ESOP · DOL Form 5500 · 2024

Level 10 Holdings, Co. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
138
Participants Small participant base
72nd
Percentile by assets National rank
$158,042
Avg per participant Above avg balance/head
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Official DOL plan name: Level 10 Employee Stock Ownership Plan · Sponsored by Level 10 Holdings, Co. · Illinois · Wholesale Trade

$22M in assets, 138 participants

Level 10 Holdings, Co.'s Level 10 Employee Stock Ownership Plan reported $22M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,162 in Wholesale Trade (6,080 peers)

Coverage in Illinois

Level 10 Employee Stock Ownership Plan covers 138 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $22M.

#4,162
in Wholesale Trade (6,080 peers)
+7.3%
assets growth YoY

Level 10 Employee Stock Ownership Plan's outsized position by total assets

Level 10 Employee Stock Ownership Plan vs every filed plan by assets

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

$21,809,786 Top 28% higher than 72% 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

Level 10 Employee Stock Ownership 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. Level 10 Employee Stock Ownership Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Level 10 Employee Stock Ownership Plan reported net income fell from $10M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Level 10 Employee Stock Ownership Plan reported participants rose from 108 in the plan year 2023 filing to 138 in the plan year 2024 filing.
  • Level 10 Employee Stock Ownership Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 811533186 · Level 10 Holdings, Co. PY 2024 · ESOP

Level 10 Employee Stock Ownership Plan · $22M · 138 · 72nd

  • VS-ST $22M
  • BOY 138
  • SCH 72nd
  • EBSA ESOP
  • PART near Pennsylvania Tool Sales & Services Employee Stock Ownership Plan
  • TYPE ind #4162

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 What is an ESOP? → · Plans in Illinois →

Level 10 Employee Stock Ownership Plan in the asset neighbourhood

Dennis Beverage Company Employee Stock Ownership PlanDennis Beverage Company Empl…$22MLevel 10 Employee Stock Ownership PlanLevel 10 Employee Stock Owne…$22MPennsylvania Tool Sales & Services Employee Stock Ownership PlanPennsylvania Tool Sales & Se…$22MThe Production Management Group, Ltd. ESOPThe Production Management Gr…$22MThe Denver Wholesale Florists Company Employee Stock Ownership Plan and TrustThe Denver Wholesale Florist…$22M
End-of-year total assets ($M) among Level 10 Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN811533186
Plan Effective Date2016-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Level 10 Holdings, Co.)

Sponsor-wide plan assets over time

All Level 10 Holdings, Co. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 102.56657432970565% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $10.8M $21.8M ▲ +102.5%
Year Plans Participants Total Assets
2022 1 103 $11M
2023 1 108 $20M
2024 1 138 $22M

Nearby ESOP Plans in Illinois

Peer ESOP plans, same state, same plan type, ranked by total assets.

Level 10 Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000 -101234 Total assets ($B) Participants Level 10 Employee Stock Ownership Plan, Total assets ($B): 0.021809786 · Participants: 138Level 10 Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
Level 10 Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Level 10 Employee Stock Ownership Plan side-by-side with 3 peers →

Level 10 Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Pennsylvania Tool Sales & Services Employee Stock Ownership Plan in OH ($22M); by covered participants it is Total Water Treatment Systems, Inc. Employee Stock Ownership Plan in WI (138 participants). Same-state nearby plans are listed separately above.

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 Level 10 Employee Stock Ownership Plan assets move in 2024? ▼
Level 10 Employee Stock Ownership Plan grew at a solid clip - up 7.3% during 2024, from $20M to $22M. Reported net income was $2M.
How have Level 10 Holdings, Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Level 10 Holdings, Co.'s sponsor-wide assets grew 102.6%, from $11M to $22M.
Which ESOP plans are similar in size to Level 10 Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pennsylvania Tool Sales & Services Employee Stock Ownership Plan in OH ($22M, 157 participants).
Which ESOP plans cover a similar participant headcount to Level 10 Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Total Water Treatment Systems, Inc. Employee Stock Ownership Plan in WI (138 participants, $17M 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 811533186.

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.