401(k) · DOL Form 5500 · 2023

The Levy Company, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 149
Participants Small participant base: 49th
Percentile by assets National rank: $43,429
Avg per participant Low balance/head

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Official DOL plan name: The Levy Company 401(k) Plan · Sponsored by The Levy Company, Inc. · Texas · Construction

$6M in assets, 149 participants

The Levy Company, Inc.'s The Levy Company 401(k) Plan reported $6M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

#4,312 in Construction (9,030 peers)

Coverage in Texas

The Levy Company 401(k) Plan covers 149 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#4,312
in Construction (9,030 peers): +24.9%
assets growth YoY

The Levy Company 401(k) Plan's mid-pack asset rank among Construction and all filers

The Levy Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,470,899 49th percentile higher than 49% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Levy Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Levy Company 401(k) Plan sits mid-pack in the medium band (149 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

The Levy Company 401(k) Plan reported net income rose from $936K in the plan year 2022 filing to $1M in the plan year 2023 filing.
The Levy Company 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
The Levy Company 401(k) Plan reported participants rose from 147 in the plan year 2022 filing to 149 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 742942371 · The Levy Company, Inc. PY 2023 · 401(k)

The Levy Company 401(k) Plan · $6M · 149 · 49th

NET $6M
BOOK 149
VS-ST 49th
BOY 401(k)
SCH near The Hollister Group Inc Retirement Plan
EBSA ind #4312

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 Construction retirement plans → · Plans in Texas →

End-of-year total assets ($M) among The Levy Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$1M
Employer EIN	742942371
Plan Effective Date	2005-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Levy Company, Inc.)

Latest sponsor-wide plan assets: $5M 73.53490827179382% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	287	$18M
2023	2	292	$21M
2024	1	165	$5M

Nearby 401(k) Plans in Texas

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

The Levy Company 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare The Levy Company 401(k) Plan side-by-side with 3 peers →

The Levy Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Hollister Group Inc Retirement Plan in MA ($6M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

The Hollister Group Inc Retirement Plan (MA) $6M · 289
Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust (FL) $6M · 36
Hitn 401(k) Plan (NY) $6M · 54
Manning Regional Healthcare Center 401(k) Plan (IA) $6M · 129

Similar participant headcount

Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.

Mariner Wealth Advisors Pooled Employer Plan (FL) 149 · 0 off
Bender Warehouse Co. 401(k) Plan (NV) 149 · 0 off
Aleutian Pribilof Islands Association Inc. 401(k) Plan (AK) 149 · 0 off
Cavenaugh Ford Company Salary Deferral 401(k) Plan (AR) 149 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Levy Company 401(k) Plan assets move in 2023? ▼

The Levy Company 401(k) Plan grew sharply - up 24.9% during 2023, from $5M to $6M. Reported net income was $1M.

How have The Levy Company, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Levy Company, Inc.'s sponsor-wide assets declined 73.5%, from $18M to $5M.

Which 401(k) plans are similar in size to The Levy Company 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Hollister Group Inc Retirement Plan in MA ($6M, 289 participants).

Which 401(k) plans cover a similar participant headcount to The Levy Company 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 742942371.