401(k) · DOL Form 5500 · 2024

LEVER1 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
1,495
Participants Near avg headcount
85th
Percentile by assets National rank
$35,917
Avg per participant Low balance/head
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Official DOL plan name: Lever1 Retirement Savings Plan · Sponsored by LEVER1 · Kansas · Professional & Technical Services

$54M in assets, 1,495 participants

LEVER1's Lever1 Retirement Savings Plan reported $54M in total assets and 1,495 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,300 in Professional & Technical Services (20,173 peers)

Coverage in Kansas

Lever1 Retirement Savings Plan covers 1,495 participants in Kansas, 4.2x the typical Kansas plan (state average ~360 per filing). Assets: $54M.

#17,300
in Professional & Technical Services (20,173 peers)
+45.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Lever1 Retirement Savings Plan's outsized position by total assets

Lever1 Retirement Savings Plan vs every filed plan by assets

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

$53,696,423 Top 15% higher than 85% 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

Lever1 Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lever1 Retirement Savings Plan lands in the large band (1,495 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lever1 Retirement Savings Plan end-of-year assets rose from $37M in the plan year 2023 filing to $54M in the plan year 2024 filing.
  • Lever1 Retirement Savings Plan reported net income rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Lever1 Retirement Savings Plan reported participants rose from 1,354 in the plan year 2023 filing to 1,495 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 454152888 · LEVER1 PY 2024 · 401(k)

Lever1 Retirement Savings Plan · $54M · 1,495 · 85th

  • EBSA $54M
  • EBSA 1,495
  • EBSA 85th
  • EBSA 401(k)
  • EBSA near Gray & Osborne, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #17300

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 Kansas →

Lever1 Retirement Savings Plan in the asset neighbourhood

Patterson & Sheridan, LLP Profit Sharing 401(k) PlanPatterson & Sheridan, LLP Pr…$54MWare Malcomb 401(k) Plan$54MLever1 Retirement Savings PlanLever1 Retirement Savings Pl…$54MGray & Osborne, Inc. 401(k) Profit Sharing PlanGray & Osborne, Inc. 401(k) …$54MSouth County Anesthesia Associates, Ltd 401(k) Plan and TrustSouth County Anesthesia Asso…$54M
End-of-year total assets ($M) among Lever1 Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kansas filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$54M
Net Income$10M
Employer EIN454152888
Plan Effective Date2012-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LEVER1)

Sponsor-wide plan assets over time

All LEVER1 plans reported in each filing year

Latest sponsor-wide plan assets
$54M 138.00631126632933% vs 2022
2024 filing year
$10M$20M$30M$40M$50M$60M 202220232024 $22.6M $53.7M ▲ +138.0%
Year Plans Participants Total Assets
2022 1 1,086 $23M
2023 1 1,354 $37M
2024 1 1,495 $54M

Nearby 401(k) Plans in Kansas

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

Lever1 Retirement Savings Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Lever1 Retirement Savings Plan, Total assets ($B): 0.053696423 · Participants: 1495Lever1 Retirement Savings PlanKoch Employees' Savings Plan, Total assets ($B): 4.337744163 · Participants: 11423Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 3.582245863 · Participants: 1315Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 3.040446983 · Participants: 7438Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 2.173466604 · Participants: 7082Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.224530411 · Participants: 7736Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Lever1 Retirement Savings Plan vs. nearby 401(k) plans in Kansas, assets vs. participants

Lever1 Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Gray & Osborne, Inc. 401(k) Profit Sharing Plan in WA ($54M); by covered participants it is Wmk LLC 401(k) Profit Sharing Plan & Trust in OH (1,495 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,495 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 Lever1 Retirement Savings Plan assets move in 2024?
Lever1 Retirement Savings Plan surged - up 45.4% during 2024, from $37M to $54M. Reported net income was $10M.
How have LEVER1 plan assets changed over time?
Across 3 plan years on file (2022-2024), LEVER1's sponsor-wide assets grew 138.0%, from $23M to $54M.
Where does Lever1 Retirement Savings Plan rank by assets among Form 5500 filers?
Lever1 Retirement Savings Plan ranks in the 85th 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 Lever1 Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Gray & Osborne, Inc. 401(k) Profit Sharing Plan in WA ($54M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Lever1 Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Wmk LLC 401(k) Profit Sharing Plan & Trust in OH (1,495 participants, $62M in assets).