401(k) · DOL Form 5500 · 2023

Leadership for Educational Equit 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
123
Participants Small participant base
61st
Percentile by assets National rank
$89,648
Avg per participant Below avg balance/head
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Official DOL plan name: Leadership for Educational Equit Equity 401(k) Plan · Sponsored by Leadership for Educational Equit · New York · Other Services

$11M in assets, 123 participants

Leadership for Educational Equit's Leadership for Educational Equit Equity 401(k) Plan reported $11M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,105 in Other Services (7,857 peers)

Coverage in New York

Leadership for Educational Equit Equity 401(k) Plan covers 123 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $11M.

#6,105
in Other Services (7,857 peers)
+21.7%
assets growth YoY

Leadership for Educational Equit Equity 401(k) Plan's mid-pack asset rank among Other Services and all filers

Leadership for Educational Equit Equity 401(k) Plan vs every filed plan by assets

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

$11,026,645 Top 39% higher than 61% 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

Leadership for Educational Equit Equity 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. Leadership for Educational Equit Equity 401(k) Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Leadership for Educational Equit Equity 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Leadership for Educational Equit Equity 401(k) Plan reported participants fell from 180 in the plan year 2022 filing to 123 in the plan year 2023 filing.
  • Leadership for Educational Equit Equity 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 208848357 · Leadership for Educational Equit PY 2023 · 401(k)

Leadership for Educational Equit Equity 401(k) Plan · $11M · 123 · 61st

  • TYPE $11M
  • TYPE 123
  • TYPE 61st
  • TYPE 401(k)
  • TYPE near Xcelerate Solutions 401(k) Plan
  • TYPE ind #6105

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 Other Services retirement plans → · Plans in New York →

Leadership for Educational Equit Equity 401(k) Plan in the asset neighbourhood

Leadership for Educational Equit Equity 401(k) PlanLeadership for Educational E…$11MXcelerate Solutions 401(k) PlanXcelerate Solutions 401(k) P…$11MFirst Gilmer Bankshares Employee Savings PlanFirst Gilmer Bankshares Empl…$11MColumbia Ventures Corporation 401(k) Savings PlanColumbia Ventures Corporatio…$11MDigging & Rigging 401(k) Profit Sharing PlanDigging & Rigging 401(k) Pro…$11M
End-of-year total assets ($M) among Leadership for Educational Equit Equity 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN208848357
Plan Effective Date2011-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Leadership for Educational Equit)

Sponsor-wide plan assets over time

All Leadership for Educational Equit plans reported in each filing year

Latest sponsor-wide plan assets
$13M 42.19680982039278% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.06M $12.9M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 180 $9M
2023 1 123 $11M
2024 1 130 $13M

Nearby 401(k) Plans in New York

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

Leadership for Educational Equit Equity 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Leadership for Educational Equit Equity 401(k) Plan, Total assets ($B): 0.011026645 · Participants: 123Leadership for Educational Equit Equity 401(k) 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
Leadership for Educational Equit Equity 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Leadership for Educational Equit Equity 401(k) Plan side-by-side with 3 peers →

Leadership for Educational Equit Equity 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Xcelerate Solutions 401(k) Plan in VA ($11M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Leadership for Educational Equit Equity 401(k) Plan assets move in 2023? ▼
Leadership for Educational Equit Equity 401(k) Plan grew sharply - up 21.7% during 2023, from $9M to $11M. Reported net income was $2M.
How have Leadership for Educational Equit plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leadership for Educational Equit's sponsor-wide assets grew 42.2%, from $9M to $13M.
Which 401(k) plans are similar in size to Leadership for Educational Equit Equity 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Xcelerate Solutions 401(k) Plan in VA ($11M, 306 participants).
Which 401(k) plans cover a similar participant headcount to Leadership for Educational Equit Equity 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M 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 208848357.

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.