401(k) · DOL Form 5500 · 2023
Leavitt Group Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $211M
- Total assets Near avg plan size
- 2,582
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $81,530
- Avg per participant Below avg balance/head
Official DOL plan name: The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan · Sponsored by Leavitt Group Enterprises, Inc. · Utah · Finance & Insurance
$211M in assets, 2,582 participants
Leavitt Group Enterprises, Inc.'s The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan reported $211M in total assets and 2,582 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,146 in Finance & Insurance (8,869 peers)
Coverage in Utah
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan covers 2,582 participants in Utah, 4.4x the typical Utah plan (state average ~592 per filing). Assets: $211M.
- #8,146
- in Finance & Insurance (8,869 peers)
- +20.0%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan's outsized position by total assets
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$210,510,710 Top 5% higher than 95% 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
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan lands in the large band (2,582 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan reported net income rose from -$16M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan end-of-year assets rose from $174M in the plan year 2022 filing to $211M in the plan year 2023 filing.
- The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan reported participants rose from 2,505 in the plan year 2022 filing to 2,582 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 880090855 · Leavitt Group Enterprises, Inc. PY 2023 · 401(k)
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan · $211M · 2,582 · 95th
- TYPE $211M
- NET 2,582
- BOOK 95th
- VS-ST 401(k)
- BOY near Hireright 401(k) Plan
- SCH ind #8146
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 Finance & Insurance retirement plans → · Plans in Utah →
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $175M |
|---|---|
| Net Assets (End of Year) | $211M |
| Net Income | $35M |
| Employer EIN | 880090855 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Leavitt Group Enterprises, Inc.)
Sponsor-wide plan assets over time
All Leavitt Group Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $244M 40.45933075477397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,505 | $174M |
| 2023 | 1 | 2,582 | $211M |
| 2024 | 1 | 2,881 | $244M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Hireright 401(k) Plan in TN ($211M); by covered participants it is Cambium Learning Profit Sharing Retirement Plan in TX (2,582 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($211M here).
- Hireright 401(k) Plan (TN) $211M · 1,195
- Conagra Brands Retirement Income Savings Plan for Union Employees (IL) $211M · 8,291
- Hma Group Holdings, LLC 401(k) Plan (IA) $210M · 1,020
- Briggs & Stratton, LLC 401(k) Plan (WI) $210M · 4,588
Similar participant headcount
Nearest other-state filings by covered participants (2,582 participants); asset peers above are excluded.
- Cambium Learning Profit Sharing Retirement Plan (TX) 2,582 · 0 off
- Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan (CA) 2,581 · 1 off
- Api Group, Inc. Safe Harbor 401(k) & Profit Sharing Plan (MN) 2,581 · 1 off
- American Greetings Retirement Savings Plan (OH) 2,583 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.