401(k) · DOL Form 5500 · 2024
LEVATA 401(k) Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 515
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $81,475
- Avg per participant Below avg balance/head
Official DOL plan name: Levata 401(k) Plan · Sponsored by LEVATA · Illinois · Retail Trade
$42M in assets, 515 participants
LEVATA's Levata 401(k) Plan reported $42M in total assets and 515 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #7,223 in Retail Trade (8,048 peers)
Where Levata 401(k) Plan sits by assets
Levata 401(k) Plan sits in the top quartile of all filed plans by assets, $42M for 515 participants (~$81,475/participant), up 12.7% in 2024.
- #7,223
- in Retail Trade (8,048 peers)
- +12.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Levata 401(k) Plan's outsized position by total assets
Levata 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,959,519 Top 18% higher than 82% 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
Levata 401(k) 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. Levata 401(k) Plan sits mid-pack in the medium band (515 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Levata 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Levata 401(k) Plan end-of-year assets rose from $37M in the plan year 2023 filing to $42M in the plan year 2024 filing.
- Levata 401(k) Plan reported participants fell from 532 in the plan year 2023 filing to 515 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 203290210 · LEVATA PY 2024 · 401(k)
Levata 401(k) Plan · $42M · 515 · 82nd
- ASSETS $42M
- ASSETS 515
- ASSETS 82nd
- ASSETS 401(k)
- ASSETS near Nextiva 401(k) Plan
- ASSETS ind #7223
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 Illinois →
Levata 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $3M |
| Employer EIN | 203290210 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (LEVATA)
Sponsor-wide plan assets over time
All LEVATA plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 46.09339485945905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 464 | $29M |
| 2023 | 1 | 532 | $37M |
| 2024 | 1 | 515 | $42M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Levata 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Nextiva 401(k) Plan in AZ ($42M); by covered participants it is Continuums Foundation Employee 401(k) Savings Trust in MN (515 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Nextiva 401(k) Plan (AZ) $42M · 760
- Hartland 401(k) Retirement Plan Trust (NC) $42M · 4,915
- Abry Partners III, LLC 401(k) Plan (MA) $42M · 108
- Asure Operations LLC 401(k) Retirement Plan (TX) $42M · 560
Similar participant headcount
Nearest other-state filings by covered participants (515 participants); asset peers above are excluded.
- Continuums Foundation Employee 401(k) Savings Trust (MN) 515 · 0 off
- Activus Connect LLC 401(k) Profit Sharing Plan & Trust (FL) 515 · 0 off
- Boeing Encore Interiors, LLC 401(k) Plan (CA) 515 · 0 off
- Alliance Residential Realty 401(k) Plan (AZ) 515 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.