401(k) · DOL Form 5500 · 2022
Banner & Witcoff, Ltd. 401(k) Plan
Data updated 2026-08-11
- $142M
- Total assets
- 201
- Participants
- 94th
- Percentile by assets
- $706,059
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $142M
- total plan assets (2022 EOY)
- 201
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $706,059
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust reports 201 participants - about 26% of that state average ($142M EOY assets).
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.)
| 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.
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust by total assets, not by location.
- 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
Frequently Asked Questions
How did Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
How have Banner & Witcoff, Ltd. plan assets changed over time? ▼
Where does Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust? ▼
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Filing takeaways
Ways to act on Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust's numbers.
- By total assets, Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Banner & Witcoff, Ltd.'s sponsor-wide assets have grown 44.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans