Other · DOL Form 5500 · 2023
Leo, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 108
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $54,620
- Avg per participant Low balance/head
Official DOL plan name: Leo, Inc. 403(b) Plan · Sponsored by Leo, Inc. · Massachusetts · Other Services
$6M in assets, 108 participants
Leo, Inc.'s Leo, Inc. 403(b) Plan reported $6M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #5,362 in Other Services (7,857 peers)
Coverage in Massachusetts
Leo, Inc. 403(b) Plan covers 108 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.
- #5,362
- in Other Services (7,857 peers)
- +12.9%
- assets growth YoY
Leo, Inc. 403(b) Plan's mid-pack asset rank among Other Services and all filers
Leo, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,898,933 48th percentile higher than 48% 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
Leo, Inc. 403(b) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leo, Inc. 403(b) Plan sits mid-pack in the medium band (108 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Leo, Inc. 403(b) Plan reported net income rose from -$434K in the plan year 2022 filing to $674K in the plan year 2023 filing.
- Leo, Inc. 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Leo, Inc. 403(b) Plan reported participants fell from 112 in the plan year 2022 filing to 108 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042378885 · Leo, Inc. PY 2023 · Other
Leo, Inc. 403(b) Plan · $6M · 108 · 48th
- RANK $6M
- RANK 108
- RANK 48th
- RANK Other
- RANK near Lsa 403b Retirement Plan
- RANK ind #5362
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 Other Services retirement plans → · Plans in Massachusetts →
Leo, Inc. 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $674K |
| Employer EIN | 042378885 |
| Plan Effective Date | 1969-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Leo, Inc.)
Sponsor-wide plan assets over time
All Leo, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 13.127525087222455% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 112 | $5M |
| 2023 | 1 | 108 | $6M |
| 2024 | 1 | 111 | $6M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Leo, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Lsa 403b Retirement Plan in CA ($6M); by covered participants it is Buffalo Bill Historical Center Tda in WY (108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Lsa 403b Retirement Plan (CA) $6M · 247
- Acts 403(b) Plan (FL) $6M · 252
- Tax Deferred Annuity Plan of Connecticut Renaissance, Inc. (CT) $6M · 213
- Dollar Energy Fund, Inc. 403(b) Plan (PA) $6M · 104
Similar participant headcount
Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.
- Buffalo Bill Historical Center Tda (WY) 108 · 0 off
- Buffalo Bill Historical Center 403(b) DC Plan (WY) 108 · 0 off
- Ideastream Defined Contribution Retirement Plan (OH) 108 · 0 off
- Sage Bionetworks Retirement Plan (WA) 108 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.