401(k) · DOL Form 5500 · 2022

The Leona Group, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
1,526
Participants Near avg headcount
81st
Percentile by assets National rank
$17,759
Avg per participant Low balance/head
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Official DOL plan name: The Leona Group, LLC Employee Deferred Compensation Plan · Sponsored by The Leona Group, LLC · Michigan · Educational Services

$27M in assets, 1,526 participants

The Leona Group, LLC's The Leona Group, LLC Employee Deferred Compensation Plan reported $27M in total assets and 1,526 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.

  • #2,689 in Educational Services (4,024 peers)

Coverage in Michigan

The Leona Group, LLC Employee Deferred Compensation Plan covers 1,526 participants in Michigan, 2.4x the typical Michigan plan (state average ~638 per filing). Assets: $27M.

#2,689
in Educational Services (4,024 peers)
-50.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Leona Group, LLC Employee Deferred Compensation Plan's outsized position by total assets

The Leona Group, LLC Employee Deferred Compensation Plan vs every filed plan by assets

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

$27,099,791 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

The Leona Group, LLC Employee Deferred Compensation Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Leona Group, LLC Employee Deferred Compensation Plan lands in the large band (1,526 participants).

Form 5500 schedule snapshot

Filing strip 383311066 · The Leona Group, LLC PY 2022 · 401(k)

The Leona Group, LLC Employee Deferred Compensation Plan · $27M · 1,526 · 81st

  • PHOTO $27M
  • PHOTO 1,526
  • PHOTO 81st
  • PHOTO 401(k)
  • PHOTO near Comnet Communications, LLC Employee Benefit Plan
  • PHOTO ind #2689

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 Educational Services retirement plans → · Plans in Michigan →

The Leona Group, LLC Employee Deferred Compensation Plan in the asset neighbourhood

The Leona Group, LLC Employee Deferred Compensation PlanThe Leona Group, LLC Employe…$27MComnet Communications, LLC Employee Benefit PlanComnet Communications, LLC E…$27MGibson Insurance Agency, Inc. 401(k) PlanGibson Insurance Agency, Inc…$27MEepb 401(k) Profit Sharing PlanEepb 401(k) Profit Sharing P…$27MElectrico Inc. 401(k) Profit Sharing PlanElectrico Inc. 401(k) Profit…$27M
End-of-year total assets ($M) among The Leona Group, LLC Employee Deferred Compensation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$27M
Net Income-$9M
Employer EIN383311066
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Leona Group, LLC)

Sponsor-wide plan assets over time

All The Leona Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$37M 36.42640269808723% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.1M $37M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 1,526 $27M
2023 1 1,899 $32M
2024 1 912 $37M

Nearby 401(k) Plans in Michigan

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

The Leona Group, LLC Employee Deferred Compensation Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants The Leona Group, LLC Employee Deferred Compensation Plan, Total assets ($B): 0.027099791 · Participants: 1526The Leona Group, LLC Employee Deferred Compensation PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
The Leona Group, LLC Employee Deferred Compensation Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare The Leona Group, LLC Employee Deferred Compensation Plan side-by-side with 3 peers →

The Leona Group, LLC Employee Deferred Compensation Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Comnet Communications, LLC Employee Benefit Plan in CT ($27M); by covered participants it is Koons Automotive Group Retirement Savings Plan in VA (1,526 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,526 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 Leona Group, LLC Employee Deferred Compensation Plan assets move in 2022? ▼
The Leona Group, LLC Employee Deferred Compensation Plan contracted severely - down 50.8% during 2022, from $55M to $27M. Reported net income was -$9M.
How have The Leona Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Leona Group, LLC's sponsor-wide assets grew 36.4%, from $27M to $37M.
Where does The Leona Group, LLC Employee Deferred Compensation Plan rank by assets among Form 5500 filers? ▼
The Leona Group, LLC Employee Deferred Compensation 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 The Leona Group, LLC Employee Deferred Compensation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Comnet Communications, LLC Employee Benefit Plan in CT ($27M, 337 participants).
Which 401(k) plans cover a similar participant headcount to The Leona Group, LLC Employee Deferred Compensation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Koons Automotive Group Retirement Savings Plan in VA (1,526 participants, $122M 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 383311066.

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.