401(k) · DOL Form 5500 · 2024

Levering Management Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
153
Participants Small participant base
40th
Percentile by assets National rank
$28,572
Avg per participant Low balance/head
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Official DOL plan name: Levering Management, Inc. and Affiliates Retirement Plan · Sponsored by Levering Management Inc. · Ohio · Healthcare & Social Assistance

$4M in assets, 153 participants

Levering Management Inc.'s Levering Management, Inc. and Affiliates Retirement Plan reported $4M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,095 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

Levering Management, Inc. and Affiliates Retirement Plan covers 153 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $4M.

#7,095
in Healthcare & Social Assistance (16,916 peers)
+8.2%
assets growth YoY

Levering Management, Inc. and Affiliates Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Levering Management, Inc. and Affiliates Retirement Plan vs every filed plan by assets

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

$4,371,445 40th percentile higher than 40% 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

Levering Management, Inc. and Affiliates 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. Levering Management, Inc. and Affiliates Retirement Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Levering Management, Inc. and Affiliates Retirement Plan reported net income rose from $77K in the plan year 2023 filing to $331K in the plan year 2024 filing.
  • Levering Management, Inc. and Affiliates Retirement Plan reported participants fell from 168 in the plan year 2023 filing to 153 in the plan year 2024 filing.
  • Levering Management, Inc. and Affiliates Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 310851940 · Levering Management Inc. PY 2024 · 401(k)

Levering Management, Inc. and Affiliates Retirement Plan · $4M · 153 · 40th

  • IND $4M
  • IND 153
  • IND 40th
  • IND 401(k)
  • IND near Dryviq, Inc. 401(k) Plan
  • IND ind #7095

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Levering Management, Inc. and Affiliates Retirement Plan in the asset neighbourhood

Levering Management, Inc. and Affiliates Retirement PlanLevering Management, Inc. an…$4MDryviq, Inc. 401(k) Plan$4MAmvets 401(k) Plan$4MAlliance Mobile 401(k) Plan$4MCollins Holdings, Inc. 401(k) PlanCollins Holdings, Inc. 401(k…$4M
End-of-year total assets ($M) among Levering Management, Inc. and Affiliates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$331K
Employer EIN310851940
Plan Effective Date1979-06-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Levering Management Inc.)

Sponsor-wide plan assets over time

All Levering Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.297080465274592% vs 2022
2024 filing year
$3.8M$4M$4.2M$4.4M$4.6M 202220232024 $3.96M $4.37M ▲ +10.4%
Year Plans Participants Total Assets
2022 1 175 $4M
2023 1 168 $4M
2024 1 153 $4M

Nearby 401(k) Plans in Ohio

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

Levering Management, Inc. and Affiliates Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Levering Management, Inc. and Affiliates Retirement Plan, Total assets ($B): 0.004371445 · Participants: 153Levering Management, Inc. and Affiliates Retirement 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
Levering Management, Inc. and Affiliates Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Levering Management, Inc. and Affiliates Retirement Plan side-by-side with 3 peers →

Levering Management, Inc. and Affiliates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Dryviq, Inc. 401(k) Plan in MI ($4M); by covered participants it is American Guardian Warranty 401(k) Plan in IL (153 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Levering Management, Inc. and Affiliates Retirement Plan assets move in 2024? ▼
Levering Management, Inc. and Affiliates Retirement Plan grew at a solid clip - up 8.2% during 2024, from $4M to $4M. Reported net income was $331K.
How have Levering Management Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Levering Management Inc.'s sponsor-wide assets grew 10.3%, from $4M to $4M.
Which 401(k) plans are similar in size to Levering Management, Inc. and Affiliates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dryviq, Inc. 401(k) Plan in MI ($4M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Levering Management, Inc. and Affiliates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Guardian Warranty 401(k) Plan in IL (153 participants, N/A 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 310851940.

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.