401(k) · DOL Form 5500 · 2024

Johannes Leonardo, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
171
Participants Small participant base
60th
Percentile by assets National rank
$71,576
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Johannes Leonardo, LLC 401(k) Retirement Plan and Trust · Sponsored by Johannes Leonardo, LLC · New York · Professional & Technical Services

$12M in assets, 171 participants

Johannes Leonardo, LLC's Johannes Leonardo, LLC 401(k) Retirement Plan and Trust reported $12M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,845 in Professional & Technical Services (20,173 peers)

Coverage in New York

Johannes Leonardo, LLC 401(k) Retirement Plan and Trust covers 171 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $12M.

#11,845
in Professional & Technical Services (20,173 peers)
+33.4%
assets growth YoY

Johannes Leonardo, LLC 401(k) Retirement Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Johannes Leonardo, LLC 401(k) Retirement Plan and Trust vs every filed plan by assets

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

$12,239,551 Top 40% higher than 60% 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

Johannes Leonardo, LLC 401(k) Retirement Plan and Trust 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. Johannes Leonardo, LLC 401(k) Retirement Plan and Trust sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Johannes Leonardo, LLC 401(k) Retirement Plan and Trust end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Johannes Leonardo, LLC 401(k) Retirement Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Johannes Leonardo, LLC 401(k) Retirement Plan and Trust reported participants rose from 156 in the plan year 2023 filing to 171 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 261250713 · Johannes Leonardo, LLC PY 2024 · 401(k)

Johannes Leonardo, LLC 401(k) Retirement Plan and Trust · $12M · 171 · 60th

  • TYPE $12M
  • NET 171
  • BOOK 60th
  • VS-ST 401(k)
  • BOY near Impartner Inc. 401(k) Plan
  • SCH ind #11845

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 New York →

Johannes Leonardo, LLC 401(k) Retirement Plan and Trust in the asset neighbourhood

Johannes Leonardo, LLC 401(k) Retirement Plan and TrustJohannes Leonardo, LLC 401(k…$12MImpartner Inc. 401(k) Plan$12MVirginia Imports, Ltd. Employees' Profit-Sharing and 401(k) PlanVirginia Imports, Ltd. Emplo…$12MAlliance Credit Union 401(k) PlanAlliance Credit Union 401(k)…$12MJeffrey Chain, L.P. 401(k) Retirement Savings PlanJeffrey Chain, L.P. 401(k) R…$12M
End-of-year total assets ($M) among Johannes Leonardo, LLC 401(k) Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN261250713
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Johannes Leonardo, LLC)

Sponsor-wide plan assets over time

All Johannes Leonardo, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 79.06704112167964% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $6.84M $12.2M ▲ +78.9%
Year Plans Participants Total Assets
2022 1 162 $7M
2023 1 156 $9M
2024 1 171 $12M

Nearby 401(k) Plans in New York

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

Johannes Leonardo, LLC 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Johannes Leonardo, LLC 401(k) Retirement Plan and Trust, Total assets ($B): 0.012239551 · Participants: 171Johannes Leonardo, LLC 401(k) Retirement Plan and TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Johannes Leonardo, LLC 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Johannes Leonardo, LLC 401(k) Retirement Plan and Trust side-by-side with 3 peers →

Johannes Leonardo, LLC 401(k) Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Impartner Inc. 401(k) Plan in UT ($12M); by covered participants it is Life Tech Inc in NJ (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Johannes Leonardo, LLC 401(k) Retirement Plan and Trust assets move in 2024? ▼
Johannes Leonardo, LLC 401(k) Retirement Plan and Trust surged - up 33.4% during 2024, from $9M to $12M. Reported net income was $3M.
How have Johannes Leonardo, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Johannes Leonardo, LLC's sponsor-wide assets grew 79.1%, from $7M to $12M.
Which 401(k) plans are similar in size to Johannes Leonardo, LLC 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Impartner Inc. 401(k) Plan in UT ($12M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Johannes Leonardo, LLC 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Life Tech Inc in NJ (171 participants, $60K 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 261250713.

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.