401(k) · DOL Form 5500 · 2023
Levin Papantonio Rafferty Proctor Buchanan O'brien Barr & Mougey, PA 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 188
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $163,089
- Avg per participant Above avg balance/head
Official DOL plan name: Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan · Sponsored by Levin Papantonio Rafferty Proctor Buchanan O'brien Barr & Mougey, PA · Florida · Professional & Technical Services
$31M in assets, 188 participants
Levin Papantonio Rafferty Proctor Buchanan O'brien Barr & Mougey, PA's Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan reported $31M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #16,270 in Professional & Technical Services (20,321 peers)
Coverage in Florida
Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan covers 188 participants in Florida, about 30% of the average Florida filer (state average ~628 per filing). Assets: $31M.
- #16,270
- in Professional & Technical Services (20,321 peers)
- +21.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan's outsized position by total assets
Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$30,660,794 Top 20% higher than 80% 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
Levin Papantonio Et. Al. PA 401(k) Profit Sharing 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. Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan sits mid-pack in the medium band (188 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan end-of-year assets rose from $25M in the plan year 2022 filing to $31M in the plan year 2023 filing.
- Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan reported participants fell from 213 in the plan year 2022 filing to 188 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 591266412 · Levin Papantonio Rafferty Proctor Buchanan O'brien Barr & Mougey, PA PY 2023 · 401(k)
Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan · $31M · 188 · 80th
- PHOTO $31M
- IND 188
- EOY 80th
- 5500 401(k)
- ASSETS near Traxxas, L.P. 401(k) Plan
- PCT ind #16270
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 Florida →
Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $5M |
| Employer EIN | 591266412 |
| Plan Effective Date | 1978-01-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Levin Papantonio Rafferty Proctor Buchanan O'brien Barr & Mougey, PA)
Sponsor-wide plan assets over time
All Levin Papantonio Rafferty Proctor Buchanan O'brien Barr & Mougey, PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 30.23587972387432% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 213 | $25M |
| 2023 | 1 | 188 | $31M |
| 2024 | 1 | 179 | $33M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Traxxas, L.P. 401(k) Plan in TX ($31M); by covered participants it is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Traxxas, L.P. 401(k) Plan (TX) $31M · 179
- Time Equities, Inc. 401(k) Profit Sharing Plan & Trust (NY) $31M · 174
- Denovo Retirement Plan (CO) $31M · 130
- United Community & Family Services, Inc. 401(k) Plan (CT) $31M · 351
Similar participant headcount
Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.
- Advantmed 401(k) and Profit Sharing Plan (CA) 188 · 0 off
- Sesloc Federal Credit Union 401(k) Profit Sharing Plan (CA) 188 · 0 off
- Deci 401(k) Plan (NC) 188 · 0 off
- Tcg 401(k) Plan (DC) 188 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.