How big is Leo & Sons, LP's plan?

Leo & Sons, LP's plan reported $435K in assets and 35 participants for 2024.

Original filing (PDF)20250902160900NAL0008866403001

Leo & Sons, LP

Name: Leo & Sons, LP — Leo & Sons, LP 401(k) Plan, Form 5500 (2024)
Creator: Leo & Sons, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leo & Sons, LP 401(k) Plan

401(k) retirement plan · Leo & Sons, LP's Leo & Sons, LP 401(k) Plan held $435K in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$435K

Net assets (EOY)

$435K

People on this filing

James Barkhimer signed Leo & Sons, LP's 2024 Form 5500 as plan administrator.

James Barkhimer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Leo & Sons, LP's EIN is 75-2739900.

EIN 75-2739900

Plan number 001

Plan year 2024

ACK ID 20250902160900NAL0008866403001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Leo & Sons, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Leo & Sons, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEO & SONS, LP.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LEO & SONS, LP

EIN

all filings

Address

P.O BOX 802 · IRAAN, TX · 79744

Phone

(432) 639-2729

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

Kelleher Acoustical Ceilings, in

Kelleher Acoustical Ceilings, Inc. 401(k) Profit Sharing Plan

$435K · 4 participants

Cornerstone Garage Doors LLC

Cornerstone Garage Doors LLC 401(k) Plan

$435K · 9 participants

AH Marietta, LLC DBA Alair Homes Marietta

AH Marietta 401(k) Plan

$435K · 7 participants

Day One Solar Inc.

Day One Solar Inc. 401(k) Plan & Trust

$434K · 7 participants

Rodriguez 5 Enterprises, Inc. DBA Chief Pool Plastering

Chief Pool Plastering 401(k) Plan & Trust

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.