401(k) · DOL Form 5500 · 2023

Leaderstat, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
240
Participants Below avg headcount
46th
Percentile by assets National rank
$22,580
Avg per participant Low balance/head
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Official DOL plan name: Leaderstat LLC 401 K Profit Sharing Plan and Trust · Sponsored by Leaderstat, LLC · Ohio · Healthcare & Social Assistance

$5M in assets, 240 participants

Leaderstat, LLC's Leaderstat LLC 401 K Profit Sharing Plan and Trust reported $5M in total assets and 240 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,877 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Leaderstat LLC 401 K Profit Sharing Plan and Trust covers 240 participants in Ohio, about 31% of the average Ohio filer (state average ~765 per filing). Assets: $5M.

#8,877
in Healthcare & Social Assistance (17,684 peers)
+37.9%
assets growth YoY

Leaderstat LLC 401 K Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Leaderstat LLC 401 K Profit Sharing Plan and Trust vs every filed plan by assets

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

$5,419,168 46th percentile higher than 46% 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

Leaderstat LLC 401 K Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leaderstat LLC 401 K Profit Sharing Plan and Trust sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Leaderstat LLC 401 K Profit Sharing Plan and Trust reported net income rose from -$162K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Leaderstat LLC 401 K Profit Sharing Plan and Trust reported participants rose from 170 in the plan year 2022 filing to 240 in the plan year 2023 filing.
  • Leaderstat LLC 401 K Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 311693909 · Leaderstat, LLC PY 2023 · 401(k)

Leaderstat LLC 401 K Profit Sharing Plan and Trust · $5M · 240 · 46th

  • BOOK $5M
  • VS-ST 240
  • BOY 46th
  • SCH 401(k)
  • EBSA near Harley-Davidson Bayside 401(k) Profit Sharing Plan
  • PART ind #8877

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 Ohio →

Leaderstat LLC 401 K Profit Sharing Plan and Trust in the asset neighbourhood

Leaderstat LLC 401 K Profit Sharing Plan and TrustLeaderstat LLC 401 K Profit …$5MHarley-Davidson Bayside 401(k) Profit Sharing PlanHarley-Davidson Bayside 401(…$5MEnsystex, Inc. 401(k) Profit Sharing PlanEnsystex, Inc. 401(k) Profit…$5MK.I.M. Co. Refrigeration Corp. Cash or Deferred Plan and TrustK.I.M. Co. Refrigeration Cor…$5MEnergy Vault 401(k) Plan$5M
End-of-year total assets ($M) among Leaderstat LLC 401 K Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN311693909
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Leaderstat, LLC)

Sponsor-wide plan assets over time

All Leaderstat, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 63.15571918902169% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.93M $6.41M ▲ +63.1%
Year Plans Participants Total Assets
2022 1 170 $4M
2023 1 240 $5M
2024 1 172 $6M

Nearby 401(k) Plans in Ohio

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

Leaderstat LLC 401 K Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Leaderstat LLC 401 K Profit Sharing Plan and Trust, Total assets ($B): 0.005419168 · Participants: 240Leaderstat LLC 401 K Profit Sharing Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Leaderstat LLC 401 K Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Leaderstat LLC 401 K Profit Sharing Plan and Trust side-by-side with 3 peers →

Leaderstat LLC 401 K Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Harley-Davidson Bayside 401(k) Profit Sharing Plan in VA ($5M); by covered participants it is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Leaderstat LLC 401 K Profit Sharing Plan and Trust assets move in 2023? ▼
Leaderstat LLC 401 K Profit Sharing Plan and Trust surged - up 37.9% during 2023, from $4M to $5M. Reported net income was $1M.
How have Leaderstat, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leaderstat, LLC's sponsor-wide assets grew 63.2%, from $4M to $6M.
Which 401(k) plans are similar in size to Leaderstat LLC 401 K Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Harley-Davidson Bayside 401(k) Profit Sharing Plan in VA ($5M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Leaderstat LLC 401 K Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 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 311693909.

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.