401(k) · DOL Form 5500 · 2022

William Blair & Company, LLC 401(k) Plan

Data updated 2026-08-25

$886M
Total assets Above avg plan size
1,812
Participants Near avg headcount
99th
Percentile by assets National rank
$488,930
Avg per participant High balance/head
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Official DOL plan name: William Blair 401(k) and Profit Sharing Plan · Sponsored by William Blair & Company, LLC · Illinois · Finance & Insurance

$886M in assets, 1,812 participants

William Blair & Company, LLC's William Blair 401(k) and Profit Sharing Plan reported $886M in total assets and 1,812 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #9,039 in Finance & Insurance (9,261 peers)

Coverage in Illinois

William Blair 401(k) and Profit Sharing Plan covers 1,812 participants in Illinois, 2.3x the typical Illinois plan (state average ~779 per filing). Assets: $886M.

#9,039
in Finance & Insurance (9,261 peers)
-15.8%
assets change YoY
8.9×
vs typical plan assets (national mean)

The plan reported a net loss of $167M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

William Blair 401(k) and Profit Sharing Plan's outsized position by total assets

William Blair 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$885,941,598 Top 1% higher than 99% 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

William Blair 401(k) and Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William Blair 401(k) and Profit Sharing Plan lands in the large band (1,812 participants).

Plan-year Form 5500 strip

Filing strip 362214610 · William Blair & Company, LLC PY 2022 · 401(k)

William Blair 401(k) and Profit Sharing Plan · $886M · 1,812 · 99th

  • PHOTO $886M
  • IND 1,812
  • EOY 99th
  • 5500 401(k)
  • ASSETS near Speedway Retirement Readiness Plan
  • PCT ind #9039

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 →

William Blair 401(k) and Profit Sharing Plan in the asset neighbourhood

Speedway Retirement Readiness PlanSpeedway Retirement Readines…$887MWilliam Blair 401(k) and Profit Sharing PlanWilliam Blair 401(k) and Pro…$886MTeradyne, Inc. Savings Plan$883MCommerce Bancshares, Inc. Participating Investment PlanCommerce Bancshares, Inc. Pa…$883MOncor Thrift Plan$883M
End-of-year total assets ($M) among William Blair 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$886M
Net Income-$167M
Employer EIN362214610
Plan Effective Date1953-12-14
Filing StatusFILING RECEIVED

Sponsor Plan History (William Blair & Company, LLC)

Sponsor-wide plan assets over time

All William Blair & Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 34.77360637489787% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.89B $1.19B ▲ +33.7%
Year Plans Participants Total Assets
2022 1 1,812 $886M
2023 1 1,979 $1.1B
2024 1 1,816 $1.2B

Nearby 401(k) Plans in Illinois

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

William Blair 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 05101520 Total assets ($B) Participants William Blair 401(k) and Profit Sharing Plan, Total assets ($B): 0.885941598 · Participants: 1812William Blair 401(k) and Profit Sharing 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
William Blair 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare William Blair 401(k) and Profit Sharing Plan side-by-side with 3 peers →

William Blair 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Speedway Retirement Readiness Plan in OH ($887M); by covered participants it is Dsi 401(k) Plan in AL (1,812 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($886M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,812 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 William Blair 401(k) and Profit Sharing Plan assets move in 2022? ▼
William Blair 401(k) and Profit Sharing Plan declined sharply - down 15.8% during 2022, from $1.1B to $886M. Reported net income was -$167M.
How have William Blair & Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Blair & Company, LLC's sponsor-wide assets grew 34.8%, from $886M to $1.2B.
Where does William Blair 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
William Blair 401(k) and Profit Sharing Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to William Blair 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Speedway Retirement Readiness Plan in OH ($887M, 29,586 participants).
Which 401(k) plans cover a similar participant headcount to William Blair 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dsi 401(k) Plan in AL (1,812 participants, $1M 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 362214610.

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.