401(k) · DOL Form 5500 · 2022

Impact Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
347
Participants Below avg headcount
85th
Percentile by assets National rank
$108,681
Avg per participant Below avg balance/head
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Official DOL plan name: Impact Advisors, LLC 401(k) Plan · Sponsored by Impact Advisors, LLC · Illinois · Professional & Technical Services

$38M in assets, 347 participants

Impact Advisors, LLC's Impact Advisors, LLC 401(k) Plan reported $38M in total assets and 347 participants in its 2022 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.

  • #18,599 in Professional & Technical Services (21,562 peers)

Coverage in Illinois

Impact Advisors, LLC 401(k) Plan covers 347 participants in Illinois, about 45% of the average Illinois filer (state average ~779 per filing). Assets: $38M.

#18,599
in Professional & Technical Services (21,562 peers)
-7.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Impact Advisors, LLC 401(k) Plan's outsized position by total assets

Impact Advisors, LLC 401(k) Plan vs every filed plan by assets

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

$37,712,438 Top 15% higher than 85% 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

Impact Advisors, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Impact Advisors, LLC 401(k) Plan sits mid-pack in the medium band (347 participants).

Form 5500 schedule snapshot

Filing strip 208207247 · Impact Advisors, LLC PY 2022 · 401(k)

Impact Advisors, LLC 401(k) Plan · $38M · 347 · 85th

  • EIN $38M
  • EIN 347
  • EIN 85th
  • EIN 401(k)
  • EIN near Bank of Marin 401(k) Plan
  • EIN ind #18599

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 →

Impact Advisors, LLC 401(k) Plan in the asset neighbourhood

Oklahoma Blood Institute 401(k) PlanOklahoma Blood Institute 401…$38MImpact Advisors, LLC 401(k) PlanImpact Advisors, LLC 401(k) …$38MBank of Marin 401(k) Plan$38MThomas Eye Group, P. C. 401(k) PlanThomas Eye Group, P. C. 401(…$38MAmerican Learning Systems Savings PlanAmerican Learning Systems Sa…$38M
End-of-year total assets ($M) among Impact Advisors, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$38M
Net Income-$3M
Employer EIN208207247
Plan Effective Date2007-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Impact Advisors, LLC)

Sponsor-wide plan assets over time

All Impact Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$58M 54.811953552300174% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $37.7M $58.4M ▲ +54.8%
Year Plans Participants Total Assets
2022 1 347 $38M
2023 1 464 $49M
2024 1 728 $58M

Nearby 401(k) Plans in Illinois

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

Impact Advisors, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Impact Advisors, LLC 401(k) Plan, Total assets ($B): 0.037712438 · Participants: 347Impact Advisors, LLC 401(k) PlanState 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
Impact Advisors, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Impact Advisors, LLC 401(k) Plan side-by-side with 3 peers →

Impact Advisors, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Bank of Marin 401(k) Plan in CA ($38M); by covered participants it is Spire 401(k) Plan in MN (347 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (347 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 Impact Advisors, LLC 401(k) Plan assets move in 2022? ▼
Impact Advisors, LLC 401(k) Plan pulled back noticeably - down 7.3% during 2022, from $41M to $38M. Reported net income was -$3M.
How have Impact Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Impact Advisors, LLC's sponsor-wide assets grew 54.8%, from $38M to $58M.
Where does Impact Advisors, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Impact Advisors, LLC 401(k) Plan ranks in the 85th 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 Impact Advisors, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bank of Marin 401(k) Plan in CA ($38M, 360 participants).
Which 401(k) plans cover a similar participant headcount to Impact Advisors, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spire 401(k) Plan in MN (347 participants, $32M 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 208207247.

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.