401(k) · DOL Form 5500 · 2024

The Levy Group, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
189
Participants Below avg headcount
61st
Percentile by assets National rank
$66,265
Avg per participant Below avg balance/head
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Official DOL plan name: The Levy Group, Inc. 401(k) Plan · Sponsored by The Levy Group, Inc. · New York · Manufacturing

$13M in assets, 189 participants

The Levy Group, Inc.'s The Levy Group, Inc. 401(k) Plan reported $13M in total assets and 189 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #8,457 in Manufacturing (17,777 peers)

Coverage in New York

The Levy Group, Inc. 401(k) Plan covers 189 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $13M.

#8,457
in Manufacturing (17,777 peers)
+28.0%
assets growth YoY

The Levy Group, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

The Levy Group, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$12,524,150 Top 39% higher than 61% of 123,620 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 2024

The Levy Group, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Levy Group, Inc. 401(k) Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Levy Group, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Levy Group, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133855230 · The Levy Group, Inc. PY 2024 · 401(k)

The Levy Group, Inc. 401(k) Plan · $13M · 189 · 61st

  • NET $13M
  • BOOK 189
  • VS-ST 61st
  • BOY 401(k)
  • SCH near Solari, Inc. 401(k) Plan
  • EBSA ind #8457

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 New York →

The Levy Group, Inc. 401(k) Plan in the asset neighbourhood

Performance Technology Partner 401(k) Profit Sharing Plan & TrustPerformance Technology Partn…$13MThe Levy Group, Inc. 401(k) PlanThe Levy Group, Inc. 401(k) …$13MSolari, Inc. 401(k) Plan$13MBrown Stove Works, Inc. 401(k) PlanBrown Stove Works, Inc. 401(…$13MInnovate!, Inc. Retirement TrustInnovate!, Inc. Retirement T…$13M
End-of-year total assets ($M) among The Levy Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN133855230
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Levy Group, Inc.)

Sponsor-wide plan assets over time

All The Levy Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 56.4688291689186% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8M $12.5M ▲ +56.5%
Year Plans Participants Total Assets
2022 1 169 $8M
2023 1 188 $10M
2024 1 189 $13M

Nearby 401(k) Plans in New York

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

The Levy Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Levy Group, Inc. 401(k) Plan, Total assets ($B): 0.01252415 · Participants: 189The Levy Group, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
The Levy Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Levy Group, Inc. 401(k) Plan side-by-side with 3 peers →

The Levy Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Solari, Inc. 401(k) Plan in AZ ($13M); by covered participants it is Prevailing Multiple Employer Plan in MD (189 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (189 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Levy Group, Inc. 401(k) Plan assets move in 2024? ▼
The Levy Group, Inc. 401(k) Plan grew sharply - up 28.0% during 2024, from $10M to $13M. Reported net income was $3M.
How have The Levy Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Levy Group, Inc.'s sponsor-wide assets grew 56.5%, from $8M to $13M.
Which 401(k) plans are similar in size to The Levy Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Solari, Inc. 401(k) Plan in AZ ($13M, 512 participants).
Which 401(k) plans cover a similar participant headcount to The Levy Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prevailing Multiple Employer Plan in MD (189 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133855230.

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.