401(k) · DOL Form 5500 · 2022
Levenfeld Pearlstein, LLC 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 106
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $342,658
- Avg per participant High balance/head
Official DOL plan name: Levenfeld Pearlstein Member and Staff Retirement Plan · Sponsored by Levenfeld Pearlstein, LLC · Illinois · Professional & Technical Services
$36M in assets, 106 participants
Levenfeld Pearlstein, LLC's Levenfeld Pearlstein Member and Staff Retirement Plan reported $36M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #18,497 in Professional & Technical Services (21,562 peers)
Coverage in Illinois
Levenfeld Pearlstein Member and Staff Retirement Plan covers 106 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $36M.
- #18,497
- in Professional & Technical Services (21,562 peers)
- -11.9%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Levenfeld Pearlstein Member and Staff Retirement Plan's outsized position by total assets
Levenfeld Pearlstein Member and Staff Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$36,321,795 Top 15% higher than 85% 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
Levenfeld Pearlstein Member and Staff 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. Levenfeld Pearlstein Member and Staff Retirement Plan sits mid-pack in the medium band (106 participants).
Form 5500 schedule snapshot
Filing strip 364271298 · Levenfeld Pearlstein, LLC PY 2022 · 401(k)
Levenfeld Pearlstein Member and Staff Retirement Plan · $36M · 106 · 85th
- TYPE $36M
- NET 106
- BOOK 85th
- VS-ST 401(k)
- BOY near Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc.
- SCH ind #18497
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 Professional & Technical Services retirement plans → · Plans in Illinois →
Levenfeld Pearlstein Member and Staff Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | -$5M |
| Employer EIN | 364271298 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Levenfeld Pearlstein, LLC)
Sponsor-wide plan assets over time
All Levenfeld Pearlstein, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 8.443384443191393% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 208 | $43M |
| 2023 | 2 | 251 | $44M |
| 2024 | 2 | 234 | $46M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Levenfeld Pearlstein Member and Staff Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. in FL ($36M); by covered participants it is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. (FL) $36M · 139
- Certified Group 401(k) (TX) $36M · 694
- Student Transportation of America, Inc. 401(k) Savings Plan (NJ) $36M · 12,789
- Tracelink 401(k) Plan (MA) $36M · 432
Similar participant headcount
Nearest other-state filings by covered participants (106 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.