401(k) · DOL Form 5500 · 2024

Leavitt Group Enterprises, Inc. 401(k) Plan

Data updated 2026-08-06

$244M
Total assets
2,881
Participants
95th
Percentile by assets
$84,739
Avg per participant
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Official DOL plan name: The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan · Sponsored by Leavitt Group Enterprises, Inc. · Utah · Finance & Insurance

$244M in assets, 2,881 participants

Leavitt Group Enterprises, Inc.'s The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan reported $244M in total assets and 2,881 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 116,472 plans)
  • #7,585 in Finance & Insurance (8,240 peers)

Coverage in Utah

The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan covers 2,881 participants in Utah, 4.7x the typical Utah plan (state average ~609 per filing). Assets: $244M.

$244M
total plan assets (2024 EOY)
2,881
covered participants
95th
percentile by assets (of 116,472 plans)
$84,739
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan end-of-year assets rose from $211M in the plan year 2023 filing to $244M in the plan year 2024 filing.
  • The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan reported participants rose from 2,582 in the plan year 2023 filing to 2,881 in the plan year 2024 filing.
  • The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan reported net income fell from $35M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Utah
Industry
Finance & Insurance

Participants vs Utah filers

In Utah, the average filing covers about 609 participants across 1,226 plans. The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan reports 2,881 participants - 4.7x that state average ($244M EOY assets).

Utah filing particulars

Total Assets (Beginning of Year)$211M
Net Assets (End of Year)$244M
Net Income$34M
Employer EIN880090855
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Leavitt Group Enterprises, Inc.)

$150M$200M$250M$300M 202220232024 $174M $244M ▲ +40.5%
Total plan assets by year, all Leavitt Group Enterprises, Inc. plans on file
Year Plans Participants Total Assets
2022 1 2,505 $174M
2023 1 2,582 $211M
2024 1 2,881 $244M

Nearby 401(k) Plans in Utah

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

The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan vs. nearby 401(k) plans in Utah, assets vs. participants

The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants The Leavitt Group Pr…Intermountain Health…Deseret 401(k) PlanZions Bancorporation…Skywest, Inc. Employ…Rio Tinto America In…
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare The Leavitt Group Profit Sharing and Ret… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan assets move in 2024? ▼
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan grew sharply - up 16.0% during 2024, from $211M to $244M. Reported net income was $34M.
How have Leavitt Group Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leavitt Group Enterprises, Inc.'s sponsor-wide assets grew 40.5%, from $174M to $244M.
Where does The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Masimo Retirement Savings Plan in CA ($244M, 1,627 participants).

Next read for The Leavitt Group Profit Sharing and Ret…

Filing takeaways

Ways to act on The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan's numbers.

  • By total assets, The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Utah. Compare plans
  • Leavitt Group Enterprises, Inc.'s sponsor-wide assets have grown 40.5% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 880090855.

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.