401(k) · DOL Form 5500 · 2023
William Harris Investors, Inc. 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 39
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $741,338
- Avg per participant High balance/head
Official DOL plan name: William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust · Sponsored by William Harris Investors, Inc. · Illinois · Finance & Insurance
$29M in assets, 39 participants
William Harris Investors, Inc.'s William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust reported $29M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #5,976 in Finance & Insurance (8,869 peers)
Where William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust sits by assets
William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $29M for 39 participants (~$741,338/participant), up 22.2% in 2023.
- #5,976
- in Finance & Insurance (8,869 peers)
- +22.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust's outsized position by total assets
William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,912,178 Top 21% higher than 79% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust is a small filing (39 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $24M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust reported participants fell from 41 in the plan year 2022 filing to 39 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 363488341 · William Harris Investors, Inc. PY 2023 · 401(k)
William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust · $29M · 39 · 79th
- EBSA $29M
- EBSA 39
- EBSA 79th
- EBSA 401(k)
- EBSA near Momentum Midstream Management LLC 401(k) Plan
- EBSA ind #5976
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 →
William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $5M |
| Employer EIN | 363488341 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William Harris Investors, Inc.)
Sponsor-wide plan assets over time
All William Harris Investors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 35.29814163626002% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 41 | $24M |
| 2023 | 1 | 39 | $29M |
| 2024 | 1 | 47 | $32M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Momentum Midstream Management LLC 401(k) Plan in TX ($29M); by covered participants it is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Momentum Midstream Management LLC 401(k) Plan (TX) $29M · 266
- Bsc Companies, Inc. Savings and Profit Sharing Plan (MA) $29M · 159
- Crystal Creamery 401(k) Plan (CA) $29M · 935
- Hirshfield's, Inc. Section 401(k) Plan (MN) $29M · 259
Similar participant headcount
Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.
- John S. Lane & Son, Inc. 401(k) Union Plan (NY) 39 · 0 off
- I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 39 · 0 off
- Defined Logic 401(k) Plan (NJ) 39 · 0 off
- Vector Concepts 401(k) Savings Plan (TX) 39 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.