401(k) · DOL Form 5500 · 2023

Levin & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
30th
Percentile by assets National rank
$312,435
Avg per participant High balance/head
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Official DOL plan name: Levin & Associates, Inc. 401(k) Plan · Sponsored by Levin & Associates, Inc. · California · Professional & Technical Services

$2M in assets, 6 participants

Levin & Associates, Inc.'s Levin & Associates, Inc. 401(k) Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,179 in Professional & Technical Services (20,321 peers)

Levin & Associates, Inc. multi-year trail

Levin & Associates, Inc.'s plans moved -37.8% in assets from 2022 to 2024; this filing shows Levin & Associates, Inc. 401(k) Plan at $2M / 6 participants.

#5,179
in Professional & Technical Services (20,321 peers)
-3.1%
assets change YoY

The plan reported a net loss of $61K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Levin & Associates, Inc. 401(k) Plan among the smaller filed plans by assets

Levin & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$1,874,608 30th percentile higher than 30% 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

Levin & Associates, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Levin & Associates, Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Levin & Associates, Inc. 401(k) Plan reported net income rose from -$275K in the plan year 2022 filing to -$61K in the plan year 2023 filing.
  • Levin & Associates, Inc. 401(k) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953611067 · Levin & Associates, Inc. PY 2023 · 401(k)

Levin & Associates, Inc. 401(k) Plan · $2M · 6 · 30th

  • NET $2M
  • BOOK 6
  • VS-ST 30th
  • BOY 401(k)
  • SCH near Greystone Ob/Gyn, PC 401(k) Plan
  • EBSA ind #5179

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 California →

Levin & Associates, Inc. 401(k) Plan in the asset neighbourhood

Levin & Associates, Inc. 401(k) PlanLevin & Associates, Inc. 401…$2MGreystone Ob/Gyn, PC 401(k) PlanGreystone Ob/Gyn, PC 401(k) …$2MMullen & Mahon, Inc. Retirement Plan and TrustMullen & Mahon, Inc. Retirem…$2MJames G. Rafael Dds 401(k) Profit Sharing PlanJames G. Rafael Dds 401(k) P…$2MGriffin Insulation, Inc. Profit Sharing PlanGriffin Insulation, Inc. Pro…$2M
End-of-year total assets ($M) among Levin & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Levin & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Levin & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 37.796080016081355% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.94M $1.2M ▼ -38.1%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 4 $1M

Levin & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$61K
Employer EIN953611067
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Levin & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Levin & Associates, Inc. 401(k) Plan, Total assets ($B): 0.001874608 · Participants: 6Levin & Associates, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Levin & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Levin & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Levin & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Greystone Ob/Gyn, PC 401(k) Plan in GA ($2M); by covered participants it is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Levin & Associates, Inc. 401(k) Plan assets move in 2023? ▼
Levin & Associates, Inc. 401(k) Plan edged down modestly - down 3.1% during 2023, from $2M to $2M. Reported net income was -$61K.
How have Levin & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Levin & Associates, Inc.'s sponsor-wide assets declined 37.8%, from $2M to $1M.
Which 401(k) plans are similar in size to Levin & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greystone Ob/Gyn, PC 401(k) Plan in GA ($2M, 46 participants).
Which 401(k) plans cover a similar participant headcount to Levin & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants, $1M 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 953611067.

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.