Defined Benefit (Pension) · DOL Form 5500 · 2023

Levin Law Group, a Professional Law Corporation Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
26th
Percentile by assets National rank
$176,304
Avg per participant Above avg balance/head
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Official DOL plan name: Levin Law Group, a Professional Law Corporation Cash Balance Plan · Sponsored by Levin Law Group, a Professional Law Corporation · California · Professional & Technical Services

$1M in assets, 7 participants

Levin Law Group, a Professional Law Corporation's Levin Law Group, a Professional Law Corporation Cash Balance Plan reported $1M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,248 in Professional & Technical Services (20,321 peers)

Levin Law Group, a Professional Law Corporation multi-year trail

Levin Law Group, a Professional Law Corporation's plans moved +34.3% in assets from 2023 to 2024; this filing shows Levin Law Group, a Professional Law Corporation Cash Balance Plan at $1M / 7 participants.

#4,248
in Professional & Technical Services (20,321 peers)
+50.1%
assets growth YoY

Levin Law Group, a Professional Law Corporation Cash Balance Plan among the smaller filed plans by assets

Levin Law Group, a Professional Law Corporation Cash Balance Plan vs every filed plan by assets

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

$1,234,126 26th percentile higher than 26% 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

Levin Law Group, a Professional Law Corporation Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Levin Law Group, a Professional Law Corporation Cash Balance Plan is a micro filing (7 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 834295534 · Levin Law Group, a Professional Law Corporation PY 2023 · Defined Benefit (Pension)

Levin Law Group, a Professional Law Corporation Cash Balance Plan · $1M · 7 · 26th

  • PART $1M
  • TYPE 7
  • NET 26th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Simon Agency Ny, Inc. Cash Balance Plan
  • BOY ind #4248

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 California →

Levin Law Group, a Professional Law Corporation Cash Balance Plan in the asset neighbourhood

Ronnie Dunavant Insurance AgencyRonnie Dunavant Insurance Ag…$1MCypress Hills Cemetery Pension PlanCypress Hills Cemetery Pensi…$1MLevin Law Group, a Professional Law Corporation Cash Balance PlanLevin Law Group, a Professio…$1MSimon Agency Ny, Inc. Cash Balance PlanSimon Agency Ny, Inc. Cash B…$1MIronworkers Local No. 6 Pension PlanIronworkers Local No. 6 Pens…$1M
End-of-year total assets ($M) among Levin Law Group, a Professional Law Corporation Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Levin Law Group, a Professional Law Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Levin Law Group, a Professional Law Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.26473471914537% vs 2023
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 20232024 $1.23M $1.66M ▲ +35.0%
Year Plans Participants Total Assets
2023 1 7 $1M
2024 1 6 $2M

Levin Law Group, a Professional Law Corporation filing trail (2023)

Total Assets (Beginning of Year)$822K
Net Assets (End of Year)$1M
Net Income$412K
Employer EIN834295534
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Levin Law Group, a Professional Law Corporation Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Levin Law Group, a Professional Law Corporation Cash Balance Plan, Total assets ($B): 0.001234126 · Participants: 7Levin Law Group, a Professional Law Corporation Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Levin Law Group, a Professional Law Corporation Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Levin Law Group, a Professional Law Corporation Cash Balance Plan side-by-side with 3 peers →

Levin Law Group, a Professional Law Corporation Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Simon Agency Ny, Inc. Cash Balance Plan in NY ($1M); by covered participants it is David T. Jones, Dds Cash Balance Plan in NY (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Levin Law Group, a Professional Law Corporation Cash Balance Plan assets move in 2023? ▼
Levin Law Group, a Professional Law Corporation Cash Balance Plan surged - up 50.1% during 2023, from $822K to $1M. Reported net income was $412K.
How have Levin Law Group, a Professional Law Corporation plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Levin Law Group, a Professional Law Corporation's sponsor-wide assets grew 34.3%, from $1M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Levin Law Group, a Professional Law Corporation Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Simon Agency Ny, Inc. Cash Balance Plan in NY ($1M, 14 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Levin Law Group, a Professional Law Corporation Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is David T. Jones, Dds Cash Balance Plan in NY (7 participants, $658K 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 834295534.

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.