401(k) · DOL Form 5500 · 2022

Eagle Seven 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
94
Participants Small participant base
75th
Percentile by assets National rank
$187,505
Avg per participant Above avg balance/head
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Official DOL plan name: Eagle Seven Holdings, LP 401(k) Plan & Trust · Sponsored by Eagle Seven · Illinois · Finance & Insurance

$18M in assets, 94 participants

Eagle Seven's Eagle Seven Holdings, LP 401(k) Plan & Trust reported $18M in total assets and 94 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,659 in Finance & Insurance (9,261 peers)

Where Eagle Seven Holdings, LP 401(k) Plan & Trust sits by assets

Eagle Seven Holdings, LP 401(k) Plan & Trust sits in the top quartile of all filed plans by assets, $18M for 94 participants (~$187,505/participant), down 3.7% in 2022.

#5,659
in Finance & Insurance (9,261 peers)
-3.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $675K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Eagle Seven Holdings, LP 401(k) Plan & Trust's outsized position by total assets

Eagle Seven Holdings, LP 401(k) Plan & Trust vs every filed plan by assets

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

$17,625,454 Top 25% higher than 75% 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

Eagle Seven Holdings, LP 401(k) Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eagle Seven Holdings, LP 401(k) Plan & Trust is a small filing (94 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 273706077 · Eagle Seven PY 2022 · 401(k)

Eagle Seven Holdings, LP 401(k) Plan & Trust · $18M · 94 · 75th

  • ASSETS $18M
  • ASSETS 94
  • ASSETS 75th
  • ASSETS 401(k)
  • ASSETS near Mass Precision 401(k) Plan
  • ASSETS ind #5659

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 →

Eagle Seven Holdings, LP 401(k) Plan & Trust in the asset neighbourhood

Eagle Seven Holdings, LP 401(k) Plan & TrustEagle Seven Holdings, LP 401…$18MMass Precision 401(k) Plan$18MAlliance Water Resources, Inc. Profit Sharing/401(k) PlanAlliance Water Resources, In…$18MCnmri, P.a. 401(k) Plan$18MMcguire, Craddock & Strother, P.C. 401(k) Profit Sharing PlanMcguire, Craddock & Strother…$18M
End-of-year total assets ($M) among Eagle Seven Holdings, LP 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income-$675K
Employer EIN273706077
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eagle Seven)

Sponsor-wide plan assets over time

All Eagle Seven plans reported in each filing year

Latest sponsor-wide plan assets
$31M 73.55700454581199% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.6M $30.6M ▲ +73.5%
Year Plans Participants Total Assets
2022 1 94 $18M
2023 1 112 $24M
2024 1 123 $31M

Nearby 401(k) Plans in Illinois

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

Eagle Seven Holdings, LP 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Eagle Seven Holdings, LP 401(k) Plan & Trust, Total assets ($B): 0.017625454 · Participants: 94Eagle Seven Holdings, LP 401(k) 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
Eagle Seven Holdings, LP 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants

Eagle Seven Holdings, LP 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mass Precision 401(k) Plan in CA ($18M); by covered participants it is Coforge Bpm, Inc. 401(k) Plan in ID (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Eagle Seven Holdings, LP 401(k) Plan & Trust assets move in 2022?
Eagle Seven Holdings, LP 401(k) Plan & Trust edged down modestly - down 3.7% during 2022, from $18M to $18M. Reported net income was -$675K.
How have Eagle Seven plan assets changed over time?
Across 3 plan years on file (2022-2024), Eagle Seven's sponsor-wide assets grew 73.6%, from $18M to $31M.
Where does Eagle Seven Holdings, LP 401(k) Plan & Trust rank by assets among Form 5500 filers?
Eagle Seven Holdings, LP 401(k) Plan & Trust ranks in the 75th 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 Eagle Seven Holdings, LP 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Mass Precision 401(k) Plan in CA ($18M, 435 participants).
Which 401(k) plans cover a similar participant headcount to Eagle Seven Holdings, LP 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Coforge Bpm, Inc. 401(k) Plan in ID (94 participants, N/A in assets).