401(k) · DOL Form 5500 · 2023

Leonard Management 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
716
Participants Below avg headcount
37th
Percentile by assets National rank
$4,469
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Leonard Management 401(k) Plan · Sponsored by Leonard Management · Nebraska · Food Services & Accommodation

$3M in assets, 716 participants

Leonard Management's Leonard Management 401(k) Plan reported $3M in total assets and 716 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,783 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Leonard Management 401(k) Plan ranks #2,783 of 3,828 2023 filers by assets (611% of the sector average)-$3M for 716 participants.

#2,783
in Food Services & Accommodation (3,828 peers)
+46.9%
assets growth YoY

Leonard Management 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Leonard Management 401(k) Plan vs every filed plan by assets

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

$3,199,642 37th percentile higher than 37% 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

Leonard Management 401(k) 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. Leonard Management 401(k) Plan sits mid-pack in the medium band (716 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Leonard Management 401(k) Plan reported net income rose from $333K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Leonard Management 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Leonard Management 401(k) Plan reported participants rose from 664 in the plan year 2022 filing to 716 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 421426079 · Leonard Management PY 2023 · 401(k)

Leonard Management 401(k) Plan · $3M · 716 · 37th

  • VS-ST $3M
  • VS-ST 716
  • VS-ST 37th
  • VS-ST 401(k)
  • VS-ST near Consolidated Shippers, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #2783

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 Food Services & Accommodation retirement plans → · Plans in Nebraska →

Leonard Management 401(k) Plan in the asset neighbourhood

Leonard Management 401(k) PlanLeonard Management 401(k) Pl…$3MConsolidated Shippers, Inc. 401(k) Profit Sharing PlanConsolidated Shippers, Inc. …$3MSmile Starters 401(k) Plan$3MPlatinum Financial, LLC 401(k) PlanPlatinum Financial, LLC 401(…$3MUS Institutional Corporation 401(k) Profit Sharing Plan & TrustUS Institutional Corporation…$3M
End-of-year total assets ($M) among Leonard Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN421426079
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Leonard Management)

Sponsor-wide plan assets over time

All Leonard Management plans reported in each filing year

Latest sponsor-wide plan assets
$4M 95.31240384765519% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $2.18M $4.25M ▲ +95.0%
Year Plans Participants Total Assets
2022 1 664 $2M
2023 1 716 $3M
2024 1 778 $4M

Nearby 401(k) Plans in Nebraska

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

Leonard Management 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Leonard Management 401(k) Plan, Total assets ($B): 0.003199642 · Participants: 716Leonard Management 401(k) PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Leonard Management 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Leonard Management 401(k) Plan side-by-side with 3 peers →

Leonard Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Consolidated Shippers, Inc. 401(k) Profit Sharing Plan in WA ($3M); by covered participants it is Indigo Ag, Inc. 401(k) Plan in MA (716 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (716 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 Leonard Management 401(k) Plan assets move in 2023? ▼
Leonard Management 401(k) Plan surged - up 46.9% during 2023, from $2M to $3M. Reported net income was $1M.
How have Leonard Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leonard Management's sponsor-wide assets grew 95.3%, from $2M to $4M.
Which 401(k) plans are similar in size to Leonard Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Consolidated Shippers, Inc. 401(k) Profit Sharing Plan in WA ($3M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Leonard Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Indigo Ag, Inc. 401(k) Plan in MA (716 participants, $45M 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 421426079.

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.