401(k) · DOL Form 5500 · 2022

Planet Equity Group, LLC 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
3,287
Participants Above avg headcount
87th
Percentile by assets National rank
$14,256
Avg per participant Low balance/head
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Official DOL plan name: Planet Equity Group, LLC 401(k) Plan · Sponsored by Planet Equity Group, LLC · Illinois · Other Services

$47M in assets, 3,287 participants

Planet Equity Group, LLC's Planet Equity Group, LLC 401(k) Plan reported $47M in total assets and 3,287 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,921 in Other Services (8,398 peers)

Coverage in Illinois

Planet Equity Group, LLC 401(k) Plan covers 3,287 participants in Illinois, 4.2x the typical Illinois plan (state average ~779 per filing). Assets: $47M.

#7,921
in Other Services (8,398 peers)
+28.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Planet Equity Group, LLC 401(k) Plan's outsized position by total assets

Planet Equity Group, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$46,858,983 Top 13% higher than 87% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Planet Equity Group, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Planet Equity Group, LLC 401(k) Plan lands in the large band (3,287 participants).

Published 5500 schedule card

Filing strip 461996256 · Planet Equity Group, LLC PY 2022 · 401(k)

Planet Equity Group, LLC 401(k) Plan · $47M · 3,287 · 87th

  • 5500 $47M
  • ASSETS 3,287
  • PCT 87th
  • EIN 401(k)
  • RANK near Cumberland Packing Corp. 401(k) Profit Sharing Plan
  • PHOTO ind #7921

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 Other Services retirement plans → · Plans in Illinois →

Planet Equity Group, LLC 401(k) Plan in the asset neighbourhood

Georges Enterprises 401(k) PlanGeorges Enterprises 401(k) P…$47MPlanet Equity Group, LLC 401(k) PlanPlanet Equity Group, LLC 401…$47MCumberland Packing Corp. 401(k) Profit Sharing PlanCumberland Packing Corp. 401…$47MOpendoor Labs Inc. 401(k) Profit Sharing PlanOpendoor Labs Inc. 401(k) Pr…$47MVaynermedia 401(k) Retirement Plan and TrustVaynermedia 401(k) Retiremen…$47M
End-of-year total assets ($M) among Planet Equity Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$47M
Net Income$10M
Employer EIN461996256
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planet Equity Group, LLC)

Sponsor-wide plan assets over time

All Planet Equity Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$53M 13.851056050448213% vs 2022
2024 filing year
$46M$48M$50M$52M$54M 202220232024 $46.9M $53.4M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 3,287 $47M
2023 1 2,847 $49M
2024 1 2,115 $53M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Planet Equity Group, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Planet Equity Group, LLC 401(k) Plan, Total assets ($B): 0.046858983 · Participants: 3287Planet Equity Group, LLC 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Planet Equity Group, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Planet Equity Group, LLC 401(k) Plan side-by-side with 3 peers →

Planet Equity Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Cumberland Packing Corp. 401(k) Profit Sharing Plan in NY ($47M); by covered participants it is The Mathworks 401(k) Retirement Plan in MA (3,287 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,287 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.

Frequently Asked Questions

How did Planet Equity Group, LLC 401(k) Plan assets move in 2022? ▼
Planet Equity Group, LLC 401(k) Plan grew sharply - up 28.5% during 2022, from $36M to $47M. Reported net income was $10M.
How have Planet Equity Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planet Equity Group, LLC's sponsor-wide assets grew 13.9%, from $47M to $53M.
Where does Planet Equity Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Planet Equity Group, LLC 401(k) Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Planet Equity Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cumberland Packing Corp. 401(k) Profit Sharing Plan in NY ($47M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Planet Equity Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mathworks 401(k) Retirement Plan in MA (3,287 participants, $1.2B in assets).

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 461996256.

Read our methodology - how this data is sourced, computed, and verified.

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