Defined Benefit (Pension) · DOL Form 5500 · 2023

Levenfeld Pearlstein, LLC Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
125
Participants Small participant base
52nd
Percentile by assets National rank
$59,421
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Levenfeld Pearlstein, LLC Cash Balance Plan · Sponsored by Levenfeld Pearlstein, LLC · Illinois · Professional & Technical Services

$7M in assets, 125 participants

Levenfeld Pearlstein, LLC's Levenfeld Pearlstein, LLC Cash Balance Plan reported $7M in total assets and 125 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.

  • #10,285 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Levenfeld Pearlstein, LLC Cash Balance Plan covers 125 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $7M.

#10,285
in Professional & Technical Services (20,321 peers)
+13.4%
assets growth YoY

Levenfeld Pearlstein, LLC Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Levenfeld Pearlstein, LLC Cash Balance Plan vs every filed plan by assets

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

$7,427,680 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

Levenfeld Pearlstein, LLC Cash Balance 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. Levenfeld Pearlstein, LLC Cash Balance Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Levenfeld Pearlstein, LLC Cash Balance Plan reported net income rose from $697K in the plan year 2022 filing to $880K in the plan year 2023 filing.
  • Levenfeld Pearlstein, LLC Cash Balance Plan reported participants rose from 102 in the plan year 2022 filing to 125 in the plan year 2023 filing.
  • Levenfeld Pearlstein, LLC Cash Balance Plan 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 364271298 · Levenfeld Pearlstein, LLC PY 2023 · Defined Benefit (Pension)

Levenfeld Pearlstein, LLC Cash Balance Plan · $7M · 125 · 52nd

  • NET $7M
  • NET 125
  • NET 52nd
  • NET Defined Benefit (Pension)
  • NET near Ports America Pension Plan
  • NET ind #10285

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 Illinois →

Levenfeld Pearlstein, LLC Cash Balance Plan in the asset neighbourhood

Southern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension PlanSouthern Ca. Oral & Maxillof…$7MEnersys Hourly Employees' Pension PlanEnersys Hourly Employees' Pe…$7MLevenfeld Pearlstein, LLC Cash Balance PlanLevenfeld Pearlstein, LLC Ca…$7MPorts America Pension Plan$7MRichard Correll Retirement Plan and TrustRichard Correll Retirement P…$7M
End-of-year total assets ($M) among Levenfeld Pearlstein, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$880K
Employer EIN364271298
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Levenfeld Pearlstein, LLC)

Sponsor-wide plan assets over time

All Levenfeld Pearlstein, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$46M 8.443384443191393% vs 2022
2024 filing year
$42M$44M$46M$48M 202220232024 $42.9M $46.5M ▲ +8.4%
Year Plans Participants Total Assets
2022 2 208 $43M
2023 2 251 $44M
2024 2 234 $46M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Levenfeld Pearlstein, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Levenfeld Pearlstein, LLC Cash Balance Plan, Total assets ($B): 0.00742768 · Participants: 125Levenfeld Pearlstein, LLC Cash Balance PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Levenfeld Pearlstein, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Levenfeld Pearlstein, LLC Cash Balance Plan side-by-side with 3 peers →

Levenfeld Pearlstein, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Ports America Pension Plan in AZ ($7M); by covered participants it is Perishable Food Industry Pension Fund in NY (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Levenfeld Pearlstein, LLC Cash Balance Plan assets move in 2023? ▼
Levenfeld Pearlstein, LLC Cash Balance Plan grew at a solid clip - up 13.4% during 2023, from $7M to $7M. Reported net income was $880K.
How have Levenfeld Pearlstein, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Levenfeld Pearlstein, LLC's sponsor-wide assets grew 8.4%, from $43M to $46M.
Which Defined Benefit (Pension) plans are similar in size to Levenfeld Pearlstein, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ports America Pension Plan in AZ ($7M, 101 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Levenfeld Pearlstein, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Perishable Food Industry Pension Fund in NY (125 participants, $18M 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 364271298.

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.