Defined Benefit (Pension) · DOL Form 5500 · 2024

Levenfeld Pearlstein, LLC Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
116
Participants Small participant base
51st
Percentile by assets National rank
$69,244
Avg per participant Below avg balance/head
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Official DOL plan name: Levenfeld Pearlstein, LLC Cash Balance Plan · Sponsored by Levenfeld Pearlstein, LLC · Illinois · Professional & Technical Services

$8M in assets, 116 participants

Levenfeld Pearlstein, LLC's Levenfeld Pearlstein, LLC Cash Balance Plan reported $8M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,930 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

Levenfeld Pearlstein, LLC Cash Balance Plan covers 116 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $8M.

#9,930
in Professional & Technical Services (20,173 peers)
+8.1%
assets growth YoY

Levenfeld Pearlstein, LLC Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Levenfeld Pearlstein, LLC Cash Balance Plan vs every filed plan by assets

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

$8,032,330 Top 49% higher than 51% 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

Levenfeld Pearlstein, LLC Cash Balance 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. Levenfeld Pearlstein, LLC Cash Balance Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Levenfeld Pearlstein, LLC Cash Balance Plan reported net income fell from $880K in the plan year 2023 filing to $605K in the plan year 2024 filing.
  • Levenfeld Pearlstein, LLC Cash Balance Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Levenfeld Pearlstein, LLC Cash Balance Plan reported participants fell from 125 in the plan year 2023 filing to 116 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 364271298 · Levenfeld Pearlstein, LLC PY 2024 · Defined Benefit (Pension)

Levenfeld Pearlstein, LLC Cash Balance Plan · $8M · 116 · 51st

  • TYPE $8M
  • TYPE 116
  • TYPE 51st
  • TYPE Defined Benefit (Pension)
  • TYPE near Defined Benefit Pension Plan of the Family Conserv
  • TYPE ind #9930

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 Illinois →

Levenfeld Pearlstein, LLC Cash Balance Plan in the asset neighbourhood

Retail Bakers Pension Trust Fund of St LouisRetail Bakers Pension Trust …$8MLevenfeld Pearlstein, LLC Cash Balance PlanLevenfeld Pearlstein, LLC Ca…$8MDefined Benefit Pension Plan of the Family ConservDefined Benefit Pension Plan…$8MMaritime Association - I.L.a Pension, Retirement, Welfare and Vacation Funds Pension PlanMaritime Association - I.L.a…$8MThe Franklin Institute Retirement Income Plan IIThe Franklin Institute Retir…$8M
End-of-year total assets ($M) among Levenfeld Pearlstein, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$605K
Employer EIN364271298
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Levenfeld Pearlstein, LLC)

Sponsor-wide plan assets over time

All Levenfeld Pearlstein, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$46M 8.443384443191393% vs 2022
2024 filing year
$42M$44M$46M$48M 202220232024 $42.9M $46.5M ▲ +8.4%
Year Plans Participants Total Assets
2022 2 208 $43M
2023 2 251 $44M
2024 2 234 $46M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Levenfeld Pearlstein, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -200204060 Total assets ($B) Participants Levenfeld Pearlstein, LLC Cash Balance Plan, Total assets ($B): 0.00803233 · Participants: 116Levenfeld Pearlstein, LLC Cash Balance PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 48.22071058 · Participants: 36799Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 37.736369487 · Participants: 41619State Farm Insurance Companies Retirement Plan for United States EmployeesGE Healthcare Pension Plan, Total assets ($B): 13.74052931 · Participants: 5554GE Healthcare Pension PlanAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 8.591907247 · Participants: 17875Abbott Laboratories Annuity Retirement PlanUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 8.17675965 · Participants: 20984United Food & Commercial Workers Intl Union - Industry Pension Fund
Levenfeld Pearlstein, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Levenfeld Pearlstein, LLC Cash Balance Plan side-by-side with 3 peers →

Levenfeld Pearlstein, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Defined Benefit Pension Plan of the Family Conserv in KS ($8M); by covered participants it is Pima Federal Credit Union Defined Benefit Plan and Trust in AZ (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Levenfeld Pearlstein, LLC Cash Balance Plan assets move in 2024? ▼
Levenfeld Pearlstein, LLC Cash Balance Plan grew at a solid clip - up 8.1% during 2024, from $7M to $8M. Reported net income was $605K.
How have Levenfeld Pearlstein, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Levenfeld Pearlstein, LLC's sponsor-wide assets grew 8.4%, from $43M to $46M.
Which Defined Benefit (Pension) plans are similar in size to Levenfeld Pearlstein, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Defined Benefit Pension Plan of the Family Conserv in KS ($8M, 15 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Levenfeld Pearlstein, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pima Federal Credit Union Defined Benefit Plan and Trust in AZ (116 participants, $26M 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 364271298.

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.