401(k) · DOL Form 5500 · 2022

Levering Management Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
175
Participants Small participant base
46th
Percentile by assets National rank
$22,648
Avg per participant Low balance/head
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Official DOL plan name: Levering Management, Inc. and Affiliates Retirement Plan · Sponsored by Levering Management Inc. · Ohio · Healthcare & Social Assistance

$4M in assets, 175 participants

Levering Management Inc.'s Levering Management, Inc. and Affiliates Retirement Plan reported $4M in total assets and 175 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #10,197 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Levering Management, Inc. and Affiliates Retirement Plan covers 175 participants in Ohio, about 23% of the average Ohio filer (state average ~765 per filing). Assets: $4M.

#10,197
in Healthcare & Social Assistance (20,060 peers)
-21.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Levering Management, Inc. and Affiliates Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Levering Management, Inc. and Affiliates Retirement Plan vs every filed plan by assets

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

$3,963,337 46th percentile higher than 46% 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

Levering Management, Inc. and Affiliates Retirement 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. Levering Management, Inc. and Affiliates Retirement Plan sits mid-pack in the medium band (175 participants).

Plan-year Form 5500 strip

Filing strip 310851940 · Levering Management Inc. PY 2022 · 401(k)

Levering Management, Inc. and Affiliates Retirement Plan · $4M · 175 · 46th

  • EBSA $4M
  • PART 175
  • TYPE 46th
  • NET 401(k)
  • BOOK near Bedford Stuyvesant New Beginnings Charter School 401(k) Retirement Plan
  • VS-ST ind #10197

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Levering Management, Inc. and Affiliates Retirement Plan in the asset neighbourhood

Levering Management, Inc. and Affiliates Retirement PlanLevering Management, Inc. an…$4MBedford Stuyvesant New Beginnings Charter School 401(k) Retirement PlanBedford Stuyvesant New Begin…$4MAlternatives in Psychological 401 K Profit Sharing Plan and TrustAlternatives in Psychologica…$4MEmployee Benefit Plan Habitat for Humanity Central ArizonaEmployee Benefit Plan Habita…$4MBrandonlaw, a Professional Corporation Profit Sharing and Retirement Savings PlanBrandonlaw, a Professional C…$4M
End-of-year total assets ($M) among Levering Management, Inc. and Affiliates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN310851940
Plan Effective Date1979-06-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Levering Management Inc.)

Sponsor-wide plan assets over time

All Levering Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.297080465274592% vs 2022
2024 filing year
$3.8M$4M$4.2M$4.4M$4.6M 202220232024 $3.96M $4.37M ▲ +10.4%
Year Plans Participants Total Assets
2022 1 175 $4M
2023 1 168 $4M
2024 1 153 $4M

Nearby 401(k) Plans in Ohio

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

Levering Management, Inc. and Affiliates Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Levering Management, Inc. and Affiliates Retirement Plan, Total assets ($B): 0.003963337 · Participants: 175Levering Management, Inc. and Affiliates Retirement PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Levering Management, Inc. and Affiliates Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Levering Management, Inc. and Affiliates Retirement Plan side-by-side with 3 peers →

Levering Management, Inc. and Affiliates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Bedford Stuyvesant New Beginnings Charter School 401(k) Retirement Plan in NY ($4M); by covered participants it is Donia, LLC 401(k) in NY (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Levering Management, Inc. and Affiliates Retirement Plan assets move in 2022? ▼
Levering Management, Inc. and Affiliates Retirement Plan declined sharply - down 21.5% during 2022, from $5M to $4M. Reported net income was -$1M.
How have Levering Management Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Levering Management Inc.'s sponsor-wide assets grew 10.3%, from $4M to $4M.
Which 401(k) plans are similar in size to Levering Management, Inc. and Affiliates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bedford Stuyvesant New Beginnings Charter School 401(k) Retirement Plan in NY ($4M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Levering Management, Inc. and Affiliates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Donia, LLC 401(k) in NY (175 participants, $300K 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 310851940.

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.