401(k) · DOL Form 5500 · 2022
Kaufman, Hall & Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $106M
- Total assets Near avg plan size
- 228
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $466,894
- Avg per participant High balance/head
Official DOL plan name: Kaufman, Hall & Associates, LLC Retirement Plan and Trust · Sponsored by Kaufman, Hall & Associates, LLC · Illinois · Professional & Technical Services
$106M in assets, 228 participants
Kaufman, Hall & Associates, LLC's Kaufman, Hall & Associates, LLC Retirement Plan and Trust reported $106M in total assets and 228 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #20,305 in Professional & Technical Services (21,562 peers)
Coverage in Illinois
Kaufman, Hall & Associates, LLC Retirement Plan and Trust covers 228 participants in Illinois, about 29% of the average Illinois filer (state average ~779 per filing). Assets: $106M.
- #20,305
- in Professional & Technical Services (21,562 peers)
- -9.9%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kaufman, Hall & Associates, LLC Retirement Plan and Trust's outsized position by total assets
Kaufman, Hall & Associates, LLC Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$106,451,812 Top 7% higher than 93% 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
Kaufman, Hall & Associates, LLC Retirement Plan and 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. Kaufman, Hall & Associates, LLC Retirement Plan and Trust sits mid-pack in the medium band (228 participants).
EBSA filing schedule strip
Filing strip 472564584 · Kaufman, Hall & Associates, LLC PY 2022 · 401(k)
Kaufman, Hall & Associates, LLC Retirement Plan and Trust · $106M · 228 · 93rd
- PART $106M
- PART 228
- PART 93rd
- PART 401(k)
- PART near Sage Publications, Inc. 401(k) Profit Sharing Plan and Trust
- PART ind #20305
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 →
Kaufman, Hall & Associates, LLC Retirement Plan and Trust in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $118M |
|---|---|
| Net Assets (End of Year) | $106M |
| Net Income | -$12M |
| Employer EIN | 472564584 |
| Plan Effective Date | 1985-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaufman, Hall & Associates, LLC)
Sponsor-wide plan assets over time
All Kaufman, Hall & Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $165M 55.35773594910719% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 228 | $106M |
| 2023 | 1 | 474 | $149M |
| 2024 | 2 | 1,116 | $165M |
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
Kaufman, Hall & Associates, LLC Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Sage Publications, Inc. 401(k) Profit Sharing Plan and Trust in CA ($106M); by covered participants it is Jsi Store Fixtures Employee Savings Plan in ME (228 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($106M here).
Similar participant headcount
Nearest other-state filings by covered participants (228 participants); asset peers above are excluded.
- Jsi Store Fixtures Employee Savings Plan (ME) 228 · 0 off
- Ikea Kitchen Services 401(k) Plan (CO) 228 · 0 off
- Imvu, Inc. 401(k) Profit Sharing Plan (CA) 228 · 0 off
- Specialty Printing LLC 401(k) Retirement Plan (CT) 228 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.