401(k) · DOL Form 5500 · 2023
The Leona Group, LLC 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 1,899
- Participants Near avg headcount
- 80th
- Percentile by assets National rank
- $16,597
- Avg per participant Low balance/head
Official DOL plan name: The Leona Group, LLC Employee Deferred Compensation Plan · Sponsored by The Leona Group, LLC · Michigan · Educational Services
$32M in assets, 1,899 participants
The Leona Group, LLC's The Leona Group, LLC Employee Deferred Compensation Plan reported $32M in total assets and 1,899 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #2,440 in Educational Services (3,735 peers)
Coverage in Michigan
The Leona Group, LLC Employee Deferred Compensation Plan covers 1,899 participants in Michigan, 3.0x the typical Michigan plan (state average ~638 per filing). Assets: $32M.
- #2,440
- in Educational Services (3,735 peers)
- +16.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Leona Group, LLC Employee Deferred Compensation Plan's outsized position by total assets
The Leona Group, LLC Employee Deferred Compensation Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$31,517,484 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Leona Group, LLC Employee Deferred Compensation Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Leona Group, LLC Employee Deferred Compensation Plan lands in the large band (1,899 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Leona Group, LLC Employee Deferred Compensation Plan reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Leona Group, LLC Employee Deferred Compensation Plan reported participants rose from 1,526 in the plan year 2022 filing to 1,899 in the plan year 2023 filing.
- The Leona Group, LLC Employee Deferred Compensation Plan end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 383311066 · The Leona Group, LLC PY 2023 · 401(k)
The Leona Group, LLC Employee Deferred Compensation Plan · $32M · 1,899 · 80th
- PHOTO $32M
- IND 1,899
- EOY 80th
- 5500 401(k)
- ASSETS near Farmer's Business Network Retirement Trust
- PCT ind #2440
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 Educational Services retirement plans → · Plans in Michigan →
The Leona Group, LLC Employee Deferred Compensation Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $4M |
| Employer EIN | 383311066 |
| Plan Effective Date | 1996-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Leona Group, LLC)
Sponsor-wide plan assets over time
All The Leona Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 36.42640269808723% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,526 | $27M |
| 2023 | 1 | 1,899 | $32M |
| 2024 | 1 | 912 | $37M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
The Leona Group, LLC Employee Deferred Compensation Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Farmer's Business Network Retirement Trust in CA ($32M); by covered participants it is Wuxi Apptec, Inc. 401(k) Employee Retirement Plan in MN (1,899 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Farmer's Business Network Retirement Trust (CA) $32M · 891
- Nephrology Associates, P.C. Retirement Plan (TN) $32M · 150
- Meadville Forging Company Profit Sharing Retirement and Savings (IL) $32M · 138
- Verkada 401(k) Plan (CA) $32M · 1,372
Similar participant headcount
Nearest other-state filings by covered participants (1,899 participants); asset peers above are excluded.
- Wuxi Apptec, Inc. 401(k) Employee Retirement Plan (MN) 1,899 · 0 off
- Plus One Holdings, Inc. 401(k) Profit Sharing Plan (MN) 1,900 · 1 off
- Highmark Residential 401(k) Plan (TX) 1,900 · 1 off
- Chesterman Company 401(k) Profit Sharing Plan (IA) 1,900 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.