401(k) · DOL Form 5500 · 2024

Lavie Holdco LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
5,117
Participants Above avg headcount
81st
Percentile by assets National rank
$7,333
Avg per participant Low balance/head
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Official DOL plan name: Lavie Holdco 401(k) Plan · Sponsored by Lavie Holdco LLC · Florida · Healthcare & Social Assistance

$38M in assets, 5,117 participants

Lavie Holdco LLC's Lavie Holdco 401(k) Plan reported $38M in total assets and 5,117 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,099 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Lavie Holdco 401(k) Plan covers 5,117 participants in Florida, 8.1x the typical Florida plan (state average ~628 per filing). Assets: $38M.

#14,099
in Healthcare & Social Assistance (16,916 peers)
-5.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lavie Holdco 401(k) Plan's outsized position by total assets

Lavie Holdco 401(k) Plan vs every filed plan by assets

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

$37,523,911 Top 19% higher than 81% 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

Lavie Holdco 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lavie Holdco 401(k) Plan lands in the large band (5,117 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lavie Holdco 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Lavie Holdco 401(k) Plan reported participants fell from 8,870 in the plan year 2023 filing to 5,117 in the plan year 2024 filing.
  • Lavie Holdco 401(k) Plan end-of-year assets fell from $40M in the plan year 2023 filing to $38M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 873131400 · Lavie Holdco LLC PY 2024 · 401(k)

Lavie Holdco 401(k) Plan · $38M · 5,117 · 81st

  • PCT $38M
  • PCT 5,117
  • PCT 81st
  • PCT 401(k)
  • PCT near Salsify, Inc. 401(k) Plan
  • PCT ind #14099

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Lavie Holdco 401(k) Plan in the asset neighbourhood

Kowa Pharmaceuticals America, Inc. 401(k) PlanKowa Pharmaceuticals America…$38MStrike Technologies LLC 401(k) PlanStrike Technologies LLC 401(…$38MLavie Holdco 401(k) Plan$38MSalsify, Inc. 401(k) Plan$38MBiggs Cardosa Associates 401(k) PlanBiggs Cardosa Associates 401…$38M
End-of-year total assets ($M) among Lavie Holdco 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$38M
Net Income-$2M
Employer EIN873131400
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lavie Holdco LLC)

Sponsor-wide plan assets over time

All Lavie Holdco LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 2.0305089373613847% vs 2022
2024 filing year
$37M$38M$39M$40M 202220232024 $38.3M $37.5M ▼ -2.0%
Year Plans Participants Total Assets
2022 1 9,555 $38M
2023 1 8,870 $40M
2024 1 5,117 $38M

Nearby 401(k) Plans in Florida

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

Lavie Holdco 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Lavie Holdco 401(k) Plan, Total assets ($B): 0.037523911 · Participants: 5117Lavie Holdco 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Lavie Holdco 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Lavie Holdco 401(k) Plan side-by-side with 3 peers →

Lavie Holdco 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Salsify, Inc. 401(k) Plan in MA ($38M); by covered participants it is Cardenas Markets LLC 401(k) Plan in CA (5,116 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,117 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 Lavie Holdco 401(k) Plan assets move in 2024? ▼
Lavie Holdco 401(k) Plan pulled back noticeably - down 5.5% during 2024, from $40M to $38M. Reported net income was -$2M.
How have Lavie Holdco LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lavie Holdco LLC's sponsor-wide assets declined 2.0%, from $38M to $38M.
Where does Lavie Holdco 401(k) Plan rank by assets among Form 5500 filers? ▼
Lavie Holdco 401(k) Plan ranks in the 81st 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 Lavie Holdco 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Salsify, Inc. 401(k) Plan in MA ($38M, 314 participants).
Which 401(k) plans cover a similar participant headcount to Lavie Holdco 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cardenas Markets LLC 401(k) Plan in CA (5,116 participants, $13M 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 873131400.

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.