ESOP · DOL Form 5500 · 2023

Level 10 Holdings, Co. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
108
Participants Small participant base
73rd
Percentile by assets National rank
$188,120
Avg per participant Above avg balance/head
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Official DOL plan name: Level 10 Employee Stock Ownership Plan · Sponsored by Level 10 Holdings, Co. · Illinois · Wholesale Trade

$20M in assets, 108 participants

Level 10 Holdings, Co.'s Level 10 Employee Stock Ownership Plan reported $20M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,409 in Wholesale Trade (6,309 peers)

Coverage in Illinois

Level 10 Employee Stock Ownership Plan covers 108 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $20M.

#4,409
in Wholesale Trade (6,309 peers)
+88.7%
assets growth YoY

Level 10 Employee Stock Ownership Plan's outsized position by total assets

Level 10 Employee Stock Ownership Plan vs every filed plan by assets

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

$20,317,004 Top 27% higher than 73% 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

Level 10 Employee Stock Ownership 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. Level 10 Employee Stock Ownership Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Level 10 Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Level 10 Employee Stock Ownership Plan reported net income rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Level 10 Employee Stock Ownership Plan reported participants rose from 103 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 811533186 · Level 10 Holdings, Co. PY 2023 · ESOP

Level 10 Employee Stock Ownership Plan · $20M · 108 · 73rd

  • PHOTO $20M
  • PHOTO 108
  • PHOTO 73rd
  • PHOTO ESOP
  • PHOTO near Sharpe Executive Group, Inc. Employee Stock Ownership Plan
  • PHOTO ind #4409

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 What is an ESOP? → · Plans in Illinois →

Level 10 Employee Stock Ownership Plan in the asset neighbourhood

Tvs Companies Employee Stock Ownership PlanTvs Companies Employee Stock…$20MSharpe Executive Group, Inc. Employee Stock Ownership PlanSharpe Executive Group, Inc.…$20MBeemac, Inc. Employee Stock Ownership PlanBeemac, Inc. Employee Stock …$20MLevel 10 Employee Stock Ownership PlanLevel 10 Employee Stock Owne…$20MStates Logistics Services, Inc. Employee Stock Ownership PlanStates Logistics Services, I…$20M
End-of-year total assets ($M) among Level 10 Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$20M
Net Income$10M
Employer EIN811533186
Plan Effective Date2016-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Level 10 Holdings, Co.)

Sponsor-wide plan assets over time

All Level 10 Holdings, Co. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 102.56657432970565% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $10.8M $21.8M ▲ +102.5%
Year Plans Participants Total Assets
2022 1 103 $11M
2023 1 108 $20M
2024 1 138 $22M

Nearby ESOP Plans in Illinois

Peer ESOP plans, same state, same plan type, ranked by total assets.

Level 10 Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Level 10 Employee Stock Ownership Plan, Total assets ($B): 0.020317004 · Participants: 108Level 10 Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Level 10 Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Level 10 Employee Stock Ownership Plan side-by-side with 3 peers →

Level 10 Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Sharpe Executive Group, Inc. Employee Stock Ownership Plan in CA ($20M); by covered participants it is Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan in IN (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Level 10 Employee Stock Ownership Plan assets move in 2023? ▼
Level 10 Employee Stock Ownership Plan surged - up 88.7% during 2023, from $11M to $20M. Reported net income was $10M.
How have Level 10 Holdings, Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Level 10 Holdings, Co.'s sponsor-wide assets grew 102.6%, from $11M to $22M.
Which ESOP plans are similar in size to Level 10 Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sharpe Executive Group, Inc. Employee Stock Ownership Plan in CA ($20M, 4 participants).
Which ESOP plans cover a similar participant headcount to Level 10 Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan in IN (108 participants, $39M 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 811533186.

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.