401(k) · DOL Form 5500 · 2023

LEVER1 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
1,354
Participants Near avg headcount
82nd
Percentile by assets National rank
$27,270
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lever1 Retirement Savings Plan · Sponsored by LEVER1 · Kansas · Professional & Technical Services

$37M in assets, 1,354 participants

LEVER1's Lever1 Retirement Savings Plan reported $37M in total assets and 1,354 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,822 in Professional & Technical Services (20,321 peers)

Coverage in Kansas

Lever1 Retirement Savings Plan covers 1,354 participants in Kansas, 3.8x the typical Kansas plan (state average ~360 per filing). Assets: $37M.

#16,822
in Professional & Technical Services (20,321 peers)
+63.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lever1 Retirement Savings Plan's outsized position by total assets

Lever1 Retirement Savings Plan vs every filed plan by assets

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

$36,924,013 Top 18% higher than 82% 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

Lever1 Retirement Savings 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. Lever1 Retirement Savings Plan lands in the large band (1,354 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lever1 Retirement Savings Plan reported net income rose from $1M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Lever1 Retirement Savings Plan end-of-year assets rose from $23M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Lever1 Retirement Savings Plan reported participants rose from 1,086 in the plan year 2022 filing to 1,354 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 454152888 · LEVER1 PY 2023 · 401(k)

Lever1 Retirement Savings Plan · $37M · 1,354 · 82nd

  • PCT $37M
  • EIN 1,354
  • RANK 82nd
  • PHOTO 401(k)
  • IND near Morrisette Packaging, Inc. Profit Sharing Plan
  • EOY ind #16822

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 Kansas →

Lever1 Retirement Savings Plan in the asset neighbourhood

New Jersey Hospital Association Salary Deferral PlanNew Jersey Hospital Associat…$37MLever1 Retirement Savings PlanLever1 Retirement Savings Pl…$37MMorrisette Packaging, Inc. Profit Sharing PlanMorrisette Packaging, Inc. P…$37MM&q Packaging LLC 401(k)$37MPhillips Murrah P.C. 401(k) Profit Sharing PlanPhillips Murrah P.C. 401(k) …$37M
End-of-year total assets ($M) among Lever1 Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kansas filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$37M
Net Income$9M
Employer EIN454152888
Plan Effective Date2012-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LEVER1)

Sponsor-wide plan assets over time

All LEVER1 plans reported in each filing year

Latest sponsor-wide plan assets
$54M 138.00631126632933% vs 2022
2024 filing year
$10M$20M$30M$40M$50M$60M 202220232024 $22.6M $53.7M ▲ +138.0%
Year Plans Participants Total Assets
2022 1 1,086 $23M
2023 1 1,354 $37M
2024 1 1,495 $54M

Nearby 401(k) Plans in Kansas

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

Lever1 Retirement Savings Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Lever1 Retirement Savings Plan, Total assets ($B): 0.036924013 · Participants: 1354Lever1 Retirement Savings PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Lever1 Retirement Savings Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Lever1 Retirement Savings Plan side-by-side with 3 peers →

Lever1 Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Morrisette Packaging, Inc. Profit Sharing Plan in NC ($37M); by covered participants it is Whittier Employee Resources Inc. 401(k) Plan in MA (1,354 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,354 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 Lever1 Retirement Savings Plan assets move in 2023? ▼
Lever1 Retirement Savings Plan surged - up 63.7% during 2023, from $23M to $37M. Reported net income was $9M.
How have LEVER1 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), LEVER1's sponsor-wide assets grew 138.0%, from $23M to $54M.
Where does Lever1 Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Lever1 Retirement Savings Plan ranks in the 82nd 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 Lever1 Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morrisette Packaging, Inc. Profit Sharing Plan in NC ($37M, 251 participants).
Which 401(k) plans cover a similar participant headcount to Lever1 Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Whittier Employee Resources Inc. 401(k) Plan in MA (1,354 participants, $35M 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 454152888.

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.