401(k) · DOL Form 5500 · 2022
The Mather Group, LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 122
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $63,178
- Avg per participant Low balance/head
Official DOL plan name: The Mather Group 401(k) Plan · Sponsored by The Mather Group, LLC · Illinois · Finance & Insurance
$8M in assets, 122 participants
The Mather Group, LLC's The Mather Group 401(k) Plan reported $8M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #3,970 in Finance & Insurance (9,261 peers)
Coverage in Illinois
The Mather Group 401(k) Plan covers 122 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $8M.
- #3,970
- in Finance & Insurance (9,261 peers)
- +36.0%
- assets growth YoY
The Mather Group 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
The Mather Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,707,727 Top 40% higher than 60% 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
The Mather Group 401(k) 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. The Mather Group 401(k) Plan sits mid-pack in the medium band (122 participants).
EBSA filing schedule strip
Filing strip 472381165 · The Mather Group, LLC PY 2022 · 401(k)
The Mather Group 401(k) Plan · $8M · 122 · 60th
- BOOK $8M
- VS-ST 122
- BOY 60th
- SCH 401(k)
- EBSA near Opies Transport, Inc. Employees 401(k) Plan
- PART ind #3970
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 Finance & Insurance retirement plans → · Plans in Illinois →
The Mather Group 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 472381165 |
| Plan Effective Date | 2011-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Mather Group, LLC)
Sponsor-wide plan assets over time
All The Mather Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 105.6888885659806% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $8M |
| 2023 | 1 | 147 | $11M |
| 2024 | 1 | 163 | $16M |
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
The Mather Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Opies Transport, Inc. Employees 401(k) Plan in MO ($8M); by covered participants it is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (122 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.