Other
2023 plan-year Other DOL Form 5500

Level 10 Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Level 10 Holdings, Co. · Illinois · Wholesale Trade

What the 2023 filing shows

Level 10 Employee Stock Ownership Plan holds $20M for 108 participants — about $188,120 per participant, up 88.7% over the 2023 plan year.

$20M
total plan assets (2023 EOY)
108
covered participants
$188,120
avg assets per participant
+88.7%
assets growth YoY
Total Assets (2023)
$20M
Participants
108
State
Industry
Wholesale Trade

What the Filing Says About Level 10 Employee Stock Ownership Plan

Level 10 Employee Stock Ownership Plan is a Other retirement plan sponsored by Level 10 Holdings, Co., headquartered in Illinois. As of the 2023 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 108 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 811533186, and the plan has been effective since 2016-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2023 to $20M at year-end — a gain of 88.7%. Net assets (after liabilities) closed the year at $20M, with reported net income of $10M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (Level 10 Holdings, Co.)

Year Plans Participants Total Assets
2022 1 103 $11M
2023 1 108 $20M
2024 1 138 $22M

Nearby Other Plans in Illinois

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

Frequently Asked Questions

How much money is in the Level 10 Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, Level 10 Employee Stock Ownership Plan holds $20M in total assets with 108 participants. It is sponsored by Level 10 Holdings, Co..
What type of plan is Level 10 Employee Stock Ownership Plan?
Level 10 Employee Stock Ownership Plan is a Other plan. It has been effective since 2016-02-01. The plan is filed with the U.S. Department of Labor under EIN 811533186.
Who sponsors the Level 10 Employee Stock Ownership Plan?
Level 10 Employee Stock Ownership Plan is sponsored by Level 10 Holdings, Co., located in Illinois. The sponsor's EIN is 811533186 and the plan operates in the Wholesale Trade industry.
How did Level 10 Employee Stock Ownership Plan perform in 2023?
Level 10 Employee Stock Ownership Plan grew by 88.7% during 2023, moving from $11M to $20M in total assets. Net income was $10M.
Where can I find official filings for Level 10 Employee Stock Ownership Plan?
Official Form 5500 filings for Level 10 Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 811533186 or plan name at efast.dol.gov.
How does Level 10 Employee Stock Ownership Plan compare to other plans?
You can compare Level 10 Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.