401(k) · DOL Form 5500 · 2023
Leo Riley & Co., Cpa's 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $501,835
- Avg per participant High balance/head
Official DOL plan name: Leo Riley & Co. 401(k) Savings Plan & Trust · Sponsored by Leo Riley & Co., Cpa's · Wyoming · Professional & Technical Services
$5M in assets, 10 participants
Leo Riley & Co., Cpa's's Leo Riley & Co. 401(k) Savings Plan & Trust reported $5M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #8,590 in Professional & Technical Services (20,321 peers)
2023 asset change
Leo Riley & Co. 401(k) Savings Plan & Trust grew sharply 24.3% in 2023 ($4M → $5M) for 10 participants.
- #8,590
- in Professional & Technical Services (20,321 peers)
- +24.3%
- assets growth YoY
Leo Riley & Co. 401(k) Savings Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Leo Riley & Co. 401(k) Savings Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,018,350 44th percentile higher than 44% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Leo Riley & Co. 401(k) Savings Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leo Riley & Co. 401(k) Savings Plan & Trust is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Leo Riley & Co. 401(k) Savings Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Leo Riley & Co. 401(k) Savings Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Leo Riley & Co. 401(k) Savings Plan & Trust reported participants fell from 11 in the plan year 2022 filing to 10 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 830320414 · Leo Riley & Co., Cpa's PY 2023 · 401(k)
Leo Riley & Co. 401(k) Savings Plan & Trust · $5M · 10 · 44th
- RANK $5M
- PHOTO 10
- IND 44th
- EOY 401(k)
- 5500 near Rudy Construction Co. 401(k) Plan
- ASSETS ind #8590
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 Wyoming →
Leo Riley & Co. 401(k) Savings Plan & Trust in the asset neighbourhood
Leo Riley & Co., Cpa's years around the 2023 move
Sponsor-wide plan assets over time
All Leo Riley & Co., Cpa's plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 4.08312653888623% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $4M |
| 2023 | 1 | 10 | $5M |
| 2024 | 1 | 11 | $4M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 830320414 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wyoming
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Admiral Beverage Corporation 401(k) Plan $156M · 1,354
- Wyoming Machinery Company Profit Sharing 401(k) Plan $136M · 728
- Trihydro Corporation 401(k) Plan $103M · 539
- True Companies Employees' 401(k) Savings Plan $63M · 950
- Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust $44M · 493
Leo Riley & Co. 401(k) Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Wyoming, the nearest 401(k) by assets is Rudy Construction Co. 401(k) Plan in OK ($5M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.