Defined Benefit (Pension) · DOL Form 5500 · 2024
Leverty Financial Group, LLC Pension Plan
Data updated 2026-08-25
- $563K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $80,383
- Avg per participant Below avg balance/head
Official DOL plan name: Leverty Financial Group Cash Balance Pension Plan · Sponsored by Leverty Financial Group, LLC · Wisconsin · Finance & Insurance
$563K in assets, 7 participants
Leverty Financial Group, LLC's Leverty Financial Group Cash Balance Pension Plan reported $563K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #865 in Finance & Insurance (8,549 peers)
2024 asset change
Leverty Financial Group Cash Balance Pension Plan surged 50.1% in 2024 ($375K → $563K) for 7 participants.
- #865
- in Finance & Insurance (8,549 peers)
- +50.1%
- assets growth YoY
Leverty Financial Group Cash Balance Pension Plan among the smaller filed plans by assets
Leverty Financial Group Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$562,682 19th percentile higher than 19% 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
Leverty Financial Group Cash Balance Pension Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leverty Financial Group Cash Balance Pension Plan is a micro filing (7 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 853028301 · Leverty Financial Group, LLC PY 2024 · Defined Benefit (Pension)
Leverty Financial Group Cash Balance Pension Plan · $563K · 7 · 19th
- EOY $563K
- EOY 7
- EOY 19th
- EOY Defined Benefit (Pension)
- EOY near Retirement Plan for Employees of City Center Development Co.
- EOY ind #865
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 Wisconsin →
Leverty Financial Group Cash Balance Pension Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $375K |
|---|---|
| Net Assets (End of Year) | $563K |
| Net Income | $188K |
| Employer EIN | 853028301 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
- Harley-Davidson Retirement Plan $1.9B · 1,414
- North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105
Leverty Financial Group Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of City Center Development Co. in TX ($562K); by covered participants it is Financial Alternatives, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($563K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.