401(k) · DOL Form 5500 · 2024
Sam Leman I, LLC 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 428
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $78,809
- Avg per participant Below avg balance/head
Official DOL plan name: Sam Leman I, LLC 401(k) Plan · Sponsored by Sam Leman I, LLC · Illinois · Retail Trade
$34M in assets, 428 participants
Sam Leman I, LLC's Sam Leman I, LLC 401(k) Plan reported $34M in total assets and 428 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #7,042 in Retail Trade (8,048 peers)
Where Sam Leman I, LLC 401(k) Plan sits by assets
Sam Leman I, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $34M for 428 participants (~$78,809/participant), up 15.6% in 2024.
- #7,042
- in Retail Trade (8,048 peers)
- +15.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Sam Leman I, LLC 401(k) Plan's outsized position by total assets
Sam Leman I, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,730,429 Top 21% higher than 79% 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
Sam Leman I, LLC 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. Sam Leman I, LLC 401(k) Plan sits mid-pack in the medium band (428 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sam Leman I, LLC 401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Sam Leman I, LLC 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Sam Leman I, LLC 401(k) Plan reported participants rose from 384 in the plan year 2023 filing to 428 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 742939491 · Sam Leman I, LLC PY 2024 · 401(k)
Sam Leman I, LLC 401(k) Plan · $34M · 428 · 79th
- BOY $34M
- SCH 428
- EBSA 79th
- PART 401(k)
- TYPE near Efpr Group LLP 401(k) Profit Sharing Plan
- NET ind #7042
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 →
Sam Leman I, LLC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $5M |
| Employer EIN | 742939491 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sam Leman I, LLC)
Sponsor-wide plan assets over time
All Sam Leman I, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 40.764295751163274% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 366 | $24M |
| 2023 | 1 | 384 | $29M |
| 2024 | 1 | 428 | $34M |
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
Sam Leman I, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Efpr Group LLP 401(k) Profit Sharing Plan in NY ($34M); by covered participants it is Saber Fitness/Planet Fitness-401 in CA (428 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Efpr Group LLP 401(k) Profit Sharing Plan (NY) $34M · 159
- Astrup Companies 401(k) Plan (MN) $34M · 442
- G S Long Co Inc 401(k) Profit Sharing Plan (WA) $34M · 177
- Intat Precision, Inc. Retirement Savings Plan (IN) $34M · 371
Similar participant headcount
Nearest other-state filings by covered participants (428 participants); asset peers above are excluded.
- Saber Fitness/Planet Fitness-401 (CA) 428 · 0 off
- Elite Roofing Supply 401(k) Plan (AZ) 428 · 0 off
- East Manufacturing Corporation 401(k) Plan (OH) 428 · 0 off
- Trout-Blue Chelan Magi LLC 401(k) Plan (WA) 428 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.