401(k) · DOL Form 5500 · 2022
Leavitt Group Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $174M
- Total assets Near avg plan size
- 2,505
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $69,386
- Avg per participant Below avg balance/head
Official DOL plan name: The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan · Sponsored by Leavitt Group Enterprises, Inc. · Utah · Finance & Insurance
$174M in assets, 2,505 participants
Leavitt Group Enterprises, Inc.'s The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan reported $174M in total assets and 2,505 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #8,511 in Finance & Insurance (9,261 peers)
Coverage in Utah
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan covers 2,505 participants in Utah, 4.2x the typical Utah plan (state average ~592 per filing). Assets: $174M.
- #8,511
- in Finance & Insurance (9,261 peers)
- -8.2%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan's outsized position by total assets
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$173,811,266 Top 5% higher than 95% 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
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership 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. The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan lands in the large band (2,505 participants).
Published 5500 schedule card
Filing strip 880090855 · Leavitt Group Enterprises, Inc. PY 2022 · 401(k)
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan · $174M · 2,505 · 95th
- TYPE $174M
- NET 2,505
- BOOK 95th
- VS-ST 401(k)
- BOY near Independent Health 401(k) Retirement Savings Plan
- SCH ind #8511
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 Finance & Insurance retirement plans → · Plans in Utah →
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $189M |
|---|---|
| Net Assets (End of Year) | $174M |
| Net Income | -$16M |
| Employer EIN | 880090855 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Leavitt Group Enterprises, Inc.)
Sponsor-wide plan assets over time
All Leavitt Group Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $244M 40.45933075477397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,505 | $174M |
| 2023 | 1 | 2,582 | $211M |
| 2024 | 1 | 2,881 | $244M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Deseret 401(k) Plan $4.7B · 23,455
- Intermountain Healthcare Savings Plus 401(k) Plan $3.6B · 42,446
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.5B · 9,870
- Skywest, Inc. Employees' Retirement Plan $952M · 16,878
- Autoliv Asp, Inc. Employee Savings and Investment Plan $588M · 4,068
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Independent Health 401(k) Retirement Savings Plan in NY ($174M); by covered participants it is Autism Learning Partners 401(k) Plan in CA (2,505 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($174M here).
- Independent Health 401(k) Retirement Savings Plan (NY) $174M · 1,574
- Ameresco, Inc. 401(k) Plan (MA) $174M · 1,126
- The Np-USA Group Retirement Plan (CA) $174M · 2,335
- Kajima U.S.a. Inc. 401(k) and Profit Sharing Plan (GA) $174M · 963
Similar participant headcount
Nearest other-state filings by covered participants (2,505 participants); asset peers above are excluded.
- Autism Learning Partners 401(k) Plan (CA) 2,505 · 0 off
- W.R. Grace & Co. Savings & Investment Plan (MD) 2,505 · 0 off
- Haworth 401(k) Plan (MI) 2,504 · 1 off
- Rush Copley Medical Center Employees' Savings Plan (IL) 2,504 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.