401(k) · DOL Form 5500 · 2024

Levy, Levy and Levy 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
7
Participants Small participant base
41st
Percentile by assets National rank
$685,450
Avg per participant High balance/head
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Official DOL plan name: Levy, Levy and Levy Profit Sharing Plan & Trust · Sponsored by Levy, Levy and Levy · California · Professional & Technical Services

$5M in assets, 7 participants

Levy, Levy and Levy's Levy, Levy and Levy Profit Sharing Plan & Trust reported $5M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,810 in Professional & Technical Services (20,173 peers)

Levy, Levy and Levy multi-year trail

Levy, Levy and Levy's plans moved +28.1% in assets from 2022 to 2024; this filing shows Levy, Levy and Levy Profit Sharing Plan & Trust at $5M / 7 participants.

#7,810
in Professional & Technical Services (20,173 peers)
+8.0%
assets growth YoY

Levy, Levy and Levy Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Levy, Levy and Levy Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,798,151 41st percentile higher than 41% 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

Levy, Levy and Levy Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Levy, Levy and Levy Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Levy, Levy and Levy Profit Sharing Plan & Trust reported net income fell from $694K in the plan year 2023 filing to $357K in the plan year 2024 filing.
  • Levy, Levy and Levy Profit Sharing Plan & Trust reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Levy, Levy and Levy Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 941731257 · Levy, Levy and Levy PY 2024 · 401(k)

Levy, Levy and Levy Profit Sharing Plan & Trust · $5M · 7 · 41st

  • ASSETS $5M
  • ASSETS 7
  • ASSETS 41st
  • ASSETS 401(k)
  • ASSETS near 403(b) Thrift Plan for Employees of the Arc, Warren County Chapter, Inc.
  • ASSETS ind #7810

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 California →

Levy, Levy and Levy Profit Sharing Plan & Trust in the asset neighbourhood

Levy, Levy and Levy Profit Sharing Plan & TrustLevy, Levy and Levy Profit S…$5M403(b) Thrift Plan for Employees of the Arc, Warren County Chapter, Inc.403(b) Thrift Plan for Emplo…$5MThe 300 Stewart Avenue Corporation 401(k) PlanThe 300 Stewart Avenue Corpo…$5MCross Engineering Consultants, Inc. 401(k) PlanCross Engineering Consultant…$5MPenmac Staffing Services 401(k) Retirement Savings PlanPenmac Staffing Services 401…$5M
End-of-year total assets ($M) among Levy, Levy and Levy Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Levy, Levy and Levy multi-year asset trail

Sponsor-wide plan assets over time

All Levy, Levy and Levy plans reported in each filing year

Latest sponsor-wide plan assets
$5M 28.057305308579572% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.75M $4.8M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 6 $4M
2023 1 6 $4M
2024 1 7 $5M

Levy, Levy and Levy filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$357K
Employer EIN941731257
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Levy, Levy and Levy Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Levy, Levy and Levy Profit Sharing Plan & Trust, Total assets ($B): 0.004798151 · Participants: 7Levy, Levy and Levy Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Levy, Levy and Levy Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Levy, Levy and Levy Profit Sharing Plan & Trust side-by-side with 3 peers →

Levy, Levy and Levy Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of the Arc, Warren County Chapter, Inc. in NJ ($5M); by covered participants it is Cz14, Inc. 401(k) Plan in DE (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Levy, Levy and Levy Profit Sharing Plan & Trust assets move in 2024? ▼
Levy, Levy and Levy Profit Sharing Plan & Trust grew at a solid clip - up 8.0% during 2024, from $4M to $5M. Reported net income was $357K.
How have Levy, Levy and Levy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Levy, Levy and Levy's sponsor-wide assets grew 28.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Levy, Levy and Levy Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of the Arc, Warren County Chapter, Inc. in NJ ($5M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Levy, Levy and Levy Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cz14, Inc. 401(k) Plan in DE (7 participants, $380K 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 941731257.

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.