Other · DOL Form 5500 · 2024
Leo, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 111
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $53,247
- Avg per participant Low balance/head
Official DOL plan name: Leo, Inc. 403(b) Plan · Sponsored by Leo, Inc. · Massachusetts · Other Services
$6M in assets, 111 participants
Leo, Inc.'s Leo, Inc. 403(b) Plan reported $6M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #5,129 in Other Services (7,719 peers)
Coverage in Massachusetts
Leo, Inc. 403(b) Plan covers 111 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.
- #5,129
- in Other Services (7,719 peers)
- +0.2%
- assets growth YoY
Leo, Inc. 403(b) Plan's mid-pack asset rank among Other Services and all filers
Leo, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,910,429 45th percentile higher than 45% 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
Leo, Inc. 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leo, Inc. 403(b) Plan sits mid-pack in the medium band (111 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Leo, Inc. 403(b) Plan reported net income fell from $674K in the plan year 2023 filing to $11K in the plan year 2024 filing.
- Leo, Inc. 403(b) Plan reported participants rose from 108 in the plan year 2023 filing to 111 in the plan year 2024 filing.
DOL schedule card
Filing strip 042378885 · Leo, Inc. PY 2024 · Other
Leo, Inc. 403(b) Plan · $6M · 111 · 45th
- PCT $6M
- PCT 111
- PCT 45th
- PCT Other
- PCT near Kelberman Center, Inc. 403(b) Plan
- PCT ind #5129
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 Other Services retirement plans → · Plans in Massachusetts →
Leo, Inc. 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $11K |
| Employer EIN | 042378885 |
| Plan Effective Date | 1969-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Leo, Inc.)
Sponsor-wide plan assets over time
All Leo, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 13.127525087222455% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 112 | $5M |
| 2023 | 1 | 108 | $6M |
| 2024 | 1 | 111 | $6M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Leo, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Kelberman Center, Inc. 403(b) Plan in NY ($6M); by covered participants it is Camino Health Center Retirement Plan in CA (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.