Other · DOL Form 5500 · 2023
Leads, Inc Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 86
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $43,015
- Avg per participant Low balance/head
Official DOL plan name: Leads 403(b) Pension Plan · Sponsored by Leads, Inc · Ohio · Healthcare & Social Assistance
$4M in assets, 86 participants
Leads, Inc's Leads 403(b) Pension Plan reported $4M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #7,261 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Leads 403(b) Pension Plan holds $4M for 86 participants - about $43,015 per participant, in the lower half of filed plans by assets.
- #7,261
- in Healthcare & Social Assistance (17,684 peers)
- -0.5%
- assets change YoY
The plan reported a net loss of $20K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Leads 403(b) Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Leads 403(b) Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,699,312 39th percentile higher than 39% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Leads 403(b) Pension Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leads 403(b) Pension Plan is a small filing (86 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Leads 403(b) Pension Plan reported net income rose from -$267K in the plan year 2022 filing to -$20K in the plan year 2023 filing.
- Leads 403(b) Pension Plan reported participants fell from 92 in the plan year 2022 filing to 86 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 310718027 · Leads, Inc PY 2023 · Other
Leads 403(b) Pension Plan · $4M · 86 · 39th
- ASSETS $4M
- ASSETS 86
- ASSETS 39th
- ASSETS Other
- ASSETS near St Luke's Episcopal School Employee Retirement Pla
- ASSETS ind #7261
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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →
Leads 403(b) Pension Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$20K |
| Employer EIN | 310718027 |
| Plan Effective Date | 1992-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Leads, Inc)
Sponsor-wide plan assets over time
All Leads, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 8.21348053285438% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 92 | $4M |
| 2023 | 1 | 86 | $4M |
| 2024 | 1 | 93 | $4M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
Leads 403(b) Pension Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is St Luke's Episcopal School Employee Retirement Pla in AL ($4M); by covered participants it is Oregon Coast Aquarium Retirement Plan in OR (86 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.
- Oregon Coast Aquarium Retirement Plan (OR) 86 · 0 off
- Pryor Learning, Inc. Defined Contribution Retirement Plan (MO) 86 · 0 off
- Terc, Inc. DC Retirement Plan (MA) 86 · 0 off
- Three Square 403(b) Plan (NV) 86 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.