401(k) · DOL Form 5500 · 2023

Levun Goodman & Cohen, LLP 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
16
Participants Small participant base
57th
Percentile by assets National rank
$579,768
Avg per participant High balance/head
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Official DOL plan name: Levun Goodman & Cohen, LLP Employees' Incentive Savings Plan · Sponsored by Levun Goodman & Cohen, LLP · Illinois · Professional & Technical Services

$9M in assets, 16 participants

Levun Goodman & Cohen, LLP's Levun Goodman & Cohen, LLP Employees' Incentive Savings Plan reported $9M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,263 in Professional & Technical Services (20,321 peers)

Levun Goodman & Cohen, LLP multi-year trail

Levun Goodman & Cohen, LLP's plans moved +37.9% in assets from 2022 to 2024; this filing shows Levun Goodman & Cohen, LLP Employees' Incentive Savings Plan at $9M / 16 participants.

#11,263
in Professional & Technical Services (20,321 peers)
+17.9%
assets growth YoY

Levun Goodman & Cohen, LLP Employees' Incentive Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Levun Goodman & Cohen, LLP Employees' Incentive Savings Plan vs every filed plan by assets

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

$9,276,290 Top 43% higher than 57% 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

Levun Goodman & Cohen, LLP Employees' Incentive Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Levun Goodman & Cohen, LLP Employees' Incentive Savings Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Levun Goodman & Cohen, LLP Employees' Incentive Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Levun Goodman & Cohen, LLP Employees' Incentive Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 363556260 · Levun Goodman & Cohen, LLP PY 2023 · 401(k)

Levun Goodman & Cohen, LLP Employees' Incentive Savings Plan · $9M · 16 · 57th

  • IND $9M
  • IND 16
  • IND 57th
  • IND 401(k)
  • IND near Cupid Foundations, Inc. Savings & Investment Plan
  • IND ind #11263

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 →

Levun Goodman & Cohen, LLP Employees' Incentive Savings Plan in the asset neighbourhood

Levun Goodman & Cohen, LLP Employees' Incentive Savings PlanLevun Goodman & Cohen, LLP E…$9MCupid Foundations, Inc. Savings & Investment PlanCupid Foundations, Inc. Savi…$9MObservera 401(K )Profit Sharing PlanObservera 401(K )Profit Shar…$9MFreddy's Frozen Custard 401(k) PlanFreddy's Frozen Custard 401(…$9MInterface Media Group, Inc. 401(k) PlanInterface Media Group, Inc. …$9M
End-of-year total assets ($M) among Levun Goodman & Cohen, LLP Employees' Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Levun Goodman & Cohen, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Levun Goodman & Cohen, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$11M 37.86135227886045% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.87M $10.9M ▲ +37.9%
Year Plans Participants Total Assets
2022 1 16 $8M
2023 1 16 $9M
2024 1 17 $11M

Levun Goodman & Cohen, LLP filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN363556260
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Levun Goodman & Cohen, LLP Employees' Incentive Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Levun Goodman & Cohen, LLP Employees' Incentive Savings Plan, Total assets ($B): 0.00927629 · Participants: 16Levun Goodman & Cohen, LLP Employees' Incentive Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Levun Goodman & Cohen, LLP Employees' Incentive Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Levun Goodman & Cohen, LLP Employees' Incentive Savings Plan side-by-side with 3 peers →

Levun Goodman & Cohen, LLP Employees' Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Cupid Foundations, Inc. Savings & Investment Plan in OK ($9M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Levun Goodman & Cohen, LLP Employees' Incentive Savings Plan assets move in 2023? ▼
Levun Goodman & Cohen, LLP Employees' Incentive Savings Plan grew sharply - up 17.9% during 2023, from $8M to $9M. Reported net income was $1M.
How have Levun Goodman & Cohen, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Levun Goodman & Cohen, LLP's sponsor-wide assets grew 37.9%, from $8M to $11M.
Which 401(k) plans are similar in size to Levun Goodman & Cohen, LLP Employees' Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cupid Foundations, Inc. Savings & Investment Plan in OK ($9M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Levun Goodman & Cohen, LLP Employees' Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants, $5M 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 363556260.

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.