401(k) · DOL Form 5500 · 2022
Banner & Witcoff, Ltd. 401(k) Plan
Data updated 2026-08-25
- $142M
- Total assets Near avg plan size
- 201
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $706,059
- Avg per participant High balance/head
Official DOL plan name: Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust · Sponsored by Banner & Witcoff, Ltd. · Illinois · Professional & Technical Services
$142M in assets, 201 participants
Banner & Witcoff, Ltd.'s Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust reported $142M in total assets and 201 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #20,593 in Professional & Technical Services (21,562 peers)
Coverage in Illinois
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust covers 201 participants in Illinois, about 26% of the average Illinois filer (state average ~779 per filing). Assets: $142M.
- #20,593
- in Professional & Technical Services (21,562 peers)
- -19.6%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$141,917,839 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Banner & Witcoff, Ltd. 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. Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (201 participants).
EBSA filing schedule strip
Filing strip 364008943 · Banner & Witcoff, Ltd. PY 2022 · 401(k)
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust · $142M · 201 · 94th
- IND $142M
- EOY 201
- 5500 94th
- ASSETS 401(k)
- PCT near Barclay Damon LLP Profit Sharing and 401(k) Plan
- EIN ind #20593
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 →
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $176M |
|---|---|
| Net Assets (End of Year) | $142M |
| Net Income | -$35M |
| Employer EIN | 364008943 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Banner & Witcoff, Ltd.)
Sponsor-wide plan assets over time
All Banner & Witcoff, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $205M 44.2107204014007% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 201 | $142M |
| 2023 | 1 | 214 | $177M |
| 2024 | 1 | 249 | $205M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Banner & Witcoff, Ltd. 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 Barclay Damon LLP Profit Sharing and 401(k) Plan in NY ($142M); by covered participants it is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($142M here).
- Barclay Damon LLP Profit Sharing and 401(k) Plan (NY) $142M · 420
- Aegis 401(k) Retirement Plan (NJ) $142M · 261
- Spring Education Group 401(k) Retirement Plan (PA) $142M · 5,638
- R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan (UT) $142M · 2,106
Similar participant headcount
Nearest other-state filings by covered participants (201 participants); asset peers above are excluded.
- Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust (KS) 201 · 0 off
- Dna Diagnostics Center Inc. 401(k) Plan (OH) 201 · 0 off
- Kuka Assembly and Test Corp. Retirement/401(k) Plan (MI) 201 · 0 off
- Aztec Well Servicing Co., Inc. 401(k) Profit Sharing Plan (NM) 201 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.