary Reduction Plan and Trust reported $8M in total assets and 322 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,823 in Retail Trade (9,519 peers)

Coverage in Texas

Leif Johnson Ford II,Ltd 401(k) Salary Reduction Plan and Trust covers 322 participants in Texas, about 47% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#6,823
in Retail Trade (9,519 peers)
-18.1%
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.

Leif Johnson Ford II,Ltd 401(k) Salary Reduction Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Leif Johnson Ford II,Ltd 401(k) Salary Reduction Plan and Trust vs every filed plan by assets

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

$8,276,484 Top 39% higher than 61% 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

Leif Johnson Ford II,Ltd 401(k) Salary Reduction Plan and Trust 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. Leif Johnson Ford II,Ltd 401(k) Salary Reduction Plan and Trust sits mid-pack in the medium band (322 participants).

Plan-year Form 5500 strip

Filing strip 742922240 · Leif Johnson Ford II, Ltd PY 2022 · 401(k)

Leif Johnson Ford II,Ltd 401(k) Salary Reduction Plan and Trust · $8M · 322 · 61st

  • TYPE $8M
  • NET 322
  • BOOK 61st
  • VS-ST 401(k)
  • BOY near Intervest Capital Partners
  • SCH ind #6823

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 Retail Trade retirement plans → · Plans in Texas →

Leif Johnson Ford II,Ltd 401(k) Salary Reduction Plan and Trust in the asset neighbourhood

Leif Johnson Ford II,Ltd 401(k) Salary Reduction Plan and TrustLeif Johnson Ford II,Ltd 401…$8MIntervest Capital Partners$8MForward Financing LLC Retirement PlanForward Financing LLC Retire…$8MNora Lighting, Inc. & Related Co's Profit Sharing PlanNora Lighting, Inc. & Relate…$8MEast Bay Restaurant Supply, Inc. 401(k) Profit Sharing PlanEast Bay Restaurant Supply, …$8M
End-of-year total assets ($M) among Leif Johnson Ford II,Ltd 401(k) Salary Reduction Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN742922240
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Leif Johnson Ford II, Ltd)

Sponsor-wide plan assets over time

All Leif Johnson Ford II, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$13M 56.12349398609361% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.28M $12.9M ▲ +56.0%
Year Plans Participants Total Assets
2022 1 322 $8M
2023 1 350 $11M
2024 1 373 $13M

Nearby 401(k) Plans in Texas

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

Leif Johnson Ford II,Ltd 401(k) Salary Reduction Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Leif Johnson Ford II,Ltd 401(k) Salary Reduction Plan and Trust, Total assets ($B): 0.008276484 · Participants: 322Leif Johnson Ford II,Ltd 401(k) Salary Reduction Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Leif Johnson Ford II,Ltd 401(k) Salary Reduction Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants

Leif Johnson Ford II,Ltd 401(k) Salary Reduction Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Intervest Capital Partners in NY ($8M); by covered participants it is Ipc 401(k) Plan in MA (322 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (322 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 Leif Johnson Ford II,Ltd 401(k) Salary Reduction Plan and Trust assets move in 2022?
Leif Johnson Ford II,Ltd 401(k) Salary Reduction Plan and Trust declined sharply - down 18.1% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Leif Johnson Ford II, Ltd plan assets changed over time?
Across 3 plan years on file (2022-2024), Leif Johnson Ford II, Ltd's sponsor-wide assets grew 56.1%, from $8M to $13M.
Which 401(k) plans are similar in size to Leif Johnson Ford II,Ltd 401(k) Salary Reduction Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Intervest Capital Partners in NY ($8M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Leif Johnson Ford II,Ltd 401(k) Salary Reduction Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Ipc 401(k) Plan in MA (322 participants, N/A in assets).