401(k) · DOL Form 5500 · 2022

Warady & Davis, LLP 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
104
Participants Small participant base
88th
Percentile by assets National rank
$507,089
Avg per participant High balance/head
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Official DOL plan name: Warady & Davis, LLP Profit Sharing and Savings Plan · Sponsored by Warady & Davis, LLP · Illinois · Professional & Technical Services

$53M in assets, 104 participants

Warady & Davis, LLP's Warady & Davis, LLP Profit Sharing and Savings Plan reported $53M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #19,298 in Professional & Technical Services (21,562 peers)

Coverage in Illinois

Warady & Davis, LLP Profit Sharing and Savings Plan covers 104 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $53M.

#19,298
in Professional & Technical Services (21,562 peers)
-17.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Warady & Davis, LLP Profit Sharing and Savings Plan's outsized position by total assets

Warady & Davis, LLP Profit Sharing and Savings Plan vs every filed plan by assets

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

$52,737,208 Top 12% higher than 88% 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

Warady & Davis, LLP Profit Sharing and 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. Warady & Davis, LLP Profit Sharing and Savings Plan sits mid-pack in the medium band (104 participants).

EBSA filing schedule strip

Filing strip 362170602 · Warady & Davis, LLP PY 2022 · 401(k)

Warady & Davis, LLP Profit Sharing and Savings Plan · $53M · 104 · 88th

  • PART $53M
  • TYPE 104
  • NET 88th
  • BOOK 401(k)
  • VS-ST near Altamira Technologies Corporation 401(k) Plan
  • BOY ind #19298

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 →

Warady & Davis, LLP Profit Sharing and Savings Plan in the asset neighbourhood

Axios Incorporated Multiple Employer Retirement Savings Plan and TrustAxios Incorporated Multiple …$53MWarady & Davis, LLP Profit Sharing and Savings PlanWarady & Davis, LLP Profit S…$53MAltamira Technologies Corporation 401(k) PlanAltamira Technologies Corpor…$53MElara Caring 401(k) Plan$53MUniversal Property & Casualty 401(k) Profit Sharing PlanUniversal Property & Casualt…$53M
End-of-year total assets ($M) among Warady & Davis, LLP Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$53M
Net Income-$11M
Employer EIN362170602
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Warady & Davis, LLP)

Sponsor-wide plan assets over time

All Warady & Davis, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$73M 38.350223242762496% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $52.7M $73M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 104 $53M
2023 1 111 $63M
2024 1 112 $73M

Nearby 401(k) Plans in Illinois

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

Warady & Davis, LLP Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Warady & Davis, LLP Profit Sharing and Savings Plan, Total assets ($B): 0.052737208 · Participants: 104Warady & Davis, LLP Profit Sharing and 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
Warady & Davis, LLP Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Warady & Davis, LLP Profit Sharing and Savings Plan side-by-side with 3 peers →

Warady & Davis, LLP Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Altamira Technologies Corporation 401(k) Plan in VA ($53M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Warady & Davis, LLP Profit Sharing and Savings Plan assets move in 2022? ▼
Warady & Davis, LLP Profit Sharing and Savings Plan declined sharply - down 17.8% during 2022, from $64M to $53M. Reported net income was -$11M.
How have Warady & Davis, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warady & Davis, LLP's sponsor-wide assets grew 38.4%, from $53M to $73M.
Where does Warady & Davis, LLP Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
Warady & Davis, LLP Profit Sharing and Savings Plan ranks in the 88th 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 Warady & Davis, LLP Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Altamira Technologies Corporation 401(k) Plan in VA ($53M, 344 participants).
Which 401(k) plans cover a similar participant headcount to Warady & Davis, LLP Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First City Credit Union 401(k) Plan in CA (104 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 362170602.

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.