401(k) · DOL Form 5500 · 2024
Levin, Papantonio, Proctor, Buchanan, O'brien, Barr & Mougey, P.a. 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 179
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $184,013
- Avg per participant Above avg balance/head
Official DOL plan name: Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan · Sponsored by Levin, Papantonio, Proctor, Buchanan, O'brien, Barr & Mougey, P.a. · Florida · Professional & Technical Services
$33M in assets, 179 participants
Levin, Papantonio, Proctor, Buchanan, O'brien, Barr & Mougey, P.a.'s Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan reported $33M in total assets and 179 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.
- #15,928 in Professional & Technical Services (20,173 peers)
Coverage in Florida
Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan covers 179 participants in Florida, about 28% of the average Florida filer (state average ~628 per filing). Assets: $33M.
- #15,928
- in Professional & Technical Services (20,173 peers)
- +7.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan's outsized position by total assets
Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,938,265 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
Levin Papantonio Et. Al. PA 401(k) Profit Sharing 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. Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan sits mid-pack in the medium band (179 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan end-of-year assets rose from $31M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan reported participants fell from 188 in the plan year 2023 filing to 179 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 591266412 · Levin, Papantonio, Proctor, Buchanan, O'brien, Barr & Mougey, P.a. PY 2024 · 401(k)
Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan · $33M · 179 · 79th
- PCT $33M
- EIN 179
- RANK 79th
- PHOTO 401(k)
- IND near Feldman Automotive 401(k) Plan & Trust
- EOY ind #15928
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 Professional & Technical Services retirement plans → · Plans in Florida →
Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $2M |
| Employer EIN | 591266412 |
| Plan Effective Date | 1978-01-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Levin, Papantonio, Proctor, Buchanan, O'brien, Barr & Mougey, P.a.)
Sponsor-wide plan assets over time
All Levin, Papantonio, Proctor, Buchanan, O'brien, Barr & Mougey, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 30.23587972387432% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 213 | $25M |
| 2023 | 1 | 188 | $31M |
| 2024 | 1 | 179 | $33M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Levin Papantonio Et. Al. PA 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Feldman Automotive 401(k) Plan & Trust in MI ($33M); by covered participants it is Davies Life & Health, Inc. in MA (179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Feldman Automotive 401(k) Plan & Trust (MI) $33M · 1,045
- SEIU Local 503 Retirement Plan (OR) $33M · 171
- Bentley 401(k) Plan (CA) $33M · 420
- Viaflex 401(k) Plan (SD) $33M · 401
Similar participant headcount
Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.
- Davies Life & Health, Inc. (MA) 179 · 0 off
- Pubco Corporation and Subsidiaries 401(k) Plan (OH) 179 · 0 off
- Capital Healthcare Mso, Inc. 401(k) Plan (VA) 179 · 0 off
- Ascom (US), Inc. Retirement Plan (NC) 179 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.