401(k) · DOL Form 5500 · 2022

Batescarey LLP 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
96
Participants Small participant base
88th
Percentile by assets National rank
$492,640
Avg per participant High balance/head
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Official DOL plan name: Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features · Sponsored by Batescarey LLP · Illinois · Professional & Technical Services

$47M in assets, 96 participants

Batescarey LLP's Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features reported $47M in total assets and 96 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.

  • #19,082 in Professional & Technical Services (21,562 peers)

Where Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features sits by assets

Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features sits in the top quartile of all filed plans by assets, $47M for 96 participants (~$492,640/participant), down 10.8% in 2022.

#19,082
in Professional & Technical Services (21,562 peers)
-10.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features's outsized position by total assets

Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features vs every filed plan by assets

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

$47,293,458 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

Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features is a small filing (96 participants) on this national headcount ladder.

DOL schedule card

Filing strip 364321906 · Batescarey LLP PY 2022 · 401(k)

Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features · $47M · 96 · 88th

  • EIN $47M
  • RANK 96
  • PHOTO 88th
  • IND 401(k)
  • EOY near Arcata Associates, Inc. 401(k) Plan
  • 5500 ind #19082

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 →

Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features in the asset neighbourhood

North American Dental Management, LLC 401(k) PlanNorth American Dental Manage…$47MSymmes, Maini & Mckee Associates, Inc. 401(k) PlanSymmes, Maini & Mckee Associ…$47MBatescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) FeaturesBatescarey LLP Profit Sharin…$47MArcata Associates, Inc. 401(k) PlanArcata Associates, Inc. 401(…$47MWikoff Color Corporation 401(k) Profit Sharing PlanWikoff Color Corporation 401…$47M
End-of-year total assets ($M) among Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$47M
Net Income-$6M
Employer EIN364321906
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Batescarey LLP)

Sponsor-wide plan assets over time

All Batescarey LLP plans reported in each filing year

Latest sponsor-wide plan assets
$62M 30.51047990612148% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.3M $61.7M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 96 $47M
2023 1 86 $55M
2024 1 90 $62M

Nearby 401(k) Plans in Illinois

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

Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features, Total assets ($B): 0.047293458 · Participants: 96Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) FeaturesState 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
Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features side-by-side with 3 peers →

Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Arcata Associates, Inc. 401(k) Plan in NV ($47M); by covered participants it is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features assets move in 2022? ▼
Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features pulled back noticeably - down 10.8% during 2022, from $53M to $47M. Reported net income was -$6M.
How have Batescarey LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Batescarey LLP's sponsor-wide assets grew 30.5%, from $47M to $62M.
Where does Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features rank by assets among Form 5500 filers? ▼
Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features 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 Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features? ▼
Among 401(k) plans in other states, the closest by assets is Arcata Associates, Inc. 401(k) Plan in NV ($47M, 304 participants).
Which 401(k) plans cover a similar participant headcount to Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features? ▼
Among 401(k) plans in other states, the closest by covered participants is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants, $46K 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 364321906.

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.