401(k) · DOL Form 5500 · 2022

Planned Property Management in 401(k) Plan

Data updated 2026-08-25

$193K
Total assets Small plan by assets
108
Participants Small participant base
10th
Percentile by assets National rank
$1,788
Avg per participant Low balance/head
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Official DOL plan name: Planned Property Group 401(k) Profit Sharing Plan & Trust · Sponsored by Planned Property Management in · Illinois · Real Estate

$193K in assets, 108 participants

Planned Property Management in's Planned Property Group 401(k) Profit Sharing Plan & Trust reported $193K in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.

  • #799 in Real Estate (5,057 peers)

Coverage in Illinois

Planned Property Group 401(k) Profit Sharing Plan & Trust covers 108 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $193K.

#799
in Real Estate (5,057 peers)
+14.9%
assets growth YoY

Planned Property Group 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Planned Property Group 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$193,084 10th percentile higher than 10% 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

Planned Property Group 401(k) Profit Sharing Plan & Trust 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. Planned Property Group 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (108 participants).

Published 5500 schedule card

Filing strip 364014866 · Planned Property Management in PY 2022 · 401(k)

Planned Property Group 401(k) Profit Sharing Plan & Trust · $193K · 108 · 10th

  • EOY $193K
  • 5500 108
  • ASSETS 10th
  • PCT 401(k)
  • EIN near Garden Cress Corp. 401(k) Plan
  • RANK ind #799

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 Real Estate retirement plans → · Plans in Illinois →

Planned Property Group 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Planned Property Group 401(k) Profit Sharing Plan & TrustPlanned Property Group 401(k…$193KGarden Cress Corp. 401(k) PlanGarden Cress Corp. 401(k) Pl…$193KUniversal Bits, Inc. 401(k) PlanUniversal Bits, Inc. 401(k) …$193KGutierrez Boulris PLLC 401(k) Profit Sharing Plan & TrustGutierrez Boulris PLLC 401(k…$193KSpot on Remodeling Corporation 401(k) Profit Sharing PlanSpot on Remodeling Corporati…$193K
End-of-year total assets ($M) among Planned Property Group 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$168K
Net Assets (End of Year)$193K
Net Income$25K
Employer EIN364014866
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Planned Property Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Planned Property Group 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000193084 · Participants: 108Planned Property Group 401(k) Profit Sharing Plan & TrustState 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
Planned Property Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Planned Property Group 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Planned Property Group 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Garden Cress Corp. 401(k) Plan in FL ($193K); by covered participants it is Holman Professional Counseling 401(k) Plan in CA (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Planned Property Group 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Planned Property Group 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 14.9% during 2022, from $168K to $193K. Reported net income was $25K.
Where does Planned Property Group 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Planned Property Group 401(k) Profit Sharing Plan & Trust ranks in the 10th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Planned Property Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Garden Cress Corp. 401(k) Plan in FL ($193K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Planned Property Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Holman Professional Counseling 401(k) Plan in CA (108 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 364014866.

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.