401(k) · DOL Form 5500 · 2022

Heitman LLC 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
283
Participants Below avg headcount
90th
Percentile by assets National rank
$232,223
Avg per participant Above avg balance/head
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Official DOL plan name: Heitman Employees Advantage Retirement Plan · Sponsored by Heitman LLC · Illinois · Real Estate

$66M in assets, 283 participants

Heitman LLC's Heitman Employees Advantage Retirement Plan reported $66M in total assets and 283 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #4,899 in Real Estate (5,057 peers)

Coverage in Illinois

Heitman Employees Advantage Retirement Plan covers 283 participants in Illinois, about 36% of the average Illinois filer (state average ~779 per filing). Assets: $66M.

#4,899
in Real Estate (5,057 peers)
-14.5%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heitman Employees Advantage Retirement Plan's outsized position by total assets

Heitman Employees Advantage Retirement Plan vs every filed plan by assets

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

$65,719,236 Top 10% higher than 90% 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

Heitman Employees Advantage Retirement 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. Heitman Employees Advantage Retirement Plan sits mid-pack in the medium band (283 participants).

DOL schedule card

Filing strip 364263867 · Heitman LLC PY 2022 · 401(k)

Heitman Employees Advantage Retirement Plan · $66M · 283 · 90th

  • EIN $66M
  • RANK 283
  • PHOTO 90th
  • IND 401(k)
  • EOY near Presto 401(k) Plan
  • 5500 ind #4899

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 →

Heitman Employees Advantage Retirement Plan in the asset neighbourhood

Heitman Employees Advantage Retirement PlanHeitman Employees Advantage …$66MPresto 401(k) Plan$66MRahr Corporation Employees' Retirement Savings PlanRahr Corporation Employees' …$66MFoley & Mansfield Profit Sharing PlanFoley & Mansfield Profit Sha…$66MFeld Entertainment, Inc. 401(k) PlanFeld Entertainment, Inc. 401…$66M
End-of-year total assets ($M) among Heitman Employees Advantage Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$66M
Net Income-$11M
Employer EIN364263867
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heitman LLC)

Sponsor-wide plan assets over time

All Heitman LLC plans reported in each filing year

Latest sponsor-wide plan assets
$91M 38.35999097737533% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $65.7M $90.9M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 283 $66M
2023 1 307 $79M
2024 1 309 $91M

Nearby 401(k) Plans in Illinois

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

Heitman Employees Advantage Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Heitman Employees Advantage Retirement Plan, Total assets ($B): 0.065719236 · Participants: 283Heitman Employees Advantage Retirement 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
Heitman Employees Advantage Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Heitman Employees Advantage Retirement Plan side-by-side with 3 peers →

Heitman Employees Advantage Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Presto 401(k) Plan in WI ($66M); by covered participants it is Jerritt Canyon Gold LLC 401(k) Plan in NV (283 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (283 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 Heitman Employees Advantage Retirement Plan assets move in 2022? ▼
Heitman Employees Advantage Retirement Plan pulled back noticeably - down 14.5% during 2022, from $77M to $66M. Reported net income was -$11M.
How have Heitman LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heitman LLC's sponsor-wide assets grew 38.4%, from $66M to $91M.
Where does Heitman Employees Advantage Retirement Plan rank by assets among Form 5500 filers? ▼
Heitman Employees Advantage Retirement Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Heitman Employees Advantage Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Presto 401(k) Plan in WI ($66M, 892 participants).
Which 401(k) plans cover a similar participant headcount to Heitman Employees Advantage Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jerritt Canyon Gold LLC 401(k) Plan in NV (283 participants, $3M 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 364263867.

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.