Profit Sharing · DOL Form 5500 · 2023

K Michael Leavitt Chartered Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
42nd
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: K Michael Leavitt Chartered Profit Sharing Plan and Trust · Sponsored by K Michael Leavitt Chartered · Nevada · Professional & Technical Services

$4M in assets, 2 participants

K Michael Leavitt Chartered's K Michael Leavitt Chartered Profit Sharing Plan and Trust reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,038 in Professional & Technical Services (20,321 peers)

K Michael Leavitt Chartered multi-year trail

K Michael Leavitt Chartered's plans moved +16.1% in assets from 2022 to 2024; this filing shows K Michael Leavitt Chartered Profit Sharing Plan and Trust at $4M / 2 participants.

#8,038
in Professional & Technical Services (20,321 peers)
+7.9%
assets growth YoY

K Michael Leavitt Chartered Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

K Michael Leavitt Chartered Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,412,185 42nd percentile higher than 42% 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

K Michael Leavitt Chartered Profit Sharing Plan and 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. K Michael Leavitt Chartered Profit Sharing Plan and Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • K Michael Leavitt Chartered Profit Sharing Plan and Trust reported net income rose from -$141K in the plan year 2022 filing to $324K in the plan year 2023 filing.
  • K Michael Leavitt Chartered Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 880190996 · K Michael Leavitt Chartered PY 2023 · Profit Sharing

K Michael Leavitt Chartered Profit Sharing Plan and Trust · $4M · 2 · 42nd

  • RANK $4M
  • RANK 2
  • RANK 42nd
  • RANK Profit Sharing
  • RANK near Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees
  • RANK ind #8038

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 Nevada →

K Michael Leavitt Chartered Profit Sharing Plan and Trust in the asset neighbourhood

K Michael Leavitt Chartered Profit Sharing Plan and TrustK Michael Leavitt Chartered …$4MTwin Disc, Incorporated Retirement Savings Plan for Salaried EmployeesTwin Disc, Incorporated Reti…$4MNorthwest Packaging, Inc. Profit Sharing Plan & TrustNorthwest Packaging, Inc. Pr…$4MSouthern Agcom, Inc. Profit Sharing PlanSouthern Agcom, Inc. Profit …$4MCrooks Farms, Inc. Profit Sharing PlanCrooks Farms, Inc. Profit Sh…$4M
End-of-year total assets ($M) among K Michael Leavitt Chartered Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

K Michael Leavitt Chartered multi-year asset trail

Sponsor-wide plan assets over time

All K Michael Leavitt Chartered plans reported in each filing year

Latest sponsor-wide plan assets
$5M 16.119461251262145% vs 2022
2024 filing year
$4M$4.2M$4.4M$4.6M$4.8M$5M 202220232024 $4.09M $4.75M ▲ +16.1%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $4M
2024 1 2 $5M

K Michael Leavitt Chartered filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$324K
Employer EIN880190996
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Nevada

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

K Michael Leavitt Chartered Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Nevada, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants K Michael Leavitt Chartered Profit Sharing Plan and Trust, Total assets ($M): 4.412185 · Participants: 2K Michael Leavitt Chartered Profit Sharing Plan and TrustI.B.E.W. Local Union No 357 Pension Trust Fund, Plan B, Total assets ($M): 481.18297 · Participants: 4139I.B.E.W. Local Union No 357 Pension Trust Fund, Plan BCement Masons and Plasterers Joint Pension Plan, Total assets ($M): 86.302484 · Participants: 677Cement Masons and Plasterers Joint Pension PlanMarina Plon, M.D. Profit Sharing Plan & Trust, Total assets ($M): 36.427545 · Participants: 1Marina Plon, M.D. Profit Sharing Plan & TrustBricklayers & Allied Craftworkers Local 13 Defined Contribution Pension Plan, Total assets ($M): 28.344033 · Participants: 855Bricklayers & Allied Craftworkers Local 13 Defined Contribution Pension PlanConstruction Industry and Laborers Defined Contribution Pension Plan, Total assets ($M): 26.118827 · Participants: 2713Construction Industry and Laborers Defined Contribution Pension Plan
K Michael Leavitt Chartered Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Nevada, assets vs. participants
Compare K Michael Leavitt Chartered Profit Sharing Plan and Trust side-by-side with 3 peers →

K Michael Leavitt Chartered Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Nevada, the nearest Profit Sharing by assets is Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees in WI ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 K Michael Leavitt Chartered Profit Sharing Plan and Trust assets move in 2023? ▼
K Michael Leavitt Chartered Profit Sharing Plan and Trust grew at a solid clip - up 7.9% during 2023, from $4M to $4M. Reported net income was $324K.
How have K Michael Leavitt Chartered plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), K Michael Leavitt Chartered's sponsor-wide assets grew 16.1%, from $4M to $5M.
Which Profit Sharing plans are similar in size to K Michael Leavitt Chartered Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees in WI ($4M, 34 participants).
Which Profit Sharing plans cover a similar participant headcount to K Michael Leavitt Chartered Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 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 880190996.

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.