401(k) · DOL Form 5500 · 2022

Topel Forman, L.L.C. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
111
Participants Small participant base
77th
Percentile by assets National rank
$175,198
Avg per participant Above avg balance/head
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Official DOL plan name: Topel Forman, L.L.C. Employees' Savings Opportunity Plan · Sponsored by Topel Forman, L.L.C. · Illinois · Professional & Technical Services

$19M in assets, 111 participants

Topel Forman, L.L.C.'s Topel Forman, L.L.C. Employees' Savings Opportunity Plan reported $19M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,615 in Professional & Technical Services (21,562 peers)

Coverage in Illinois

Topel Forman, L.L.C. Employees' Savings Opportunity Plan covers 111 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $19M.

#16,615
in Professional & Technical Services (21,562 peers)
-37.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Topel Forman, L.L.C. Employees' Savings Opportunity Plan's outsized position by total assets

Topel Forman, L.L.C. Employees' Savings Opportunity Plan vs every filed plan by assets

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

$19,446,951 Top 23% higher than 77% 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

Topel Forman, L.L.C. Employees' Savings Opportunity 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. Topel Forman, L.L.C. Employees' Savings Opportunity Plan sits mid-pack in the medium band (111 participants).

EBSA filing schedule strip

Filing strip 362469413 · Topel Forman, L.L.C. PY 2022 · 401(k)

Topel Forman, L.L.C. Employees' Savings Opportunity Plan · $19M · 111 · 77th

  • ASSETS $19M
  • ASSETS 111
  • ASSETS 77th
  • ASSETS 401(k)
  • ASSETS near The Amt 401(k) Plan
  • ASSETS ind #16615

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 →

Topel Forman, L.L.C. Employees' Savings Opportunity Plan in the asset neighbourhood

Topel Forman, L.L.C. Employees' Savings Opportunity PlanTopel Forman, L.L.C. Employe…$19MThe Amt 401(k) Plan$19MAlation, Inc. Retirement TrustAlation, Inc. Retirement Tru…$19MWalker Methodist Retirement Savings PlanWalker Methodist Retirement …$19MWoori America Bank 401(k) Profit Sharing PlanWoori America Bank 401(k) Pr…$19M
End-of-year total assets ($M) among Topel Forman, L.L.C. Employees' Savings Opportunity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$19M
Net Income-$12M
Employer EIN362469413
Plan Effective Date1984-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Topel Forman, L.L.C.)

Sponsor-wide plan assets over time

All Topel Forman, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 68.82921646688985% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.5M $32.8M ▲ +68.8%
Year Plans Participants Total Assets
2022 1 111 $19M
2023 1 130 $26M
2024 1 148 $33M

Nearby 401(k) Plans in Illinois

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

Topel Forman, L.L.C. Employees' Savings Opportunity Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Topel Forman, L.L.C. Employees' Savings Opportunity Plan, Total assets ($B): 0.019446951 · Participants: 111Topel Forman, L.L.C. Employees' Savings Opportunity 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
Topel Forman, L.L.C. Employees' Savings Opportunity Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Topel Forman, L.L.C. Employees' Savings Opportunity Plan side-by-side with 3 peers →

Topel Forman, L.L.C. Employees' Savings Opportunity Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is The Amt 401(k) Plan in VA ($19M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Topel Forman, L.L.C. Employees' Savings Opportunity Plan assets move in 2022? ▼
Topel Forman, L.L.C. Employees' Savings Opportunity Plan contracted severely - down 37.7% during 2022, from $31M to $19M. Reported net income was -$12M.
How have Topel Forman, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Topel Forman, L.L.C.'s sponsor-wide assets grew 68.8%, from $19M to $33M.
Where does Topel Forman, L.L.C. Employees' Savings Opportunity Plan rank by assets among Form 5500 filers? ▼
Topel Forman, L.L.C. Employees' Savings Opportunity Plan ranks in the 77th 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 Topel Forman, L.L.C. Employees' Savings Opportunity Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Amt 401(k) Plan in VA ($19M, 61 participants).
Which 401(k) plans cover a similar participant headcount to Topel Forman, L.L.C. Employees' Savings Opportunity Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Green Box Loans Inc, 401(k) Plan in CA (111 participants, $192K 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 362469413.

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.