401(k) · DOL Form 5500 · 2024

Leo Capital Operations LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
39
Participants Small participant base
39th
Percentile by assets National rank
$105,926
Avg per participant Below avg balance/head
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Official DOL plan name: Leo Capital Operations LLC 401(k) Plan · Sponsored by Leo Capital Operations LLC · New Jersey · Finance & Insurance

$4M in assets, 39 participants

Leo Capital Operations LLC's Leo Capital Operations LLC 401(k) Plan reported $4M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,199 in Finance & Insurance (8,549 peers)

2024 asset change

Leo Capital Operations LLC 401(k) Plan grew sharply 25.2% in 2024 ($3M → $4M) for 39 participants.

#2,199
in Finance & Insurance (8,549 peers)
+25.2%
assets growth YoY

Leo Capital Operations LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Leo Capital Operations LLC 401(k) Plan vs every filed plan by assets

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

$4,131,096 39th percentile higher than 39% 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

Leo Capital Operations LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leo Capital Operations LLC 401(k) Plan is a small filing (39 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 474091060 · Leo Capital Operations LLC PY 2024 · 401(k)

Leo Capital Operations LLC 401(k) Plan · $4M · 39 · 39th

  • EBSA $4M
  • EBSA 39
  • EBSA 39th
  • EBSA 401(k)
  • EBSA near Upmc Hamot Surgery Center 401(k) Retirement Plan
  • EBSA ind #2199

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Leo Capital Operations LLC 401(k) Plan in the asset neighbourhood

Leo Capital Operations LLC 401(k) PlanLeo Capital Operations LLC 4…$4MUpmc Hamot Surgery Center 401(k) Retirement PlanUpmc Hamot Surgery Center 40…$4MCritical Systems, Inc. 401(k) PlanCritical Systems, Inc. 401(k…$4MScale Media Inc 401(k) Plan$4MVetncare Mso LLC 401(k) Plan$4M
End-of-year total assets ($M) among Leo Capital Operations LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$832K
Employer EIN474091060
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Leo Capital Operations LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Leo Capital Operations LLC 401(k) Plan, Total assets ($B): 0.004131096 · Participants: 39Leo Capital Operations LLC 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Leo Capital Operations LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Leo Capital Operations LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Upmc Hamot Surgery Center 401(k) Retirement Plan in PA ($4M); by covered participants it is Lucrumare Inc. 401(k) Plan in IL (39 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Leo Capital Operations LLC 401(k) Plan assets move in 2024?
Leo Capital Operations LLC 401(k) Plan grew sharply - up 25.2% during 2024, from $3M to $4M. Reported net income was $832K.
Which 401(k) plans are similar in size to Leo Capital Operations LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Upmc Hamot Surgery Center 401(k) Retirement Plan in PA ($4M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Leo Capital Operations LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Lucrumare Inc. 401(k) Plan in IL (39 participants, $650K in assets).