401(k) · DOL Form 5500 · 2023

Ceso, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
485
Participants Below avg headcount
80th
Percentile by assets National rank
$66,208
Avg per participant Below avg balance/head
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Official DOL plan name: Leadwise 401(k) Plan · Sponsored by Ceso, Inc. · Ohio · Professional & Technical Services

$32M in assets, 485 participants

Ceso, Inc.'s Leadwise 401(k) Plan reported $32M in total assets and 485 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.

  • #16,403 in Professional & Technical Services (20,321 peers)

Where Leadwise 401(k) Plan sits by assets

Leadwise 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 485 participants (~$66,208/participant), up 29.6% in 2023.

#16,403
in Professional & Technical Services (20,321 peers)
+29.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Leadwise 401(k) Plan's outsized position by total assets

Leadwise 401(k) Plan vs every filed plan by assets

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

$32,110,679 Top 20% higher than 80% 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

Leadwise 401(k) 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. Leadwise 401(k) Plan sits mid-pack in the medium band (485 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Leadwise 401(k) Plan reported net income rose from $447K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Leadwise 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Leadwise 401(k) Plan reported participants fell from 509 in the plan year 2022 filing to 485 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311229907 · Ceso, Inc. PY 2023 · 401(k)

Leadwise 401(k) Plan · $32M · 485 · 80th

  • TYPE $32M
  • TYPE 485
  • TYPE 80th
  • TYPE 401(k)
  • TYPE near Hardwoods Specialty Products 401(k) Retirement Savings Plan
  • TYPE ind #16403

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 Ohio →

Leadwise 401(k) Plan in the asset neighbourhood

Leadwise 401(k) Plan$32MHardwoods Specialty Products 401(k) Retirement Savings PlanHardwoods Specialty Products…$32MJazz Basketball Investors LLC 401(k) PlanJazz Basketball Investors LL…$32MHoag Clinic Medical Groups 401(k) PlanHoag Clinic Medical Groups 4…$32MRouse's Enterprises, L.L.C. Profit Sharing & 401(k) PlanRouse's Enterprises, L.L.C. …$32M
End-of-year total assets ($M) among Leadwise 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$32M
Net Income$7M
Employer EIN311229907
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ceso, Inc.)

Sponsor-wide plan assets over time

All Ceso, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 75.31629223297635% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $24.8M $43.4M ▲ +75.3%
Year Plans Participants Total Assets
2022 1 509 $25M
2023 1 485 $32M
2024 1 376 $43M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Leadwise 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Leadwise 401(k) Plan, Total assets ($B): 0.032110679 · Participants: 485Leadwise 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Leadwise 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Leadwise 401(k) Plan side-by-side with 3 peers →

Leadwise 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Hardwoods Specialty Products 401(k) Retirement Savings Plan in ($32M); by covered participants it is Celia Corporation 401(k) Plan in MI (485 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (485 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 Leadwise 401(k) Plan assets move in 2023? ▼
Leadwise 401(k) Plan grew sharply - up 29.6% during 2023, from $25M to $32M. Reported net income was $7M.
How have Ceso, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ceso, Inc.'s sponsor-wide assets grew 75.3%, from $25M to $43M.
Where does Leadwise 401(k) Plan rank by assets among Form 5500 filers? ▼
Leadwise 401(k) Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Leadwise 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hardwoods Specialty Products 401(k) Retirement Savings Plan in ($32M, 445 participants).
Which 401(k) plans cover a similar participant headcount to Leadwise 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Celia Corporation 401(k) Plan in MI (485 participants, $30M 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 311229907.

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.