401(k) · DOL Form 5500 · 2024

Lavitt Group, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets: 61
Participants Small participant base: 68th
Percentile by assets National rank: $286,418
Avg per participant High balance/head

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Official DOL plan name: Lavitt Group, Inc. 401(k) Plan · Sponsored by Lavitt Group, Inc. · New York · Retail Trade

$17M in assets, 61 participants

Lavitt Group, Inc.'s Lavitt Group, Inc. 401(k) Plan reported $17M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

#6,306 in Retail Trade (8,048 peers)

Lavitt Group, Inc. multi-year trail

Lavitt Group, Inc.'s plans moved +26.2% in assets from 2022 to 2024; this filing shows Lavitt Group, Inc. 401(k) Plan at $17M / 61 participants.

#6,306
in Retail Trade (8,048 peers): +11.5%
assets growth YoY

Lavitt Group, Inc. 401(k) Plan's outsized position by total assets

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

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

$17,471,488 Top 32% higher than 68% 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

Lavitt Group, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lavitt Group, Inc. 401(k) Plan is a small filing (61 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Lavitt Group, Inc. 401(k) Plan reported participants fell from 72 in the plan year 2023 filing to 61 in the plan year 2024 filing.
Lavitt Group, Inc. 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 863159249 · Lavitt Group, Inc. PY 2024 · 401(k)

Lavitt Group, Inc. 401(k) Plan · $17M · 61 · 68th

EBSA $17M
PART 61
TYPE 68th
NET 401(k)
BOOK near Bluedog Design Retirement Plan
VS-ST ind #6306

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 Retail Trade retirement plans → · Plans in New York →

End-of-year total assets ($M) among Lavitt Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lavitt Group, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $17M 26.19931871173532% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	73	$14M
2023	1	72	$16M
2024	1	61	$17M

Lavitt Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$16M
Net Assets (End of Year)	$17M
Net Income	$2M
Employer EIN	863159249
Plan Effective Date	1993-08-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Lavitt Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Lavitt Group, Inc. 401(k) Plan side-by-side with 3 peers →

Lavitt 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 Bluedog Design Retirement Plan in IL ($17M); by covered participants it is Rockset 401(k) Plan in CA (61 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Bluedog Design Retirement Plan (IL) $17M · 41
Total Fire Protection, Inc. 401(k) Retirement Plan (MI) $17M · 493
Motor Truck Equipment Co. 401(k) Plan (PA) $17M · 292
Environmental Safety and Healt 401(k) Profit Sharing Plan & Trust (LA) $17M · 248

Similar participant headcount

Nearest other-state filings by covered participants (61 participants); asset peers above are excluded.

Rockset 401(k) Plan (CA) 61 · 0 off
Dynamic Design Solutions 401(k) Plan (NC) 61 · 0 off
Open Sky Wilderness 401(k) Plan (CO) 61 · 0 off
Kentland Bank Employees' Savings & Profit Sharing Plan (IN) 61 · 0 off

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 Lavitt Group, Inc. 401(k) Plan assets move in 2024? ▼

Lavitt Group, Inc. 401(k) Plan grew at a solid clip - up 11.5% during 2024, from $16M to $17M. Reported net income was $2M.

How have Lavitt Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lavitt Group, Inc.'s sponsor-wide assets grew 26.2%, from $14M to $17M.

Which 401(k) plans are similar in size to Lavitt Group, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bluedog Design Retirement Plan in IL ($17M, 41 participants).

Which 401(k) plans cover a similar participant headcount to Lavitt Group, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Rockset 401(k) Plan in CA (61 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 863159249.