401(k) · DOL Form 5500 · 2023

Lenado Capital Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
32nd
Percentile by assets National rank
$573,849
Avg per participant High balance/head
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Official DOL plan name: Lenado Capital Advisors, LLC Salary Deferral Plan · Sponsored by Lenado Capital Advisors, LLC · Colorado · Finance & Insurance

$2M in assets, 4 participants

Lenado Capital Advisors, LLC's Lenado Capital Advisors, LLC Salary Deferral Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,946 in Finance & Insurance (8,869 peers)

Lenado Capital Advisors, LLC multi-year trail

Lenado Capital Advisors, LLC's plans moved -21.4% in assets from 2022 to 2023; this filing shows Lenado Capital Advisors, LLC Salary Deferral Plan at $2M / 4 participants.

#1,946
in Finance & Insurance (8,869 peers)
-21.4%
assets change YoY

The plan reported a net loss of $624K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lenado Capital Advisors, LLC Salary Deferral Plan among the smaller filed plans by assets

Lenado Capital Advisors, LLC Salary Deferral Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,295,395 32nd percentile higher than 32% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Lenado Capital Advisors, LLC Salary Deferral Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lenado Capital Advisors, LLC Salary Deferral Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lenado Capital Advisors, LLC Salary Deferral Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lenado Capital Advisors, LLC Salary Deferral Plan reported net income fell from -$540K in the plan year 2022 filing to -$624K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 203177754 · Lenado Capital Advisors, LLC PY 2023 · 401(k)

Lenado Capital Advisors, LLC Salary Deferral Plan · $2M · 4 · 32nd

  • PART $2M
  • TYPE 4
  • NET 32nd
  • BOOK 401(k)
  • VS-ST near Pet Paradise 401(k) Plan
  • BOY ind #1946

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 Colorado →

Lenado Capital Advisors, LLC Salary Deferral Plan in the asset neighbourhood

Lenado Capital Advisors, LLC Salary Deferral PlanLenado Capital Advisors, LLC…$2MPet Paradise 401(k) Plan$2MGeil Enterprises, Inc. 401(k) Profit Sharing PlanGeil Enterprises, Inc. 401(k…$2MAll American Turf Beauty, Inc. Employee Stock Ownership PlanAll American Turf Beauty, In…$2MFry Foods, Inc. 401(k) and Profit Sharing Plan and TrustFry Foods, Inc. 401(k) and P…$2M
End-of-year total assets ($M) among Lenado Capital Advisors, LLC Salary Deferral Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lenado Capital Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lenado Capital Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 21.37701164858592% vs 2022
2023 filing year
$2.2M$2.4M$2.6M$2.8M$3M 20222023 $2.92M $2.3M ▼ -21.2%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 2 6 $2M

Lenado Capital Advisors, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$624K
Employer EIN203177754
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lenado Capital Advisors, LLC Salary Deferral Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Lenado Capital Advisors, LLC Salary Deferral Plan, Total assets ($B): 0.002295395 · Participants: 4Lenado Capital Advisors, LLC Salary Deferral PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Lenado Capital Advisors, LLC Salary Deferral Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Lenado Capital Advisors, LLC Salary Deferral Plan side-by-side with 3 peers →

Lenado Capital Advisors, LLC Salary Deferral Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Pet Paradise 401(k) Plan in FL ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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.

Frequently Asked Questions

How did Lenado Capital Advisors, LLC Salary Deferral Plan assets move in 2023? ▼
Lenado Capital Advisors, LLC Salary Deferral Plan declined sharply - down 21.4% during 2023, from $3M to $2M. Reported net income was -$624K.
How have Lenado Capital Advisors, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Lenado Capital Advisors, LLC's sponsor-wide assets declined 21.4%, from $3M to $2M.
Which 401(k) plans are similar in size to Lenado Capital Advisors, LLC Salary Deferral Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pet Paradise 401(k) Plan in FL ($2M, 713 participants).
Which 401(k) plans cover a similar participant headcount to Lenado Capital Advisors, LLC Salary Deferral Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203177754.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.