401(k) · DOL Form 5500 · 2024

The Leona Group, LLC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
912
Participants Near avg headcount
80th
Percentile by assets National rank
$40,539
Avg per participant Low balance/head
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Official DOL plan name: The Leona Group, LLC Employee Deferred Compensation Plan · Sponsored by The Leona Group, LLC · Michigan · Educational Services

$37M in assets, 912 participants

The Leona Group, LLC's The Leona Group, LLC Employee Deferred Compensation Plan reported $37M in total assets and 912 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,411 in Educational Services (3,638 peers)

Where The Leona Group, LLC Employee Deferred Compensation Plan sits by assets

The Leona Group, LLC Employee Deferred Compensation Plan sits in the top quartile of all filed plans by assets, $37M for 912 participants (~$40,539/participant), up 17.3% in 2024.

#2,411
in Educational Services (3,638 peers)
+17.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Leona Group, LLC Employee Deferred Compensation Plan's outsized position by total assets

The Leona Group, LLC Employee Deferred Compensation Plan vs every filed plan by assets

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

$36,971,270 Top 20% higher than 80% 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

The Leona Group, LLC Employee Deferred Compensation 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. The Leona Group, LLC Employee Deferred Compensation Plan sits mid-pack in the medium band (912 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Leona Group, LLC Employee Deferred Compensation Plan reported participants fell from 1,899 in the plan year 2023 filing to 912 in the plan year 2024 filing.
  • The Leona Group, LLC Employee Deferred Compensation Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Leona Group, LLC Employee Deferred Compensation Plan end-of-year assets rose from $32M in the plan year 2023 filing to $37M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 383311066 · The Leona Group, LLC PY 2024 · 401(k)

The Leona Group, LLC Employee Deferred Compensation Plan · $37M · 912 · 80th

  • TYPE $37M
  • TYPE 912
  • TYPE 80th
  • TYPE 401(k)
  • TYPE near The 401(k) Plan for Salaried Employees of Finch Paper LLC
  • TYPE ind #2411

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 Educational Services retirement plans → · Plans in Michigan →

The Leona Group, LLC Employee Deferred Compensation Plan in the asset neighbourhood

The Leona Group, LLC Employee Deferred Compensation PlanThe Leona Group, LLC Employe…$37MThe 401(k) Plan for Salaried Employees of Finch Paper LLCThe 401(k) Plan for Salaried…$37MAlphasense, Inc. 401(k) Plan$37MHopewell Health Centers, Inc. Retirement PlanHopewell Health Centers, Inc…$37MV-Soft Consulting Group Retirement PlanV-Soft Consulting Group Reti…$37M
End-of-year total assets ($M) among The Leona Group, LLC Employee Deferred Compensation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$37M
Net Income$5M
Employer EIN383311066
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Leona Group, LLC)

Sponsor-wide plan assets over time

All The Leona Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$37M 36.42640269808723% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.1M $37M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 1,526 $27M
2023 1 1,899 $32M
2024 1 912 $37M

Nearby 401(k) Plans in Michigan

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

The Leona Group, LLC Employee Deferred Compensation Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants The Leona Group, LLC Employee Deferred Compensation Plan, Total assets ($B): 0.03697127 · Participants: 912The Leona Group, LLC Employee Deferred Compensation PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
The Leona Group, LLC Employee Deferred Compensation Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare The Leona Group, LLC Employee Deferred Compensation Plan side-by-side with 3 peers →

The Leona Group, LLC Employee Deferred Compensation Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is The 401(k) Plan for Salaried Employees of Finch Paper LLC in NY ($37M); by covered participants it is Gt Services LLC Savings and Investment Plan in PA (912 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (912 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 The Leona Group, LLC Employee Deferred Compensation Plan assets move in 2024? ▼
The Leona Group, LLC Employee Deferred Compensation Plan grew sharply - up 17.3% during 2024, from $32M to $37M. Reported net income was $5M.
How have The Leona Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Leona Group, LLC's sponsor-wide assets grew 36.4%, from $27M to $37M.
Where does The Leona Group, LLC Employee Deferred Compensation Plan rank by assets among Form 5500 filers? ▼
The Leona Group, LLC Employee Deferred Compensation Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Leona Group, LLC Employee Deferred Compensation Plan? ▼
Among 401(k) plans in other states, the closest by assets is The 401(k) Plan for Salaried Employees of Finch Paper LLC in NY ($37M, 166 participants).
Which 401(k) plans cover a similar participant headcount to The Leona Group, LLC Employee Deferred Compensation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gt Services LLC Savings and Investment Plan in PA (912 participants, $175M 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 383311066.

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.