401(k) · DOL Form 5500 · 2022
Sam Levitz Furniture Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 642
- Participants Below avg headcount
- 39th
- Percentile by assets National rank
- $4,360
- Avg per participant Low balance/head
Official DOL plan name: Sam Levitz Furniture Company, Inc. 401(k) Plan · Sponsored by Sam Levitz Furniture Company, Inc. · Arizona · Retail Trade
$3M in assets, 642 participants
Sam Levitz Furniture Company, Inc.'s Sam Levitz Furniture Company, Inc. 401(k) Plan reported $3M in total assets and 642 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.
- #4,628 in Retail Trade (9,519 peers)
2022 asset change
Sam Levitz Furniture Company, Inc. 401(k) Plan pulled back noticeably 14.7% in 2022 ($3M → $3M) for 642 participants.
- #4,628
- in Retail Trade (9,519 peers)
- -14.7%
- assets change YoY
The plan reported a net loss of $480K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sam Levitz Furniture Company, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Sam Levitz Furniture Company, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,798,812 39th percentile higher than 39% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sam Levitz Furniture Company, 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. Sam Levitz Furniture Company, Inc. 401(k) Plan sits mid-pack in the medium band (642 participants).
DOL schedule card
Filing strip 860108422 · Sam Levitz Furniture Company, Inc. PY 2022 · 401(k)
Sam Levitz Furniture Company, Inc. 401(k) Plan · $3M · 642 · 39th
- NET $3M
- BOOK 642
- VS-ST 39th
- BOY 401(k)
- SCH near Nesin Therapy Services, P.C. 401(k) Plan
- EBSA ind #4628
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 Arizona →
Sam Levitz Furniture Company, Inc. 401(k) Plan in the asset neighbourhood
Sam Levitz Furniture Company, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Sam Levitz Furniture Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 642 | $3M |
| 2024 | 1 | 403 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$480K |
| Employer EIN | 860108422 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Sam Levitz Furniture Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Nesin Therapy Services, P.C. 401(k) Plan in AL ($3M); by covered participants it is Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan in OH (642 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (642 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.