401(k) · DOL Form 5500 · 2023

Leavitt Group Enterprises, Inc. 401(k) Plan

Data updated 2026-08-11

$211M
Total assets
2,582
Participants
95th
Percentile by assets
$81,530
Avg per participant
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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.

  • 95th percentile by assets (of 127,072 plans)
  • #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.

$211M
total plan assets (2023 EOY)
2,582
covered participants
95th
percentile by assets (of 127,072 plans)
$81,530
avg assets per participant

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.

See the national 2022→2023 release diff →

State
Utah
Industry
Finance & Insurance

Participants vs Utah filers

In Utah, the average filing covers about 592 participants across 1,280 plans. The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan reports 2,582 participants - 4.4x that state average ($211M EOY assets).

Utah filing particulars

Total Assets (Beginning of Year)$175M
Net Assets (End of Year)$211M
Net Income$35M
Employer EIN880090855
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Leavitt Group Enterprises, Inc.)

$150M$200M$250M$300M 202220232024 $174M $244M ▲ +40.5%
Total plan assets by year, all Leavitt Group Enterprises, Inc. plans on file
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.

The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan vs. nearby 401(k) plans in Utah, assets vs. participants

The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -202468 Total assets ($B) Participants The Leavitt Group Pr…Intermountain Health…Deseret 401(k) PlanZions Bancorporation…Skywest, Inc. Employ…Autoliv Asp, Inc. Em…
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare The Leavitt Group Profit Sharing and Ret… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan assets move in 2023? ▼
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan grew sharply - up 20.0% during 2023, from $175M to $211M. Reported net income was $35M.
How have Leavitt Group Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leavitt Group Enterprises, Inc.'s sponsor-wide assets grew 40.5%, from $174M to $244M.
Where does The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hireright 401(k) Plan in TN ($211M, 1,195 participants).

Next read for The Leavitt Group Profit Sharing and Ret…

Filing takeaways

Ways to act on The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan's numbers.

  • By total assets, The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Utah. Compare plans
  • Leavitt Group Enterprises, Inc.'s sponsor-wide assets have grown 40.5% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 880090855.

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.