401(k) · DOL Form 5500 · 2022
Solomon, Cordwell, Buenz & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 267
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $154,367
- Avg per participant Above avg balance/head
Official DOL plan name: Solomon, Cordwell, Buenz & Associates, Inc. Employees' Profit Sharing and Savings Plan and Trust · Sponsored by Solomon, Cordwell, Buenz & Associates, Inc. · Illinois · Professional & Technical Services
$41M in assets, 267 participants
Solomon, Cordwell, Buenz & Associates, Inc.'s Solomon, Cordwell, Buenz & Associates, Inc. Employees' Profit Sharing and Savings Plan and Trust reported $41M in total assets and 267 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #18,811 in Professional & Technical Services (21,562 peers)
Coverage in Illinois
Solomon, Cordwell, Buenz & Associates, Inc. Employees' Profit Sharing and Savings Plan and Trust covers 267 participants in Illinois, about 34% of the average Illinois filer (state average ~779 per filing). Assets: $41M.
- #18,811
- in Professional & Technical Services (21,562 peers)
- -12.0%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Solomon, Cordwell, Buenz & Associates, Inc. Employees' Profit Sharing and Savings Plan and Trust's outsized position by total assets
Solomon, Cordwell, Buenz & Associates, Inc. Employees' Profit Sharing and Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$41,216,095 Top 14% higher than 86% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Solomon, Cordwell, Buenz & Associates, Inc. Employees' Profit Sharing and Savings Plan and Trust 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. Solomon, Cordwell, Buenz & Associates, Inc. Employees' Profit Sharing and Savings Plan and Trust sits mid-pack in the medium band (267 participants).
Form 5500 schedule snapshot
Filing strip 362643058 · Solomon, Cordwell, Buenz & Associates, Inc. PY 2022 · 401(k)
Solomon, Cordwell, Buenz & Associates, Inc. Employees' Profit Sharing and Savings Plan and Trust · $41M · 267 · 86th
- PART $41M
- TYPE 267
- NET 86th
- BOOK 401(k)
- VS-ST near Webco Group Holdings, Inc. ESOP/401(k) Plan
- BOY ind #18811
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 →
Solomon, Cordwell, Buenz & Associates, Inc. Employees' Profit Sharing and Savings Plan and Trust in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | -$6M |
| Employer EIN | 362643058 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Solomon, Cordwell, Buenz & Associates, Inc.)
Sponsor-wide plan assets over time
All Solomon, Cordwell, Buenz & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 20.187341862444754% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 267 | $41M |
| 2023 | 1 | 351 | $46M |
| 2024 | 1 | 245 | $50M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Solomon, Cordwell, Buenz & Associates, Inc. Employees' Profit Sharing and Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Webco Group Holdings, Inc. ESOP/401(k) Plan in KS ($41M); by covered participants it is Amazing Grace Personal Care Services 401(k) Profit Sharing Plan and Trust in NM (267 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Webco Group Holdings, Inc. ESOP/401(k) Plan (KS) $41M · 72
- Nri Group 401(k) Plan (NY) $41M · 181
- Vitamin Cottage Employee 401(k) Plan (CO) $41M · 3,837
- Anderson Center for Autism Retirement Plan (NY) $41M · 740
Similar participant headcount
Nearest other-state filings by covered participants (267 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.