Defined Benefit (Pension) · DOL Form 5500 · 2023

Gary Levinson, PA Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$509,471
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gary Levinson, PA Defined Benefit Pension Plan · Sponsored by Gary Levinson, PA · Florida · Professional & Technical Services

$1M in assets, 2 participants

Gary Levinson, PA's Gary Levinson, PA Defined Benefit Pension Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,855 in Professional & Technical Services (20,321 peers)

Gary Levinson, PA multi-year trail

Gary Levinson, PA's plans moved +66.6% in assets from 2022 to 2024; this filing shows Gary Levinson, PA Defined Benefit Pension Plan at $1M / 2 participants.

#3,855
in Professional & Technical Services (20,321 peers)
+31.4%
assets growth YoY

Gary Levinson, PA Defined Benefit Pension Plan among the smaller filed plans by assets

Gary Levinson, PA Defined Benefit Pension Plan vs every filed plan by assets

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

$1,018,942 24th percentile higher than 24% 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

Gary Levinson, PA Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gary Levinson, PA Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gary Levinson, PA Defined Benefit Pension Plan reported net income rose from -$365K in the plan year 2022 filing to $244K in the plan year 2023 filing.
  • Gary Levinson, PA Defined Benefit Pension Plan end-of-year assets rose from $775K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 650610617 · Gary Levinson, PA PY 2023 · Defined Benefit (Pension)

Gary Levinson, PA Defined Benefit Pension Plan · $1M · 2 · 24th

  • TYPE $1M
  • TYPE 2
  • TYPE 24th
  • TYPE Defined Benefit (Pension)
  • TYPE near Proactive Brokerage Inc. Retirement Plan and Trust
  • TYPE ind #3855

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 →

Gary Levinson, PA Defined Benefit Pension Plan in the asset neighbourhood

Gary Levinson, PA Defined Benefit Pension PlanGary Levinson, PA Defined Be…$1MProactive Brokerage Inc. Retirement Plan and TrustProactive Brokerage Inc. Ret…$1MAmerican Heart Association Plan Svc 07/01/1976American Heart Association P…$1MLocal 447 Pension Fund$1MVeronica M. Wholesale, Inc. Defined Benefit Pension PlanVeronica M. Wholesale, Inc. …$1M
End-of-year total assets ($M) among Gary Levinson, PA Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Gary Levinson, PA multi-year asset trail

Sponsor-wide plan assets over time

All Gary Levinson, PA plans reported in each filing year

Latest sponsor-wide plan assets
$1M 66.64770836718745% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.78M $1.29M ▲ +65.4%
Year Plans Participants Total Assets
2022 1 2 $775K
2023 1 2 $1M
2024 1 2 $1M

Gary Levinson, PA filing trail (2023)

Total Assets (Beginning of Year)$775K
Net Assets (End of Year)$1M
Net Income$244K
Employer EIN650610617
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Gary Levinson, PA Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Gary Levinson, PA Defined Benefit Pension Plan, Total assets ($B): 0.001018942 · Participants: 2Gary Levinson, PA Defined Benefit Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Gary Levinson, PA Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Gary Levinson, PA Defined Benefit Pension Plan side-by-side with 3 peers →

Gary Levinson, PA Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Proactive Brokerage Inc. Retirement Plan and Trust in NY ($1M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Gary Levinson, PA Defined Benefit Pension Plan assets move in 2023? ▼
Gary Levinson, PA Defined Benefit Pension Plan surged - up 31.4% during 2023, from $775K to $1M. Reported net income was $244K.
How have Gary Levinson, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gary Levinson, PA's sponsor-wide assets grew 66.6%, from $775K to $1M.
Where does Gary Levinson, PA Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Gary Levinson, PA Defined Benefit Pension Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Gary Levinson, PA Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Proactive Brokerage Inc. Retirement Plan and Trust in NY ($1M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Gary Levinson, PA Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 650610617.

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.