401(k) · DOL Form 5500 · 2022

Service Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
148
Participants Small participant base
70th
Percentile by assets National rank
$86,882
Avg per participant Below avg balance/head
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Official DOL plan name: Service Holdings, LLC Retirement Plan · Sponsored by Service Holdings, LLC · Illinois · Management of Enterprises

$13M in assets, 148 participants

Service Holdings, LLC's Service Holdings, LLC Retirement Plan reported $13M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #587 in Management of Enterprises (1,193 peers)

Coverage in Illinois

Service Holdings, LLC Retirement Plan covers 148 participants in Illinois, about 19% of the average Illinois filer (state average ~779 per filing). Assets: $13M.

#587
in Management of Enterprises (1,193 peers)
-18.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Service Holdings, LLC Retirement Plan's outsized position by total assets

Service Holdings, LLC Retirement Plan vs every filed plan by assets

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

$12,858,526 Top 30% higher than 70% 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

Service Holdings, LLC 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. Service Holdings, LLC Retirement Plan sits mid-pack in the medium band (148 participants).

DOL schedule card

Filing strip 364252962 · Service Holdings, LLC PY 2022 · 401(k)

Service Holdings, LLC Retirement Plan · $13M · 148 · 70th

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  • BOOK ind #587

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 Management of Enterprises retirement plans → · Plans in Illinois →

Service Holdings, LLC Retirement Plan in the asset neighbourhood

Service Holdings, LLC Retirement PlanService Holdings, LLC Retire…$13MBankwell Financial Group, Inc. and Its Subsidiaries and Affiliates 401(k) PlanBankwell Financial Group, In…$13MAllegheny Wood Products, Inc. 401(k) Profit Sharing PlanAllegheny Wood Products, Inc…$13MCoherent Logix, Incorporated 401(k) PlanCoherent Logix, Incorporated…$13MTown Financial Corporation and Other Related Companies Salary STown Financial Corporation a…$13M
End-of-year total assets ($M) among Service Holdings, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN364252962
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Service Holdings, LLC)

Sponsor-wide plan assets over time

All Service Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 29.23109538371661% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.9M $16.6M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 148 $13M
2023 1 153 $15M
2024 1 160 $17M

Nearby 401(k) Plans in Illinois

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

Service Holdings, LLC Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Service Holdings, LLC Retirement Plan, Total assets ($B): 0.012858526 · Participants: 148Service Holdings, LLC 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
Service Holdings, LLC Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Service Holdings, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Bankwell Financial Group, Inc. and Its Subsidiaries and Affiliates 401(k) Plan in CT ($13M); by covered participants it is Variq Corporation 401(k) Plan in MD (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Service Holdings, LLC Retirement Plan assets move in 2022?
Service Holdings, LLC Retirement Plan declined sharply - down 18.7% during 2022, from $16M to $13M. Reported net income was -$3M.
How have Service Holdings, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Service Holdings, LLC's sponsor-wide assets grew 29.2%, from $13M to $17M.
Which 401(k) plans are similar in size to Service Holdings, LLC Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Bankwell Financial Group, Inc. and Its Subsidiaries and Affiliates 401(k) Plan in CT ($13M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Service Holdings, LLC Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Variq Corporation 401(k) Plan in MD (148 participants, N/A in assets).