401(k) · DOL Form 5500 · 2024

Levenfeld Pearlstein, LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
118
Participants Small participant base
81st
Percentile by assets National rank
$325,906
Avg per participant High balance/head
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Official DOL plan name: Levenfeld Pearlstein Member and Staff Retirement Plan · Sponsored by Levenfeld Pearlstein, LLC · Illinois · Professional & Technical Services

$38M in assets, 118 participants

Levenfeld Pearlstein, LLC's Levenfeld Pearlstein Member and Staff Retirement Plan reported $38M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,414 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

Levenfeld Pearlstein Member and Staff Retirement Plan covers 118 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $38M.

#16,414
in Professional & Technical Services (20,173 peers)
+6.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Levenfeld Pearlstein Member and Staff Retirement Plan's outsized position by total assets

Levenfeld Pearlstein Member and Staff Retirement Plan vs every filed plan by assets

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

$38,456,862 Top 19% higher than 81% 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 Member and Staff Retirement 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 Member and Staff Retirement Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Levenfeld Pearlstein Member and Staff Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Levenfeld Pearlstein Member and Staff Retirement Plan end-of-year assets rose from $36M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Levenfeld Pearlstein Member and Staff Retirement Plan reported participants fell from 126 in the plan year 2023 filing to 118 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 364271298 · Levenfeld Pearlstein, LLC PY 2024 · 401(k)

Levenfeld Pearlstein Member and Staff Retirement Plan · $38M · 118 · 81st

  • BOOK $38M
  • VS-ST 118
  • BOY 81st
  • SCH 401(k)
  • EBSA near Sing Tao USA Group Profit Sharing Plan
  • PART ind #16414

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 Member and Staff Retirement Plan in the asset neighbourhood

Taylor, Wiseman & Taylor 401(k) Retirement Savings PlanTaylor, Wiseman & Taylor 401…$38MLevenfeld Pearlstein Member and Staff Retirement PlanLevenfeld Pearlstein Member …$38MSing Tao USA Group Profit Sharing PlanSing Tao USA Group Profit Sh…$38MSolomonedwardsgroup, LLC 401(k) Savings PlanSolomonedwardsgroup, LLC 401…$38MClinipace Inc. 401(k) Profit Sharing PlanClinipace Inc. 401(k) Profit…$38M
End-of-year total assets ($M) among Levenfeld Pearlstein Member and Staff Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$38M
Net Income$4M
Employer EIN364271298
Plan Effective Date1990-01-01
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 401(k) Plans in Illinois

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

Levenfeld Pearlstein Member and Staff Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Levenfeld Pearlstein Member and Staff Retirement Plan, Total assets ($B): 0.038456862 · Participants: 118Levenfeld Pearlstein Member and Staff Retirement PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Levenfeld Pearlstein Member and Staff Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Levenfeld Pearlstein Member and Staff Retirement Plan side-by-side with 3 peers →

Levenfeld Pearlstein Member and Staff Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Sing Tao USA Group Profit Sharing Plan in NY ($38M); by covered participants it is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Member and Staff Retirement Plan assets move in 2024? ▼
Levenfeld Pearlstein Member and Staff Retirement Plan grew at a solid clip - up 6.4% during 2024, from $36M to $38M. Reported net income was $4M.
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.
Where does Levenfeld Pearlstein Member and Staff Retirement Plan rank by assets among Form 5500 filers? ▼
Levenfeld Pearlstein Member and Staff Retirement Plan ranks in the 81st 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 Levenfeld Pearlstein Member and Staff Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sing Tao USA Group Profit Sharing Plan in NY ($38M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Levenfeld Pearlstein Member and Staff Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants, $3M 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.