401(k) · DOL Form 5500 · 2024

John E. Leonard, IV 401(k) Plan

Data updated 2026-08-25

$447K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$223,548
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Leonard 401(k) Plan · Sponsored by John E. Leonard, IV · Rhode Island · Real Estate

$447K in assets, 2 participants

John E. Leonard, IV's Leonard 401(k) Plan reported $447K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,308 in Real Estate (4,605 peers)

John E. Leonard, IV multi-year trail

John E. Leonard, IV's plans moved +24.7% in assets from 2022 to 2024; this filing shows Leonard 401(k) Plan at $447K / 2 participants.

#1,308
in Real Estate (4,605 peers)
+0.9%
assets growth YoY

Leonard 401(k) Plan among the smaller filed plans by assets

Leonard 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$447,095 17th percentile higher than 17% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Leonard 401(k) 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. Leonard 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Leonard 401(k) Plan reported net income fell from $85K in the plan year 2023 filing to $4K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 475093744 · John E. Leonard, IV PY 2024 · 401(k)

Leonard 401(k) Plan · $447K · 2 · 17th

  • EOY $447K
  • EOY 2
  • EOY 17th
  • EOY 401(k)
  • EOY near Depac Distributing, Inc. 401(k) Plan
  • EOY ind #1308

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 Real Estate retirement plans → · Plans in Rhode Island →

Leonard 401(k) Plan in the asset neighbourhood

Leonard 401(k) Plan$447KDepac Distributing, Inc. 401(k) PlanDepac Distributing, Inc. 401…$447KHillpost Holdings, Inc. 401(k) PlanHillpost Holdings, Inc. 401(…$447K3tc Inc. Retirement Plan$447KSeven & One Retirement Plan$447K
End-of-year total assets ($M) among Leonard 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

John E. Leonard, IV multi-year asset trail

Sponsor-wide plan assets over time

All John E. Leonard, IV plans reported in each filing year

Latest sponsor-wide plan assets
$447K 24.747140772486684% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M 202220232024 $0.36M $0.45M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 2 $358K
2023 1 2 $443K
2024 1 2 $447K

John E. Leonard, IV filing trail (2024)

Total Assets (Beginning of Year)$443K
Net Assets (End of Year)$447K
Net Income$4K
Employer EIN475093744
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

Leonard 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Leonard 401(k) Plan, Total assets ($B): 0.000447095 · Participants: 2Leonard 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Leonard 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Leonard 401(k) Plan side-by-side with 3 peers →

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

Outside Rhode Island, the nearest 401(k) by assets is Depac Distributing, Inc. 401(k) Plan in FL ($447K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($447K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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.

Frequently Asked Questions

How did Leonard 401(k) Plan assets move in 2024? ▼
Leonard 401(k) Plan held essentially flat - up 0.9% during 2024, from $443K to $447K. Reported net income was $4K.
How have John E. Leonard, IV plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John E. Leonard, IV's sponsor-wide assets grew 24.7%, from $358K to $447K.
Where does Leonard 401(k) Plan rank by assets among Form 5500 filers? ▼
Leonard 401(k) Plan ranks in the 17th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Leonard 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Depac Distributing, Inc. 401(k) Plan in FL ($447K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Leonard 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 475093744.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.