401(k) · DOL Form 5500 · 2022

Hetherington, Karpel & Bobber, LLC 401(k) Plan

Data updated 2026-08-25

$919K
Total assets Small plan by assets
10
Participants Small participant base
24th
Percentile by assets National rank
$91,914
Avg per participant Below avg balance/head
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Official DOL plan name: Hetherington, Karpel & Bobber, LLC 401(k) Plan & Trust · Sponsored by Hetherington, Karpel & Bobber, LLC · Illinois · Professional & Technical Services

$919K in assets, 10 participants

Hetherington, Karpel & Bobber, LLC's Hetherington, Karpel & Bobber, LLC 401(k) Plan & Trust reported $919K in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,387 in Professional & Technical Services (21,562 peers)

Hetherington, Karpel & Bobber, LLC multi-year trail

Hetherington, Karpel & Bobber, LLC's plans moved +33.0% in assets from 2022 to 2024; this filing shows Hetherington, Karpel & Bobber, LLC 401(k) Plan & Trust at $919K / 10 participants.

#4,387
in Professional & Technical Services (21,562 peers)
-30.0%
assets change YoY

The plan reported a net loss of $394K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hetherington, Karpel & Bobber, LLC 401(k) Plan & Trust among the smaller filed plans by assets

Hetherington, Karpel & Bobber, LLC 401(k) Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$919,136 24th percentile higher than 24% of 139,123 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 2022

Hetherington, Karpel & Bobber, LLC 401(k) Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hetherington, Karpel & Bobber, LLC 401(k) Plan & Trust is a micro filing (10 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 272960647 · Hetherington, Karpel & Bobber, LLC PY 2022 · 401(k)

Hetherington, Karpel & Bobber, LLC 401(k) Plan & Trust · $919K · 10 · 24th

  • EIN $919K
  • EIN 10
  • EIN 24th
  • EIN 401(k)
  • EIN near Escalon Capital 401(k)
  • EIN ind #4387

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 →

Hetherington, Karpel & Bobber, LLC 401(k) Plan & Trust in the asset neighbourhood

Hetherington, Karpel & Bobber, LLC 401(k) Plan & TrustHetherington, Karpel & Bobbe…$919KEscalon Capital 401(k)$919KAssessment Services, Inc. 401(k) PlanAssessment Services, Inc. 40…$919KSims Vibration Laboratory, Inc 401(k) Plan.Sims Vibration Laboratory, I…$919KNox US, LLC 401(k) Plan$919K
End-of-year total assets ($M) among Hetherington, Karpel & Bobber, LLC 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Hetherington, Karpel & Bobber, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Hetherington, Karpel & Bobber, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 32.96084583783031% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.92M $1.22M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 10 $919K
2023 1 9 $1M
2024 1 7 $1M

Hetherington, Karpel & Bobber, LLC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$919K
Net Income-$394K
Employer EIN272960647
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Hetherington, Karpel & Bobber, LLC 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Hetherington, Karpel & Bobber, LLC 401(k) Plan & Trust, Total assets ($B): 0.000919136 · Participants: 10Hetherington, Karpel & Bobber, LLC 401(k) Plan & TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Hetherington, Karpel & Bobber, LLC 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Hetherington, Karpel & Bobber, LLC 401(k) Plan & Trust side-by-side with 3 peers →

Hetherington, Karpel & Bobber, LLC 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Escalon Capital 401(k) in TX ($919K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($919K here).

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hetherington, Karpel & Bobber, LLC 401(k) Plan & Trust assets move in 2022? ▼
Hetherington, Karpel & Bobber, LLC 401(k) Plan & Trust declined sharply - down 30.0% during 2022, from $1M to $919K. Reported net income was -$394K.
How have Hetherington, Karpel & Bobber, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hetherington, Karpel & Bobber, LLC's sponsor-wide assets grew 33.0%, from $919K to $1M.
Where does Hetherington, Karpel & Bobber, LLC 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Hetherington, Karpel & Bobber, LLC 401(k) Plan & Trust ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Hetherington, Karpel & Bobber, LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Escalon Capital 401(k) in TX ($919K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Hetherington, Karpel & Bobber, LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 272960647.

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.