401(k) · DOL Form 5500 · 2023

Lavie Holdco LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
8,870
Participants Very large workforce
83rd
Percentile by assets National rank
$4,475
Avg per participant Low balance/head
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Official DOL plan name: Lavie Holdco 401(k) Plan · Sponsored by Lavie Holdco LLC · Florida · Healthcare & Social Assistance

$40M in assets, 8,870 participants

Lavie Holdco LLC's Lavie Holdco 401(k) Plan reported $40M in total assets and 8,870 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,113 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Lavie Holdco 401(k) Plan covers 8,870 participants in Florida, 14x the typical Florida plan (state average ~628 per filing). Assets: $40M.

#15,113
in Healthcare & Social Assistance (17,684 peers)
+3.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lavie Holdco 401(k) Plan's outsized position by total assets

Lavie Holdco 401(k) Plan vs every filed plan by assets

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

$39,695,128 Top 17% higher than 83% 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

Lavie Holdco 401(k) 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. Lavie Holdco 401(k) Plan lands in the large band (8,870 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lavie Holdco 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lavie Holdco 401(k) Plan reported participants fell from 9,555 in the plan year 2022 filing to 8,870 in the plan year 2023 filing.
  • Lavie Holdco 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $40M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 873131400 · Lavie Holdco LLC PY 2023 · 401(k)

Lavie Holdco 401(k) Plan · $40M · 8,870 · 83rd

  • 5500 $40M
  • ASSETS 8,870
  • PCT 83rd
  • EIN 401(k)
  • RANK near Optim Orthopedics, LLC 401(k) Profit Sharing Plan
  • PHOTO ind #15113

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Lavie Holdco 401(k) Plan in the asset neighbourhood

Lavie Holdco 401(k) Plan$40MOptim Orthopedics, LLC 401(k) Profit Sharing PlanOptim Orthopedics, LLC 401(k…$40MFrazier Industrial Co. Savings and Investment Retirement PlanFrazier Industrial Co. Savin…$40MJwch Institute, Inc. 401(k) Profit Sharing PlanJwch Institute, Inc. 401(k) …$40MJohn E. Green Company 401(k) PlanJohn E. Green Company 401(k)…$40M
End-of-year total assets ($M) among Lavie Holdco 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$40M
Net Income$1M
Employer EIN873131400
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lavie Holdco LLC)

Sponsor-wide plan assets over time

All Lavie Holdco LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 2.0305089373613847% vs 2022
2024 filing year
$37M$38M$39M$40M 202220232024 $38.3M $37.5M ▼ -2.0%
Year Plans Participants Total Assets
2022 1 9,555 $38M
2023 1 8,870 $40M
2024 1 5,117 $38M

Nearby 401(k) Plans in Florida

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

Lavie Holdco 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Lavie Holdco 401(k) Plan, Total assets ($B): 0.039695128 · Participants: 8870Lavie Holdco 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Lavie Holdco 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Lavie Holdco 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Optim Orthopedics, LLC 401(k) Profit Sharing Plan in GA ($40M); by covered participants it is American Multi-Cinema, Inc. 401(k) Savings Plan in KS (8,869 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8,870 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 Lavie Holdco 401(k) Plan assets move in 2023? ▼
Lavie Holdco 401(k) Plan edged up modestly - up 3.6% during 2023, from $38M to $40M. Reported net income was $1M.
How have Lavie Holdco LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lavie Holdco LLC's sponsor-wide assets declined 2.0%, from $38M to $38M.
Where does Lavie Holdco 401(k) Plan rank by assets among Form 5500 filers? ▼
Lavie Holdco 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lavie Holdco 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Optim Orthopedics, LLC 401(k) Profit Sharing Plan in GA ($40M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Lavie Holdco 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Multi-Cinema, Inc. 401(k) Savings Plan in KS (8,869 participants, $232M 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 873131400.

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.