401(k) · DOL Form 5500 · 2022

Savant Capital, LLC 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
249
Participants Below avg headcount
86th
Percentile by assets National rank
$168,695
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Savant Capital, LLC 401(k) Plan · Sponsored by Savant Capital, LLC · Illinois · Finance & Insurance

$42M in assets, 249 participants

Savant Capital, LLC's Savant Capital, LLC 401(k) Plan reported $42M in total assets and 249 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.

  • #7,252 in Finance & Insurance (9,261 peers)

Coverage in Illinois

Savant Capital, LLC 401(k) Plan covers 249 participants in Illinois, about 32% of the average Illinois filer (state average ~779 per filing). Assets: $42M.

#7,252
in Finance & Insurance (9,261 peers)
-5.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Savant Capital, LLC 401(k) Plan's outsized position by total assets

Savant Capital, LLC 401(k) Plan vs every filed plan by assets

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

$42,005,000 Top 14% higher than 86% 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

Savant Capital, LLC 401(k) 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. Savant Capital, LLC 401(k) Plan sits mid-pack in the medium band (249 participants).

DOL schedule card

Filing strip 453812777 · Savant Capital, LLC PY 2022 · 401(k)

Savant Capital, LLC 401(k) Plan · $42M · 249 · 86th

  • BOY $42M
  • BOY 249
  • BOY 86th
  • BOY 401(k)
  • BOY near Southwest Sales ESOP & 401(k) Retirement Plan
  • BOY ind #7252

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 Finance & Insurance retirement plans → · Plans in Illinois →

Savant Capital, LLC 401(k) Plan in the asset neighbourhood

Savant Capital, LLC 401(k) PlanSavant Capital, LLC 401(k) P…$42MAureon Retirement Savings PlanAureon Retirement Savings Pl…$42MMclanahan Corporation Employee's 401(k) Retirement PlanMclanahan Corporation Employ…$42MSouthwest Sales ESOP & 401(k) Retirement PlanSouthwest Sales ESOP & 401(k…$42MBlackhawk Industrial Distribution, Inc. 401(k) PlanBlackhawk Industrial Distrib…$42M
End-of-year total assets ($M) among Savant Capital, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$42M
Net Income-$2M
Employer EIN453812777
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Savant Capital, LLC)

Sponsor-wide plan assets over time

All Savant Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$79M 88.67101535531484% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $42M $79.3M ▲ +88.6%
Year Plans Participants Total Assets
2022 1 249 $42M
2023 1 329 $55M
2024 1 525 $79M

Nearby 401(k) Plans in Illinois

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

Savant Capital, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Savant Capital, LLC 401(k) Plan, Total assets ($B): 0.042005 · Participants: 249Savant Capital, LLC 401(k) 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
Savant Capital, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Savant Capital, LLC 401(k) Plan side-by-side with 3 peers →

Savant Capital, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Southwest Sales ESOP & 401(k) Retirement Plan in TX ($42M); by covered participants it is Craig Resources Inc. 401(k) Plan in KS (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Savant Capital, LLC 401(k) Plan assets move in 2022? ▼
Savant Capital, LLC 401(k) Plan pulled back noticeably - down 5.2% during 2022, from $44M to $42M. Reported net income was -$2M.
How have Savant Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Savant Capital, LLC's sponsor-wide assets grew 88.7%, from $42M to $79M.
Where does Savant Capital, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Savant Capital, LLC 401(k) Plan ranks in the 86th 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 Savant Capital, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southwest Sales ESOP & 401(k) Retirement Plan in TX ($42M, 46 participants).
Which 401(k) plans cover a similar participant headcount to Savant Capital, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Craig Resources Inc. 401(k) Plan in KS (249 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 453812777.

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.