401(k) · DOL Form 5500 · 2024
Levine, Staller, Sklar, Chan & Brown, P.a. 401(k) Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 24
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $2.6M
- Avg per participant High balance/head
Official DOL plan name: Levine & Staller, P.a. 401(k) Safe Harbor Profit Sharing Plan · Sponsored by Levine, Staller, Sklar, Chan & Brown, P.a. · Pennsylvania · Professional & Technical Services
$62M in assets, 24 participants
Levine, Staller, Sklar, Chan & Brown, P.a.'s Levine & Staller, P.a. 401(k) Safe Harbor Profit Sharing Plan reported $62M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #17,645 in Professional & Technical Services (20,173 peers)
Where Levine & Staller, P.a. 401(k) Safe Harbor Profit Sharing Plan sits by assets
Levine & Staller, P.a. 401(k) Safe Harbor Profit Sharing Plan sits in the top quartile of all filed plans by assets, $62M for 24 participants (~$2.6M/participant), up 13.5% in 2024.
- #17,645
- in Professional & Technical Services (20,173 peers)
- +13.5%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Levine & Staller, P.a. 401(k) Safe Harbor Profit Sharing Plan's outsized position by total assets
Levine & Staller, P.a. 401(k) Safe Harbor Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$62,167,883 Top 14% higher than 86% 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
Levine & Staller, P.a. 401(k) Safe Harbor Profit Sharing 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. Levine & Staller, P.a. 401(k) Safe Harbor Profit Sharing Plan is a small filing (24 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Levine & Staller, P.a. 401(k) Safe Harbor Profit Sharing Plan end-of-year assets rose from $55M in the plan year 2023 filing to $62M in the plan year 2024 filing.
- Levine & Staller, P.a. 401(k) Safe Harbor Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Levine & Staller, P.a. 401(k) Safe Harbor Profit Sharing Plan reported participants rose from 23 in the plan year 2023 filing to 24 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 222255958 · Levine, Staller, Sklar, Chan & Brown, P.a. PY 2024 · 401(k)
Levine & Staller, P.a. 401(k) Safe Harbor Profit Sharing Plan · $62M · 24 · 86th
- EOY $62M
- EOY 24
- EOY 86th
- EOY 401(k)
- EOY near Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a
- EOY ind #17645
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 Pennsylvania →
Levine & Staller, P.a. 401(k) Safe Harbor Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $7M |
| Employer EIN | 222255958 |
| Plan Effective Date | 1979-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Levine, Staller, Sklar, Chan & Brown, P.a.)
Sponsor-wide plan assets over time
All Levine, Staller, Sklar, Chan & Brown, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 32.892217470973065% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $47M |
| 2023 | 1 | 23 | $55M |
| 2024 | 1 | 24 | $62M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Levine & Staller, P.a. 401(k) Safe Harbor Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan a in DC ($62M); by covered participants it is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- Dog House Ventures, Inc. 401(k) Plan (DE) 24 · 0 off
- Post Insurance Services, Inc. 401(k) Plan (ID) 24 · 0 off
- Iqa Solutions, Inc. 401(k) Plan (CA) 24 · 0 off
- G Group Ventures, Inc. 401(k) Profit Sharing Plan (TX) 24 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.