401(k) · DOL Form 5500 · 2022

Level Ex, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
130
Participants Small participant base
47th
Percentile by assets National rank
$32,788
Avg per participant Low balance/head
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Official DOL plan name: Level Ex, Inc. 401(k) Plan · Sponsored by Level Ex, Inc. · Illinois · Professional & Technical Services

$4M in assets, 130 participants

Level Ex, Inc.'s Level Ex, Inc. 401(k) Plan reported $4M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,671 in Professional & Technical Services (21,562 peers)

Coverage in Illinois

Level Ex, Inc. 401(k) Plan covers 130 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $4M.

#9,671
in Professional & Technical Services (21,562 peers)
-1.8%
assets change YoY

The plan reported a net loss of $79K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Level Ex, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Level Ex, Inc. 401(k) Plan vs every filed plan by assets

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

$4,262,399 47th percentile higher than 47% 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

Level Ex, 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. Level Ex, Inc. 401(k) Plan sits mid-pack in the medium band (130 participants).

EBSA filing schedule strip

Filing strip 475140862 · Level Ex, Inc. PY 2022 · 401(k)

Level Ex, Inc. 401(k) Plan · $4M · 130 · 47th

  • EOY $4M
  • EOY 130
  • EOY 47th
  • EOY 401(k)
  • EOY near Salzgitter Mannesmann Stainless Tubes USA, Inc. 401(k) Plan
  • EOY ind #9671

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 Illinois →

Level Ex, Inc. 401(k) Plan in the asset neighbourhood

Level Ex, Inc. 401(k) Plan$4MSalzgitter Mannesmann Stainless Tubes USA, Inc. 401(k) PlanSalzgitter Mannesmann Stainl…$4MCarriveau-Spencer, Inc. Profit Sharing PlanCarriveau-Spencer, Inc. Prof…$4MTimberidge Holding Company 401(k) PlanTimberidge Holding Company 4…$4MCaliber Public Schools 401(k) Profit Sharing Plan and TrustCaliber Public Schools 401(k…$4M
End-of-year total assets ($M) among Level Ex, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$79K
Employer EIN475140862
Plan Effective Date2016-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Level Ex, Inc.)

Sponsor-wide plan assets over time

All Level Ex, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 78.38008595628894% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $4.26M $7.6M ▲ +78.4%
Year Plans Participants Total Assets
2022 1 130 $4M
2023 1 125 $6M
2024 2 159 $8M

Nearby 401(k) Plans in Illinois

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

Level Ex, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Level Ex, Inc. 401(k) Plan, Total assets ($B): 0.004262399 · Participants: 130Level Ex, Inc. 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Level Ex, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Level Ex, Inc. 401(k) Plan side-by-side with 3 peers →

Level Ex, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Salzgitter Mannesmann Stainless Tubes USA, Inc. 401(k) Plan in TX ($4M); by covered participants it is Dermarite Industries LLC 401(k) Plan in NJ (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Level Ex, Inc. 401(k) Plan assets move in 2022? ▼
Level Ex, Inc. 401(k) Plan edged down modestly - down 1.8% during 2022, from $4M to $4M. Reported net income was -$79K.
How have Level Ex, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Level Ex, Inc.'s sponsor-wide assets grew 78.4%, from $4M to $8M.
Which 401(k) plans are similar in size to Level Ex, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Salzgitter Mannesmann Stainless Tubes USA, Inc. 401(k) Plan in TX ($4M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Level Ex, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dermarite Industries LLC 401(k) Plan in NJ (130 participants, $938K 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 475140862.

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.