401(k) · DOL Form 5500 · 2022

Heplerbroom, LLC 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
194
Participants Below avg headcount
89th
Percentile by assets National rank
$305,649
Avg per participant High balance/head
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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.

  • #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.

#19,497
in Professional & Technical Services (21,562 peers)
-18.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

Heplerbroom, LLC 401(k) Profit Sharing Plan's outsized position 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

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

Heplerbroom, LLC 401(k) Profit Sharing 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. Heplerbroom, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (194 participants).

Form 5500 schedule snapshot

Filing strip 371009085 · Heplerbroom, LLC PY 2022 · 401(k)

Heplerbroom, LLC 401(k) Profit Sharing Plan · $59M · 194 · 89th

  • ASSETS $59M
  • PCT 194
  • EIN 89th
  • RANK 401(k)
  • PHOTO near Diamond Vogel, Inc. 401(k) Plan
  • IND ind #19497

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 →

Heplerbroom, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Poyner Spruill LLP Savings and Retirement PlanPoyner Spruill LLP Savings a…$59MHeplerbroom, LLC 401(k) Profit Sharing PlanHeplerbroom, LLC 401(k) Prof…$59MDiamond Vogel, Inc. 401(k) PlanDiamond Vogel, Inc. 401(k) P…$59MThe Wawanesa Salary Deferral PlanThe Wawanesa Salary Deferral…$59MIvyrehab Physical Therapy PLLC 401(k) Profit Sharing PlanIvyrehab Physical Therapy PL…$59M
End-of-year total assets ($M) among Heplerbroom, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$59M
Net Income-$13M
Employer EIN371009085
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heplerbroom, LLC)

Sponsor-wide plan assets over time

All Heplerbroom, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$74M 24.30174449113831% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $59.3M $73.7M ▲ +24.3%
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.

Heplerbroom, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Heplerbroom, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.059295916 · Participants: 194Heplerbroom, LLC 401(k) Profit Sharing 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
Heplerbroom, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Heplerbroom, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heplerbroom, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Diamond Vogel, Inc. 401(k) Plan in IA ($59M); by covered participants it is L.I.F. Industries, Inc. 401(k) Plan in NY (194 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($59M here).

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Heplerbroom, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Heplerbroom, LLC 401(k) Profit Sharing Plan declined sharply - down 18.4% during 2022, from $73M to $59M. Reported net income was -$13M.
How have Heplerbroom, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heplerbroom, LLC's sponsor-wide assets grew 24.3%, from $59M to $74M.
Where does Heplerbroom, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Heplerbroom, LLC 401(k) Profit Sharing Plan ranks in the 89th 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 Heplerbroom, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Diamond Vogel, Inc. 401(k) Plan in IA ($59M, 773 participants).
Which 401(k) plans cover a similar participant headcount to Heplerbroom, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is L.I.F. Industries, Inc. 401(k) Plan in NY (194 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 371009085.

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.