401(k) · DOL Form 5500 · 2024

Ceso, Inc. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
376
Participants Below avg headcount
82nd
Percentile by assets National rank
$115,487
Avg per participant Below avg balance/head
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Official DOL plan name: Leadwise 401(k) Plan · Sponsored by Ceso, Inc. · Ohio · Professional & Technical Services

$43M in assets, 376 participants

Ceso, Inc.'s Leadwise 401(k) Plan reported $43M in total assets and 376 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,759 in Professional & Technical Services (20,173 peers)

Coverage in Ohio

Leadwise 401(k) Plan covers 376 participants in Ohio, about 49% of the average Ohio filer (state average ~765 per filing). Assets: $43M.

#16,759
in Professional & Technical Services (20,173 peers)
+35.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

Leadwise 401(k) Plan vs every filed plan by assets

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

$43,423,165 Top 18% higher than 82% 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

Leadwise 401(k) 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. Leadwise 401(k) Plan sits mid-pack in the medium band (376 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Leadwise 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Leadwise 401(k) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Leadwise 401(k) Plan reported participants fell from 485 in the plan year 2023 filing to 376 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 311229907 · Ceso, Inc. PY 2024 · 401(k)

Leadwise 401(k) Plan · $43M · 376 · 82nd

  • EOY $43M
  • EOY 376
  • EOY 82nd
  • EOY 401(k)
  • EOY near Benchmark Education Company Profit Sharing 401(k) Plan
  • EOY ind #16759

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 Ohio →

Leadwise 401(k) Plan in the asset neighbourhood

Benchmark Education Company Profit Sharing 401(k) PlanBenchmark Education Company …$43MLeadwise 401(k) Plan$43MPannell Kerr Forster of Texas, P.C. 401(k) PlanPannell Kerr Forster of Texa…$43MEl Dorado Savings Bank Profit Sharing PlanEl Dorado Savings Bank Profi…$43MJel Sert Company Incentive Savings PlanJel Sert Company Incentive S…$43M
End-of-year total assets ($M) among Leadwise 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$43M
Net Income$11M
Employer EIN311229907
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ceso, Inc.)

Sponsor-wide plan assets over time

All Ceso, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 75.31629223297635% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $24.8M $43.4M ▲ +75.3%
Year Plans Participants Total Assets
2022 1 509 $25M
2023 1 485 $32M
2024 1 376 $43M

Nearby 401(k) Plans in Ohio

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

Leadwise 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Leadwise 401(k) Plan, Total assets ($B): 0.043423165 · Participants: 376Leadwise 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Leadwise 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Leadwise 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Benchmark Education Company Profit Sharing 401(k) Plan in NY ($43M); by covered participants it is Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan in MN (376 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (376 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 Leadwise 401(k) Plan assets move in 2024? ▼
Leadwise 401(k) Plan surged - up 35.2% during 2024, from $32M to $43M. Reported net income was $11M.
How have Ceso, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ceso, Inc.'s sponsor-wide assets grew 75.3%, from $25M to $43M.
Where does Leadwise 401(k) Plan rank by assets among Form 5500 filers? ▼
Leadwise 401(k) Plan ranks in the 82nd 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 Leadwise 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Benchmark Education Company Profit Sharing 401(k) Plan in NY ($43M, 496 participants).
Which 401(k) plans cover a similar participant headcount to Leadwise 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan in MN (376 participants, $72M 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 311229907.

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.