401(k) · DOL Form 5500 · 2022

Leadership for Educational Equit 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
180
Participants Small participant base
63rd
Percentile by assets National rank
$50,336
Avg per participant Low balance/head
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Official DOL plan name: Leadership for Educational Equit Equity 401(k) Plan · Sponsored by Leadership for Educational Equit · New York · Other Services

$9M in assets, 180 participants

Leadership for Educational Equit's Leadership for Educational Equit Equity 401(k) Plan reported $9M in total assets and 180 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,581 in Other Services (8,398 peers)

Coverage in New York

Leadership for Educational Equit Equity 401(k) Plan covers 180 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $9M.

#6,581
in Other Services (8,398 peers)
-18.9%
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.

Leadership for Educational Equit Equity 401(k) Plan's mid-pack asset rank among Other Services and all filers

Leadership for Educational Equit Equity 401(k) Plan vs every filed plan by assets

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

$9,060,493 Top 37% higher than 63% 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

Leadership for Educational Equit Equity 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. Leadership for Educational Equit Equity 401(k) Plan sits mid-pack in the medium band (180 participants).

Form 5500 schedule snapshot

Filing strip 208848357 · Leadership for Educational Equit PY 2022 · 401(k)

Leadership for Educational Equit Equity 401(k) Plan · $9M · 180 · 63rd

  • IND $9M
  • IND 180
  • IND 63rd
  • IND 401(k)
  • IND near Romanoff Group Retirement Savings Plan
  • IND ind #6581

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 Other Services retirement plans → · Plans in New York →

Leadership for Educational Equit Equity 401(k) Plan in the asset neighbourhood

Leadership for Educational Equit Equity 401(k) PlanLeadership for Educational E…$9MRomanoff Group Retirement Savings PlanRomanoff Group Retirement Sa…$9MGoodmans, Inc. 401(k) Savings PlanGoodmans, Inc. 401(k) Saving…$9MVignet Inc 401(k) Profit Sharing Plan & TrustVignet Inc 401(k) Profit Sha…$9MRenaissance Employee Savings TrustRenaissance Employee Savings…$9M
End-of-year total assets ($M) among Leadership for Educational Equit Equity 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN208848357
Plan Effective Date2011-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Leadership for Educational Equit)

Sponsor-wide plan assets over time

All Leadership for Educational Equit plans reported in each filing year

Latest sponsor-wide plan assets
$13M 42.19680982039278% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.06M $12.9M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 180 $9M
2023 1 123 $11M
2024 1 130 $13M

Nearby 401(k) Plans in New York

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

Leadership for Educational Equit Equity 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Leadership for Educational Equit Equity 401(k) Plan, Total assets ($B): 0.009060493 · Participants: 180Leadership for Educational Equit Equity 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Leadership for Educational Equit Equity 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Leadership for Educational Equit Equity 401(k) Plan side-by-side with 3 peers →

Leadership for Educational Equit Equity 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Romanoff Group Retirement Savings Plan in OH ($9M); by covered participants it is Severson Group 401(k) Plan in CA (180 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Leadership for Educational Equit Equity 401(k) Plan assets move in 2022? ▼
Leadership for Educational Equit Equity 401(k) Plan declined sharply - down 18.9% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Leadership for Educational Equit plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leadership for Educational Equit's sponsor-wide assets grew 42.2%, from $9M to $13M.
Which 401(k) plans are similar in size to Leadership for Educational Equit Equity 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Romanoff Group Retirement Savings Plan in OH ($9M, 677 participants).
Which 401(k) plans cover a similar participant headcount to Leadership for Educational Equit Equity 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Severson Group 401(k) Plan in CA (180 participants, $16M 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 208848357.

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.