401(k) · DOL Form 5500 · 2023

Edw. C. Levy Co. 401(k) Plan

Data updated 2026-08-25

$125M
Total assets Near avg plan size
1,062
Participants Near avg headcount
93rd
Percentile by assets National rank
$117,782
Avg per participant Below avg balance/head
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Official DOL plan name: Edw. C. Levy Co. Capital Accumulation Plan · Sponsored by Edw. C. Levy Co. · Michigan · Manufacturing

$125M in assets, 1,062 participants

Edw. C. Levy Co.'s Edw. C. Levy Co. Capital Accumulation Plan reported $125M in total assets and 1,062 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,611 in Manufacturing (18,722 peers)

Where Edw. C. Levy Co. Capital Accumulation Plan sits by assets

Edw. C. Levy Co. Capital Accumulation Plan sits in the top 10% of all filed plans by assets, $125M for 1,062 participants (~$117,782/participant), up 21.8% in 2023.

#16,611
in Manufacturing (18,722 peers)
+21.8%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Edw. C. Levy Co. Capital Accumulation Plan's outsized position by total assets

Edw. C. Levy Co. Capital Accumulation Plan vs every filed plan by assets

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

$125,084,267 Top 7% higher than 93% 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

Edw. C. Levy Co. Capital Accumulation Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edw. C. Levy Co. Capital Accumulation Plan lands in the large band (1,062 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edw. C. Levy Co. Capital Accumulation Plan reported net income rose from -$15M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Edw. C. Levy Co. Capital Accumulation Plan end-of-year assets rose from $103M in the plan year 2022 filing to $125M in the plan year 2023 filing.
  • Edw. C. Levy Co. Capital Accumulation Plan reported participants rose from 948 in the plan year 2022 filing to 1,062 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 381253012 · Edw. C. Levy Co. PY 2023 · 401(k)

Edw. C. Levy Co. Capital Accumulation Plan · $125M · 1,062 · 93rd

  • BOOK $125M
  • VS-ST 1,062
  • BOY 93rd
  • SCH 401(k)
  • EBSA near Franklin Covey Co. 401(k) Plan
  • PART ind #16611

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 Manufacturing retirement plans → · Plans in Michigan →

Edw. C. Levy Co. Capital Accumulation Plan in the asset neighbourhood

Rothschild & Co North America, Inc. 401(k) and Profit Sharing PlanRothschild & Co North Americ…$125MLancaster Colony Corporation 401(k) PlanLancaster Colony Corporation…$125MEdw. C. Levy Co. Capital Accumulation PlanEdw. C. Levy Co. Capital Acc…$125MFranklin Covey Co. 401(k) PlanFranklin Covey Co. 401(k) Pl…$125MA. Duda & Sons, Inc. Retirement and Savings PlanA. Duda & Sons, Inc. Retirem…$125M
End-of-year total assets ($M) among Edw. C. Levy Co. Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$125M
Net Income$22M
Employer EIN381253012
Plan Effective Date1984-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edw. C. Levy Co.)

Sponsor-wide plan assets over time

All Edw. C. Levy Co. plans reported in each filing year

Latest sponsor-wide plan assets
$203M 33.61540451168782% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $152M $203M ▲ +33.6%
Year Plans Participants Total Assets
2022 3 1,281 $152M
2023 3 1,401 $179M
2024 3 1,705 $203M

Nearby 401(k) Plans in Michigan

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

Edw. C. Levy Co. Capital Accumulation Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Edw. C. Levy Co. Capital Accumulation Plan, Total assets ($B): 0.125084267 · Participants: 1062Edw. C. Levy Co. Capital Accumulation PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Edw. C. Levy Co. Capital Accumulation Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Edw. C. Levy Co. Capital Accumulation Plan side-by-side with 3 peers →

Edw. C. Levy Co. Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Franklin Covey Co. 401(k) Plan in UT ($125M); by covered participants it is Savings Plan for Employees of Newmarket Corporation and Affiliates in VA (1,062 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,062 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 Edw. C. Levy Co. Capital Accumulation Plan assets move in 2023? ▼
Edw. C. Levy Co. Capital Accumulation Plan grew sharply - up 21.8% during 2023, from $103M to $125M. Reported net income was $22M.
How have Edw. C. Levy Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edw. C. Levy Co.'s sponsor-wide assets grew 33.6%, from $152M to $203M.
Where does Edw. C. Levy Co. Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Edw. C. Levy Co. Capital Accumulation Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Edw. C. Levy Co. Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Franklin Covey Co. 401(k) Plan in UT ($125M, 828 participants).
Which 401(k) plans cover a similar participant headcount to Edw. C. Levy Co. Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Savings Plan for Employees of Newmarket Corporation and Affiliates in VA (1,062 participants, $508M 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 381253012.

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.