401(k) · DOL Form 5500 · 2022
Lavie Holdco LLC 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 9,555
- Participants Very large workforce
- 86th
- Percentile by assets National rank
- $4,009
- Avg per participant Low balance/head
Official DOL plan name: Lavie Holdco 401(k) Plan · Sponsored by Lavie Holdco LLC · Florida · Healthcare & Social Assistance
$38M in assets, 9,555 participants
Lavie Holdco LLC's Lavie Holdco 401(k) Plan reported $38M in total assets and 9,555 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #17,616 in Healthcare & Social Assistance (20,060 peers)
Coverage in Florida
Lavie Holdco 401(k) Plan covers 9,555 participants in Florida, 15x the typical Florida plan (state average ~628 per filing). Assets: $38M.
- #17,616
- in Healthcare & Social Assistance (20,060 peers)
- -22.9%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lavie Holdco 401(k) Plan's outsized position by total assets
Lavie Holdco 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$38,301,629 Top 14% higher than 86% 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
Lavie Holdco 401(k) 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. Lavie Holdco 401(k) Plan lands in the large band (9,555 participants).
Form 5500 schedule snapshot
Filing strip 873131400 · Lavie Holdco LLC PY 2022 · 401(k)
Lavie Holdco 401(k) Plan · $38M · 9,555 · 86th
- PHOTO $38M
- IND 9,555
- EOY 86th
- 5500 401(k)
- ASSETS near Integrated 401 ( K ) Plan
- PCT ind #17616
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 Florida →
Lavie Holdco 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | -$12M |
| Employer EIN | 873131400 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lavie Holdco LLC)
Sponsor-wide plan assets over time
All Lavie Holdco LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 2.0305089373613847% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,555 | $38M |
| 2023 | 1 | 8,870 | $40M |
| 2024 | 1 | 5,117 | $38M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Lavie Holdco 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Integrated 401 ( K ) Plan in TX ($38M); by covered participants it is Trugreen Profit Sharing and Retirement Plan in TN (9,562 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- Integrated 401 ( K ) Plan (TX) $38M · 213
- J&j Worldwide Services Retirement Plan (TX) $38M · 1,917
- 401(k) Plan for the Non-Bargaining Employees of Twin Rivers Paper Company LLC (ME) $38M · 122
- H.G. Fenton Company 401(k) Plan (CA) $38M · 257
Similar participant headcount
Nearest other-state filings by covered participants (9,555 participants); asset peers above are excluded.
- Trugreen Profit Sharing and Retirement Plan (TN) 9,562 · 7 off
- Bj's Restaurants, Inc. 401(k) Plan (CA) 9,542 · 13 off
- Nov Inc. 401(k) Plan (TX) 9,540 · 15 off
- Westlake Savings Plan (TX) 9,573 · 18 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.