401(k) · DOL Form 5500 · 2024

Levlad, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
61
Participants Small participant base
46th
Percentile by assets National rank
$103,366
Avg per participant Below avg balance/head
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Official DOL plan name: Levlad, LLC Profit Sharing Plan · Sponsored by Levlad, LLC · California · Retail Trade

$6M in assets, 61 participants

Levlad, LLC's Levlad, LLC Profit Sharing Plan reported $6M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #4,570 in Retail Trade (8,048 peers)

Levlad, LLC multi-year trail

Levlad, LLC's plans moved +15.1% in assets from 2022 to 2024; this filing shows Levlad, LLC Profit Sharing Plan at $6M / 61 participants.

#4,570
in Retail Trade (8,048 peers)
+7.7%
assets growth YoY

Levlad, LLC Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Levlad, LLC Profit Sharing Plan vs every filed plan by assets

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

$6,305,330 46th percentile higher than 46% 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

Levlad, LLC Profit Sharing 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. Levlad, LLC Profit Sharing Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Levlad, LLC Profit Sharing Plan reported net income rose from $380K in the plan year 2023 filing to $450K in the plan year 2024 filing.
  • Levlad, LLC Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Levlad, LLC Profit Sharing Plan reported participants rose from 60 in the plan year 2023 filing to 61 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 952973496 · Levlad, LLC PY 2024 · 401(k)

Levlad, LLC Profit Sharing Plan · $6M · 61 · 46th

  • VS-ST $6M
  • BOY 61
  • SCH 46th
  • EBSA 401(k)
  • PART near Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota
  • TYPE ind #4570

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 Retail Trade retirement plans → · Plans in California →

Levlad, LLC Profit Sharing Plan in the asset neighbourhood

Levlad, LLC Profit Sharing PlanLevlad, LLC Profit Sharing P…$6MEmployee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart ToyotaEmployee Benefit Plan of Ste…$6MNorth Carolina Masonic Group Retirement PlanNorth Carolina Masonic Group…$6MHawthorne Foundation, Inc, 403(b) Tda PlanHawthorne Foundation, Inc, 4…$6MQuestspecialty Corporation 401(k) PlanQuestspecialty Corporation 4…$6M
End-of-year total assets ($M) among Levlad, LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Levlad, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Levlad, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 15.147841725567657% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.48M $6.31M ▲ +15.1%
Year Plans Participants Total Assets
2022 1 81 $5M
2023 1 60 $6M
2024 2 75 $6M

Levlad, LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$450K
Employer EIN952973496
Plan Effective Date1977-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Levlad, LLC Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Levlad, LLC Profit Sharing Plan, Total assets ($B): 0.00630533 · Participants: 61Levlad, LLC Profit Sharing PlanGoogle 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
Levlad, LLC Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Levlad, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota in FL ($6M); by covered participants it is Dynamic Design Solutions 401(k) Plan in NC (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Levlad, LLC Profit Sharing Plan assets move in 2024?
Levlad, LLC Profit Sharing Plan grew at a solid clip - up 7.7% during 2024, from $6M to $6M. Reported net income was $450K.
How have Levlad, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Levlad, LLC's sponsor-wide assets grew 15.1%, from $5M to $6M.
Which 401(k) plans are similar in size to Levlad, LLC Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota in FL ($6M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Levlad, LLC Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Dynamic Design Solutions 401(k) Plan in NC (61 participants, N/A in assets).