401(k) · DOL Form 5500 · 2023

Lavitt Group, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
72
Participants Small participant base
68th
Percentile by assets National rank
$217,607
Avg per participant Above avg balance/head
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Official DOL plan name: Lavitt Group, Inc. 401(k) Plan · Sponsored by Lavitt Group, Inc. · New York · Retail Trade

$16M in assets, 72 participants

Lavitt Group, Inc.'s Lavitt Group, Inc. 401(k) Plan reported $16M in total assets and 72 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,624 in Retail Trade (8,414 peers)

Lavitt Group, Inc. multi-year trail

Lavitt Group, Inc.'s plans moved +26.2% in assets from 2022 to 2024; this filing shows Lavitt Group, Inc. 401(k) Plan at $16M / 72 participants.

#6,624
in Retail Trade (8,414 peers)
+13.2%
assets growth YoY

Lavitt Group, Inc. 401(k) Plan's outsized position by total assets

Lavitt Group, Inc. 401(k) Plan vs every filed plan by assets

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

$15,667,729 Top 32% higher than 68% 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

Lavitt Group, Inc. 401(k) 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. Lavitt Group, Inc. 401(k) Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lavitt Group, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lavitt Group, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Lavitt Group, Inc. 401(k) Plan reported participants fell from 73 in the plan year 2022 filing to 72 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 863159249 · Lavitt Group, Inc. PY 2023 · 401(k)

Lavitt Group, Inc. 401(k) Plan · $16M · 72 · 68th

  • PCT $16M
  • EIN 72
  • RANK 68th
  • PHOTO 401(k)
  • IND near Jerry's Gm, LLC 401(k) Plan
  • EOY ind #6624

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 Retail Trade retirement plans → · Plans in New York →

Lavitt Group, Inc. 401(k) Plan in the asset neighbourhood

Lavitt Group, Inc. 401(k) PlanLavitt Group, Inc. 401(k) Pl…$16MJerry's Gm, LLC 401(k) Plan$16MMetro Imaging, LLC Retirement PlanMetro Imaging, LLC Retiremen…$16MCca Construction, Inc. 401 (K) Savings PlanCca Construction, Inc. 401 (…$16MDuncan Anesthesia Associates Profit Sharing / 401(k) PlanDuncan Anesthesia Associates…$16M
End-of-year total assets ($M) among Lavitt Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lavitt Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lavitt Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 26.19931871173532% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.8M $17.5M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 73 $14M
2023 1 72 $16M
2024 1 61 $17M

Lavitt Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN863159249
Plan Effective Date1993-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Lavitt Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lavitt Group, Inc. 401(k) Plan, Total assets ($B): 0.015667729 · Participants: 72Lavitt Group, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Lavitt Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lavitt Group, Inc. 401(k) Plan side-by-side with 3 peers →

Lavitt Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Jerry's Gm, LLC 401(k) Plan in TX ($16M); by covered participants it is Gryphon Healthcare 401(k) Plan in TX (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Lavitt Group, Inc. 401(k) Plan assets move in 2023? ▼
Lavitt Group, Inc. 401(k) Plan grew at a solid clip - up 13.2% during 2023, from $14M to $16M. Reported net income was $2M.
How have Lavitt Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lavitt Group, Inc.'s sponsor-wide assets grew 26.2%, from $14M to $17M.
Which 401(k) plans are similar in size to Lavitt Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jerry's Gm, LLC 401(k) Plan in TX ($16M, 257 participants).
Which 401(k) plans cover a similar participant headcount to Lavitt Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gryphon Healthcare 401(k) Plan in TX (72 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 863159249.

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.