401(k) · DOL Form 5500 · 2022
Heplerbroom, LLC 401(k) Plan
Data updated 2026-08-11
- $59M
- Total assets
- 194
- Participants
- 89th
- Percentile by assets
- $305,649
- Avg per participant
Official DOL plan name: Heplerbroom, LLC 401(k) Profit Sharing Plan · Sponsored by Heplerbroom, LLC · Illinois · Professional & Technical Services
$59M in assets, 194 participants
Heplerbroom, LLC's Heplerbroom, LLC 401(k) Profit Sharing Plan reported $59M in total assets and 194 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 139,126 plans)
- #19,497 in Professional & Technical Services (21,562 peers)
Coverage in Illinois
Heplerbroom, LLC 401(k) Profit Sharing Plan covers 194 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $59M.
- $59M
- total plan assets (2022 EOY)
- 194
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $305,649
- avg assets per participant
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Heplerbroom, LLC 401(k) Profit Sharing Plan sits by total assets
Heplerbroom, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$59,295,916 Top 11% higher than 89% 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
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Heplerbroom, LLC 401(k) Profit Sharing Plan reports 194 participants - about 25% of that state average ($59M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $73M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | -$13M |
| Employer EIN | 371009085 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heplerbroom, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 194 | $59M |
| 2023 | 1 | 194 | $67M |
| 2024 | 1 | 191 | $74M |
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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Heplerbroom, LLC 401(k) Profit Sharing Plan by total assets, not by location.
- Diamond Vogel, Inc. 401(k) Plan (IA) $59M · 773
- The Wawanesa Salary Deferral Plan () $59M · 798
- Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan (NY) $59M · 3,176
- Poyner Spruill LLP Savings and Retirement Plan (NC) $59M · 158
Frequently Asked Questions
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Filing takeaways
Ways to act on Heplerbroom, LLC 401(k) Profit Sharing Plan's numbers.
- By total assets, Heplerbroom, LLC 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Heplerbroom, LLC's sponsor-wide assets have grown 24.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans