401(k) · DOL Form 5500 · 2022

Hennessy & Roach P.C. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
144
Participants Small participant base
77th
Percentile by assets National rank
$135,793
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hennessy & Roach 401(k) Savings Plan · Sponsored by Hennessy & Roach P.C. · Illinois · Professional & Technical Services

$20M in assets, 144 participants

Hennessy & Roach P.C.'s Hennessy & Roach 401(k) Savings Plan reported $20M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,637 in Professional & Technical Services (21,562 peers)

Coverage in Illinois

Hennessy & Roach 401(k) Savings Plan covers 144 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $20M.

#16,637
in Professional & Technical Services (21,562 peers)
-13.0%
assets change YoY
0.2×
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.

Hennessy & Roach 401(k) Savings Plan's outsized position by total assets

Hennessy & Roach 401(k) Savings Plan vs every filed plan by assets

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

$19,554,170 Top 23% higher than 77% 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

Hennessy & Roach 401(k) Savings 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. Hennessy & Roach 401(k) Savings Plan sits mid-pack in the medium band (144 participants).

Published 5500 schedule card

Filing strip 363883812 · Hennessy & Roach P.C. PY 2022 · 401(k)

Hennessy & Roach 401(k) Savings Plan · $20M · 144 · 77th

  • PART $20M
  • PART 144
  • PART 77th
  • PART 401(k)
  • PART near Cyracom International, Inc. 401(k) & Profit Sharing Plan
  • PART ind #16637

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 →

Hennessy & Roach 401(k) Savings Plan in the asset neighbourhood

Employees' 401(k) Plan of Tayco Engineering, Inc.Employees' 401(k) Plan of Ta…$20MElga Credit Union Employee's 401(k) PlanElga Credit Union Employee's…$20MHennessy & Roach 401(k) Savings PlanHennessy & Roach 401(k) Savi…$20MCyracom International, Inc. 401(k) & Profit Sharing PlanCyracom International, Inc. …$20MNorth Country Healthcare, Inc. 401(k) Retirement PlanNorth Country Healthcare, In…$20M
End-of-year total assets ($M) among Hennessy & Roach 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN363883812
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hennessy & Roach P.C.)

Sponsor-wide plan assets over time

All Hennessy & Roach P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 36.71257332834889% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.6M $26.7M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 144 $20M
2023 1 152 $24M
2024 1 169 $27M

Nearby 401(k) Plans in Illinois

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

Hennessy & Roach 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Hennessy & Roach 401(k) Savings Plan, Total assets ($B): 0.01955417 · Participants: 144Hennessy & Roach 401(k) Savings 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
Hennessy & Roach 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Hennessy & Roach 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Cyracom International, Inc. 401(k) & Profit Sharing Plan in AZ ($20M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Hennessy & Roach 401(k) Savings Plan assets move in 2022?
Hennessy & Roach 401(k) Savings Plan pulled back noticeably - down 13.0% during 2022, from $22M to $20M. Reported net income was -$3M.
How have Hennessy & Roach P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Hennessy & Roach P.C.'s sponsor-wide assets grew 36.7%, from $20M to $27M.
Where does Hennessy & Roach 401(k) Savings Plan rank by assets among Form 5500 filers?
Hennessy & Roach 401(k) Savings Plan ranks in the 77th 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 Hennessy & Roach 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Cyracom International, Inc. 401(k) & Profit Sharing Plan in AZ ($20M, 1,949 participants).
Which 401(k) plans cover a similar participant headcount to Hennessy & Roach 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (144 participants, $30K in assets).