401(k) · DOL Form 5500 · 2022

Horwood Marcus & Berk Chartered 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
92
Participants Small participant base
88th
Percentile by assets National rank
$516,823
Avg per participant High balance/head
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Official DOL plan name: Hmb Legal Counsel 401(k) Profit Sharing Plan · Sponsored by Horwood Marcus & Berk Chartered · Illinois · Professional & Technical Services

$48M in assets, 92 participants

Horwood Marcus & Berk Chartered's Hmb Legal Counsel 401(k) Profit Sharing Plan reported $48M in total assets and 92 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.

  • #19,094 in Professional & Technical Services (21,562 peers)

Where Hmb Legal Counsel 401(k) Profit Sharing Plan sits by assets

Hmb Legal Counsel 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $48M for 92 participants (~$516,823/participant), down 17.5% in 2022.

#19,094
in Professional & Technical Services (21,562 peers)
-17.5%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hmb Legal Counsel 401(k) Profit Sharing Plan's outsized position by total assets

Hmb Legal Counsel 401(k) Profit Sharing Plan vs every filed plan by assets

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

$47,547,705 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

Hmb Legal Counsel 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hmb Legal Counsel 401(k) Profit Sharing Plan is a small filing (92 participants) on this national headcount ladder.

DOL schedule card

Filing strip 363302504 · Horwood Marcus & Berk Chartered PY 2022 · 401(k)

Hmb Legal Counsel 401(k) Profit Sharing Plan · $48M · 92 · 88th

  • IND $48M
  • EOY 92
  • 5500 88th
  • ASSETS 401(k)
  • PCT near Phototype Engraving Company, Inc. Retirement Savings Plan
  • EIN ind #19094

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 →

Hmb Legal Counsel 401(k) Profit Sharing Plan in the asset neighbourhood

Hmb Legal Counsel 401(k) Profit Sharing PlanHmb Legal Counsel 401(k) Pro…$48MPhototype Engraving Company, Inc. Retirement Savings PlanPhototype Engraving Company,…$48MPremier Medical Group,P.C.401(k) Profit Sharing PlanPremier Medical Group,P.C.40…$48MMorgan Properties 401(k) Plan$48MWest Liberty Foods, L.L.C. Employee Savings PlanWest Liberty Foods, L.L.C. E…$48M
End-of-year total assets ($M) among Hmb Legal Counsel 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$48M
Net Income-$10M
Employer EIN363302504
Plan Effective Date1987-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Horwood Marcus & Berk Chartered)

Sponsor-wide plan assets over time

All Horwood Marcus & Berk Chartered plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M 202220232024 $47.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 92 $48M
2023 1 94 $51M
2024 1 104 N/A

Nearby 401(k) Plans in Illinois

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

Hmb Legal Counsel 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Hmb Legal Counsel 401(k) Profit Sharing Plan, Total assets ($B): 0.047547705 · Participants: 92Hmb Legal Counsel 401(k) 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
Hmb Legal Counsel 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Hmb Legal Counsel 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hmb Legal Counsel 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Phototype Engraving Company, Inc. Retirement Savings Plan in OH ($48M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Hmb Legal Counsel 401(k) Profit Sharing Plan assets move in 2022? ▼
Hmb Legal Counsel 401(k) Profit Sharing Plan declined sharply - down 17.5% during 2022, from $58M to $48M. Reported net income was -$10M.
Where does Hmb Legal Counsel 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hmb Legal Counsel 401(k) Profit Sharing Plan 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 Hmb Legal Counsel 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phototype Engraving Company, Inc. Retirement Savings Plan in OH ($48M, 335 participants).
Which 401(k) plans cover a similar participant headcount to Hmb Legal Counsel 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (92 participants, $11M 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 363302504.

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.