401(k) · DOL Form 5500 · 2022

William Harris Investors, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
41
Participants Small participant base
80th
Percentile by assets National rank
$577,063
Avg per participant High balance/head
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Official DOL plan name: William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust · Sponsored by William Harris Investors, Inc. · Illinois · Finance & Insurance

$24M in assets, 41 participants

William Harris Investors, Inc.'s William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust reported $24M in total assets and 41 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,240 in Finance & Insurance (9,261 peers)

Where William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust sits by assets

William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $24M for 41 participants (~$577,063/participant), down 27.6% in 2022.

#6,240
in Finance & Insurance (9,261 peers)
-27.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust's outsized position by total assets

William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$23,659,577 Top 20% higher than 80% 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

William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust is a small filing (41 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 363488341 · William Harris Investors, Inc. PY 2022 · 401(k)

William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust · $24M · 41 · 80th

  • PART $24M
  • PART 41
  • PART 80th
  • PART 401(k)
  • PART near El Pollo Loco, Inc. 401(k) Plan
  • PART ind #6240

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 Finance & Insurance retirement plans → · Plans in Illinois →

William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and TrustWilliam Harris Investors, In…$24MEl Pollo Loco, Inc. 401(k) PlanEl Pollo Loco, Inc. 401(k) P…$24MEncap Investments L.P. 401(k) PlanEncap Investments L.P. 401(k…$24MValenti Trobec Chandler, Inc. 401(k) Retirement PlanValenti Trobec Chandler, Inc…$24MFrederick Primary Care Associates, PA Retirement PlanFrederick Primary Care Assoc…$24M
End-of-year total assets ($M) among William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$24M
Net Income-$9M
Employer EIN363488341
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William Harris Investors, Inc.)

Sponsor-wide plan assets over time

All William Harris Investors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 35.29814163626002% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.7M $32M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 41 $24M
2023 1 39 $29M
2024 1 47 $32M

Nearby 401(k) Plans in Illinois

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

William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.023659577 · Participants: 41William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and 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
William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is El Pollo Loco, Inc. 401(k) Plan in CA ($24M); by covered participants it is Allied Termite & Pest Control 401(k) Plan in TN (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust declined sharply - down 27.6% during 2022, from $33M to $24M. Reported net income was -$9M.
How have William Harris Investors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Harris Investors, Inc.'s sponsor-wide assets grew 35.3%, from $24M to $32M.
Where does William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is El Pollo Loco, Inc. 401(k) Plan in CA ($24M, 2,688 participants).
Which 401(k) plans cover a similar participant headcount to William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Allied Termite & Pest Control 401(k) Plan in TN (41 participants, N/A 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 363488341.

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.