401(k) · DOL Form 5500 · 2023

Leading Plan Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
130
Participants Small participant base
79th
Percentile by assets National rank
$222,443
Avg per participant Above avg balance/head
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Official DOL plan name: Leading Plan Solutions Pooled Employer Plan #1 · Sponsored by Leading Plan Solutions, Inc. · Washington · Professional & Technical Services

$29M in assets, 130 participants

Leading Plan Solutions, Inc.'s Leading Plan Solutions Pooled Employer Plan #1 reported $29M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,072 in Professional & Technical Services (20,321 peers)

Coverage in Washington

Leading Plan Solutions Pooled Employer Plan #1 covers 130 participants in Washington, about 9% of the average Washington filer (state average ~1,476 per filing). Assets: $29M.

#16,072
in Professional & Technical Services (20,321 peers)
+209.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Leading Plan Solutions Pooled Employer Plan #1's outsized position by total assets

Leading Plan Solutions Pooled Employer Plan #1 vs every filed plan by assets

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

$28,917,636 Top 21% higher than 79% 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

Leading Plan Solutions Pooled Employer Plan #1 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. Leading Plan Solutions Pooled Employer Plan #1 sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Leading Plan Solutions Pooled Employer Plan #1 reported net income rose from $634K in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Leading Plan Solutions Pooled Employer Plan #1 end-of-year assets rose from $9M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Leading Plan Solutions Pooled Employer Plan #1 reported participants rose from N/A in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 862271858 · Leading Plan Solutions, Inc. PY 2023 · 401(k)

Leading Plan Solutions Pooled Employer Plan #1 · $29M · 130 · 79th

  • IND $29M
  • EOY 130
  • 5500 79th
  • ASSETS 401(k)
  • PCT near Socionext America, Inc. Retirement Plan
  • EIN ind #16072

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 Washington →

Leading Plan Solutions Pooled Employer Plan #1 in the asset neighbourhood

Leading Plan Solutions Pooled Employer Plan #1Leading Plan Solutions Poole…$29MSocionext America, Inc. Retirement PlanSocionext America, Inc. Reti…$29MBti360 401(k) Plan$29MMagnate Holdings, LLC 401(k) PlanMagnate Holdings, LLC 401(k)…$29MCollier Enterprises 401(k) PlanCollier Enterprises 401(k) P…$29M
End-of-year total assets ($M) among Leading Plan Solutions Pooled Employer Plan #1 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$29M
Net Income$10M
Employer EIN862271858
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Leading Plan Solutions, Inc.)

Sponsor-wide plan assets over time

All Leading Plan Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 547.6785625300397% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $9.33M $60.4M ▲ +547.8%
Year Plans Participants Total Assets
2022 1 N/A $9M
2023 2 618 $36M
2024 2 1,243 $60M

Nearby 401(k) Plans in Washington

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

Leading Plan Solutions Pooled Employer Plan #1 vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Leading Plan Solutions Pooled Employer Plan #1, Total assets ($B): 0.028917636 · Participants: 130Leading Plan Solutions Pooled Employer Plan #1The Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Leading Plan Solutions Pooled Employer Plan #1 vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Leading Plan Solutions Pooled Employer Plan #1 side-by-side with 3 peers →

Leading Plan Solutions Pooled Employer Plan #1's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Socionext America, Inc. Retirement Plan in CA ($29M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Leading Plan Solutions Pooled Employer Plan #1 assets move in 2023? ▼
Leading Plan Solutions Pooled Employer Plan #1 surged - up 209.9% during 2023, from $9M to $29M. Reported net income was $10M.
How have Leading Plan Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leading Plan Solutions, Inc.'s sponsor-wide assets grew 547.7%, from $9M to $60M.
Where does Leading Plan Solutions Pooled Employer Plan #1 rank by assets among Form 5500 filers? ▼
Leading Plan Solutions Pooled Employer Plan #1 ranks in the 79th 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 Leading Plan Solutions Pooled Employer Plan #1? ▼
Among 401(k) plans in other states, the closest by assets is Socionext America, Inc. Retirement Plan in CA ($29M, 75 participants).
Which 401(k) plans cover a similar participant headcount to Leading Plan Solutions Pooled Employer Plan #1? ▼
Among 401(k) plans in other states, the closest by covered participants is Animax Designs, Inc. in TN (130 participants, $3M 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 862271858.

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.