401(k)
2022 plan-year 401(k) DOL Form 5500

Employees Profit Sharing 401(k) Plan of Alfred Benesch & Company

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Alfred Benesch & Company · Illinois · Professional & Technical Services

What the 2023 filing shows

Employees Profit Sharing 401(k) Plan of Alfred Benesch & Company holds $229M for 762 participants — about $300,228 per participant, down 14.2% over the 2022 plan year.

$229M
total plan assets (2022 EOY)
762
covered participants
$300,228
avg assets per participant
-14.2%
assets change YoY

The plan reported a net loss of $38M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$229M
Participants
762
State
Industry
Professional & Technical Services

What the Filing Says About Employees Profit Sharing 401(k) Plan of Alfred Benesch & Company

Employees Profit Sharing 401(k) Plan of Alfred Benesch & Company is a 401(k) retirement plan sponsored by Alfred Benesch & Company, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $229M in total end-of-year assets and covers 762 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 362407363, and the plan has been effective since 1984-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $267M at the beginning of 2022 to $229M at year-end — a decline of 14.2%. Net assets (after liabilities) closed the year at $229M, with reported net income of $-37,925,877 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$267M
Total Assets (End of Year)$229M
Net Assets (End of Year)$229M
Net Income$-37,925,877
Plan Type401(k)
Employer EIN362407363
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alfred Benesch & Company)

Year Plans Participants Total Assets
2022 1 762 $229M
2023 1 900 $277M
2024 1 1,033 $336M

Nearby 401(k) Plans in Illinois

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Frequently Asked Questions

How much money is in the Employees Profit Sharing 401(k) Plan of Alfred Benesch & Company?
As of the 2022 Form 5500 filing, Employees Profit Sharing 401(k) Plan of Alfred Benesch & Company holds $229M in total assets with 762 participants. It is sponsored by Alfred Benesch & Company.
What type of plan is Employees Profit Sharing 401(k) Plan of Alfred Benesch & Company?
Employees Profit Sharing 401(k) Plan of Alfred Benesch & Company is a 401(k) plan. It has been effective since 1984-06-01. The plan is filed with the U.S. Department of Labor under EIN 362407363.
Who sponsors the Employees Profit Sharing 401(k) Plan of Alfred Benesch & Company?
Employees Profit Sharing 401(k) Plan of Alfred Benesch & Company is sponsored by Alfred Benesch & Company, located in Illinois. The sponsor's EIN is 362407363 and the plan operates in the Professional & Technical Services industry.
How did Employees Profit Sharing 401(k) Plan of Alfred Benesch & Company perform in 2022?
Employees Profit Sharing 401(k) Plan of Alfred Benesch & Company declined by 14.2% during 2022, moving from $267M to $229M in total assets. Net income was $-37,925,877.
Where can I find official filings for Employees Profit Sharing 401(k) Plan of Alfred Benesch & Company?
Official Form 5500 filings for Employees Profit Sharing 401(k) Plan of Alfred Benesch & Company are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362407363 or plan name at efast.dol.gov.
How does Employees Profit Sharing 401(k) Plan of Alfred Benesch & Company compare to other plans?
You can compare Employees Profit Sharing 401(k) Plan of Alfred Benesch & Company against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 362407363.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.