401(k) · DOL Form 5500 · 2023

Levelup Hcs, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
293
Participants Below avg headcount
46th
Percentile by assets National rank
$18,645
Avg per participant Low balance/head
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Official DOL plan name: Levelup Hcs, LLC 401(k) Profit Sharing Plan · Sponsored by Levelup Hcs, LLC · New York · Professional & Technical Services

$5M in assets, 293 participants

Levelup Hcs, LLC's Levelup Hcs, LLC 401(k) Profit Sharing Plan reported $5M in total assets and 293 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,943 in Professional & Technical Services (20,321 peers)

Coverage in New York

Levelup Hcs, LLC 401(k) Profit Sharing Plan covers 293 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $5M.

#8,943
in Professional & Technical Services (20,321 peers)
+37.5%
assets growth YoY

Levelup Hcs, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Levelup Hcs, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,463,082 46th percentile higher than 46% 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

Levelup Hcs, LLC 401(k) Profit Sharing 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. Levelup Hcs, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (293 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Levelup Hcs, LLC 401(k) Profit Sharing Plan reported net income rose from $577K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Levelup Hcs, LLC 401(k) Profit Sharing Plan reported participants fell from 475 in the plan year 2022 filing to 293 in the plan year 2023 filing.
  • Levelup Hcs, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 464517495 · Levelup Hcs, LLC PY 2023 · 401(k)

Levelup Hcs, LLC 401(k) Profit Sharing Plan · $5M · 293 · 46th

  • VS-ST $5M
  • BOY 293
  • SCH 46th
  • EBSA 401(k)
  • PART near Utg, Inc. 401(k) Plan
  • TYPE ind #8943

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 New York →

Levelup Hcs, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Levelup Hcs, LLC 401(k) Profit Sharing PlanLevelup Hcs, LLC 401(k) Prof…$5MUtg, Inc. 401(k) Plan$5M403(b) Thrift Plan for Employees of Cooperative for Human Services, Inc.403(b) Thrift Plan for Emplo…$5MSt. Albans Country Day School 401(k) Profit SharingSt. Albans Country Day Schoo…$5MAzose Commercial Properties, Inc 401(k) PlanAzose Commercial Properties,…$5M
End-of-year total assets ($M) among Levelup Hcs, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN464517495
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Levelup Hcs, LLC)

Sponsor-wide plan assets over time

All Levelup Hcs, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 58.571747401400934% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.97M $6.3M ▲ +58.7%
Year Plans Participants Total Assets
2022 1 475 $4M
2023 1 293 $5M
2024 1 182 $6M

Nearby 401(k) Plans in New York

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

Levelup Hcs, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Levelup Hcs, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.005463082 · Participants: 293Levelup Hcs, LLC 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Levelup Hcs, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Levelup Hcs, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Levelup Hcs, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Utg, Inc. 401(k) Plan in KY ($5M); by covered participants it is Bueno Foods 401(k) Plan in NM (293 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (293 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 Levelup Hcs, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Levelup Hcs, LLC 401(k) Profit Sharing Plan surged - up 37.5% during 2023, from $4M to $5M. Reported net income was $1M.
How have Levelup Hcs, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Levelup Hcs, LLC's sponsor-wide assets grew 58.6%, from $4M to $6M.
Which 401(k) plans are similar in size to Levelup Hcs, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Utg, Inc. 401(k) Plan in KY ($5M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Levelup Hcs, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bueno Foods 401(k) Plan in NM (293 participants, $9M 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 464517495.

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.