401(k) · DOL Form 5500 · 2023

Surovell Isaacs & Levy PLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
21
Participants Small participant base
52nd
Percentile by assets National rank
$345,288
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Surovell Isaacs & Levy PLC 401(k) Retirement Plan and Trust · Sponsored by Surovell Isaacs & Levy PLC · Virginia · Professional & Technical Services

$7M in assets, 21 participants

Surovell Isaacs & Levy PLC's Surovell Isaacs & Levy PLC 401(k) Retirement Plan and Trust reported $7M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,179 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Surovell Isaacs & Levy PLC 401(k) Retirement Plan and Trust holds $7M for 21 participants - about $345,288 per participant, above the median plan by assets.

#10,179
in Professional & Technical Services (20,321 peers)
+5.1%
assets growth YoY

Surovell Isaacs & Levy PLC 401(k) Retirement Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Surovell Isaacs & Levy PLC 401(k) Retirement Plan and Trust vs every filed plan by assets

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

$7,251,052 Top 48% higher than 52% 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

Surovell Isaacs & Levy PLC 401(k) Retirement Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surovell Isaacs & Levy PLC 401(k) Retirement Plan and Trust is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Surovell Isaacs & Levy PLC 401(k) Retirement Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $350K in the plan year 2023 filing.
  • Surovell Isaacs & Levy PLC 401(k) Retirement Plan and Trust reported participants fell from 26 in the plan year 2022 filing to 21 in the plan year 2023 filing.
  • Surovell Isaacs & Levy PLC 401(k) Retirement Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 030469030 · Surovell Isaacs & Levy PLC PY 2023 · 401(k)

Surovell Isaacs & Levy PLC 401(k) Retirement Plan and Trust · $7M · 21 · 52nd

  • TYPE $7M
  • NET 21
  • BOOK 52nd
  • VS-ST 401(k)
  • BOY near Maki Corporation 401(k) Profit Sharing Plan
  • SCH ind #10179

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 Virginia →

Surovell Isaacs & Levy PLC 401(k) Retirement Plan and Trust in the asset neighbourhood

Surovell Isaacs & Levy PLC 401(k) Retirement Plan and TrustSurovell Isaacs & Levy PLC 4…$7MMaki Corporation 401(k) Profit Sharing PlanMaki Corporation 401(k) Prof…$7MGlobal Information Systems, LLC 401(k) Profit Sharing PlanGlobal Information Systems, …$7MWinters Bros. of Long Island 401(k) PlanWinters Bros. of Long Island…$7MReilly Sweeping, Inc 401(k) Profit Sharing PlanReilly Sweeping, Inc 401(k) …$7M
End-of-year total assets ($M) among Surovell Isaacs & Levy PLC 401(k) Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$350K
Employer EIN030469030
Plan Effective Date2002-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surovell Isaacs & Levy PLC)

Sponsor-wide plan assets over time

All Surovell Isaacs & Levy PLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 5.066635909550896% vs 2022
2023 filing year
$6.8M$7M$7.2M$7.4M 20222023 $6.9M $7.25M ▲ +5.1%
Year Plans Participants Total Assets
2022 1 26 $7M
2023 1 21 $7M

Nearby 401(k) Plans in Virginia

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

Surovell Isaacs & Levy PLC 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Surovell Isaacs & Levy PLC 401(k) Retirement Plan and Trust, Total assets ($B): 0.007251052 · Participants: 21Surovell Isaacs & Levy PLC 401(k) Retirement Plan and TrustNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Surovell Isaacs & Levy PLC 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Surovell Isaacs & Levy PLC 401(k) Retirement Plan and Trust side-by-side with 3 peers →

Surovell Isaacs & Levy PLC 401(k) Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Maki Corporation 401(k) Profit Sharing Plan in MA ($7M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Surovell Isaacs & Levy PLC 401(k) Retirement Plan and Trust assets move in 2023? ▼
Surovell Isaacs & Levy PLC 401(k) Retirement Plan and Trust grew at a solid clip - up 5.1% during 2023, from $7M to $7M. Reported net income was $350K.
How have Surovell Isaacs & Levy PLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Surovell Isaacs & Levy PLC's sponsor-wide assets grew 5.1%, from $7M to $7M.
Which 401(k) plans are similar in size to Surovell Isaacs & Levy PLC 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Maki Corporation 401(k) Profit Sharing Plan in MA ($7M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Surovell Isaacs & Levy PLC 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 030469030.

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.