401(k) · DOL Form 5500 · 2024
Leavitt Group Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $244M
- Total assets Near avg plan size
- 2,881
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $84,739
- Avg per participant Below avg balance/head
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.
- #7,862 in Finance & Insurance (8,549 peers)
Coverage in Utah
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan covers 2,881 participants in Utah, 4.9x the typical Utah plan (state average ~592 per filing). Assets: $244M.
- #7,862
- in Finance & Insurance (8,549 peers)
- +16.0%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan's outsized position by total assets
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$244,134,141 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan lands in the large band (2,881 participants).
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.
Published 5500 schedule card
Filing strip 880090855 · Leavitt Group Enterprises, Inc. PY 2024 · 401(k)
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan · $244M · 2,881 · 95th
- BOOK $244M
- VS-ST 2,881
- BOY 95th
- SCH 401(k)
- EBSA near Masimo Retirement Savings Plan
- PART ind #7862
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 Finance & Insurance retirement plans → · Plans in Utah →
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $211M |
|---|---|
| Net Assets (End of Year) | $244M |
| Net Income | $34M |
| Employer EIN | 880090855 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Leavitt Group Enterprises, Inc.)
Sponsor-wide plan assets over time
All Leavitt Group Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $244M 40.45933075477397% vs 2022
- 2024 filing year
| 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.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Masimo Retirement Savings Plan in CA ($244M); by covered participants it is Black Hills Corporation 401(k) Retirement Savings Plan in SD (2,881 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($244M here).
- Masimo Retirement Savings Plan (CA) $244M · 1,627
- Sebmg 401(k) Profit-Share Plan (CA) $244M · 402
- Gibbons P.C. Thrift Savings Plan & Trust (NJ) $244M · 285
- Rogers Employee Savings and Retirement Plan (AZ) $245M · 1,172
Similar participant headcount
Nearest other-state filings by covered participants (2,881 participants); asset peers above are excluded.
- Black Hills Corporation 401(k) Retirement Savings Plan (SD) 2,881 · 0 off
- Realpage, Inc. 401(k) Retirement Plan (TX) 2,879 · 2 off
- Falls of Neuse Management LLC 401(k) Plan (NC) 2,879 · 2 off
- Securian Financial Group, Inc. Performance Share Plan (MN) 2,878 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.