401(k) · DOL Form 5500 · 2022
Guggenheim Services, LLC 401(k) Plan
Data updated 2026-08-11
- $502M
- Total assets
- 2,073
- Participants
- 98th
- Percentile by assets
- $242,380
- Avg per participant
Official DOL plan name: Guggenheim Services Retirement Savings Plan · Sponsored by Guggenheim Services, LLC · Illinois · Finance & Insurance
$502M in assets, 2,073 participants
Guggenheim Services, LLC's Guggenheim Services Retirement Savings Plan reported $502M in total assets and 2,073 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #8,905 in Finance & Insurance (9,261 peers)
Coverage in Illinois
Guggenheim Services Retirement Savings Plan covers 2,073 participants in Illinois, 2.7x the typical Illinois plan (state average ~779 per filing). Assets: $502M.
- $502M
- total plan assets (2022 EOY)
- 2,073
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $242,380
- avg assets per participant
The plan reported a net loss of $94M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Guggenheim Services Retirement Savings Plan reports 2,073 participants - 2.7x that state average ($502M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $597M |
|---|---|
| Net Assets (End of Year) | $502M |
| Net Income | -$94M |
| Employer EIN | 364464896 |
| Plan Effective Date | 1996-04-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Guggenheim Services, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,073 | $502M |
| 2023 | 1 | 2,123 | $611M |
| 2024 | 1 | 2,186 | $704M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Guggenheim Services Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- 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 Guggenheim Services Retirement Savings Plan by total assets, not by location.
- Cardinal Cash-in II Plan (MN) $502M · 7,746
- Mutual of Omaha 401(k) Long-Term Savings Plan (NE) $503M · 542
- Bradley Arant Boult Cummings LLP Retirement Plan (AL) $502M · 1,005
- Stinson LLP Retirement Plan (MO) $502M · 865
Frequently Asked Questions
How did Guggenheim Services Retirement Savings Plan assets move in 2022? ▼
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Filing takeaways
Ways to act on Guggenheim Services Retirement Savings Plan's numbers.
- By total assets, Guggenheim Services Retirement Savings Plan ranks in the top 5% 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
- Guggenheim Services, LLC's sponsor-wide assets have grown 40.0% since 2022 across 3 plan years on file. More Finance & Insurance plans