Defined Benefit (Pension) · DOL Form 5500 · 2023
Leading Edge Investment Advisors, LLC Pension Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $242,364
- Avg per participant Above avg balance/head
Official DOL plan name: Leading Edge Investment Advisors, LLC Retirement Plan · Sponsored by Leading Edge Investment Advisors, LLC · California · Finance & Insurance
$3M in assets, 13 participants
Leading Edge Investment Advisors, LLC's Leading Edge Investment Advisors, LLC Retirement Plan reported $3M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #2,243 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
Leading Edge Investment Advisors, LLC Retirement Plan holds $3M for 13 participants - about $242,364 per participant, in the lower half of filed plans by assets.
- #2,243
- in Finance & Insurance (8,869 peers)
- -4.6%
- assets change YoY
The plan reported a net loss of $151K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Leading Edge Investment Advisors, LLC Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Leading Edge Investment Advisors, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,150,727 36th percentile higher than 36% 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
Leading Edge Investment Advisors, LLC Retirement 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. Leading Edge Investment Advisors, LLC Retirement Plan is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Leading Edge Investment Advisors, LLC Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to -$151K in the plan year 2023 filing.
- Leading Edge Investment Advisors, LLC Retirement Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 383722349 · Leading Edge Investment Advisors, LLC PY 2023 · Defined Benefit (Pension)
Leading Edge Investment Advisors, LLC Retirement Plan · $3M · 13 · 36th
- PART $3M
- TYPE 13
- NET 36th
- BOOK Defined Benefit (Pension)
- VS-ST near Emergency Care Specialists, P.C. Cash Balance Plan
- BOY ind #2243
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 Finance & Insurance retirement plans → · Plans in California →
Leading Edge Investment Advisors, LLC Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$151K |
| Employer EIN | 383722349 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Leading Edge Investment Advisors, LLC)
Sponsor-wide plan assets over time
All Leading Edge Investment Advisors, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 0.6548709720315964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $3M |
| 2023 | 1 | 13 | $3M |
| 2024 | 1 | 12 | $3M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Leading Edge Investment Advisors, LLC Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Emergency Care Specialists, P.C. Cash Balance Plan in MI ($3M); by covered participants it is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 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.