401(k) · DOL Form 5500 · 2023

Bell & Anderson, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
19
Participants Small participant base
67th
Percentile by assets National rank
$779,656
Avg per participant High balance/head
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Official DOL plan name: Bell & Anderson 401(k) Profit Sharing Plan & Trust · Sponsored by Bell & Anderson, LLC · Illinois · Professional & Technical Services

$15M in assets, 19 participants

Bell & Anderson, LLC's Bell & Anderson 401(k) Profit Sharing Plan & Trust reported $15M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,459 in Professional & Technical Services (20,321 peers)

Bell & Anderson, LLC multi-year trail

Bell & Anderson, LLC's plans moved +53.0% in assets from 2022 to 2024; this filing shows Bell & Anderson 401(k) Profit Sharing Plan & Trust at $15M / 19 participants.

#13,459
in Professional & Technical Services (20,321 peers)
+26.4%
assets growth YoY

Bell & Anderson 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Bell & Anderson 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,813,455 Top 33% higher than 67% of 127,068 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 2023

Bell & Anderson 401(k) Profit Sharing Plan & 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. Bell & Anderson 401(k) Profit Sharing Plan & Trust is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bell & Anderson 401(k) Profit Sharing Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bell & Anderson 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 367244829 · Bell & Anderson, LLC PY 2023 · 401(k)

Bell & Anderson 401(k) Profit Sharing Plan & Trust · $15M · 19 · 67th

  • ASSETS $15M
  • ASSETS 19
  • ASSETS 67th
  • ASSETS 401(k)
  • ASSETS near American Contractors 401(k) Plan
  • ASSETS ind #13459

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 →

Bell & Anderson 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Bell & Anderson 401(k) Profit Sharing Plan & TrustBell & Anderson 401(k) Profi…$15MAmerican Contractors 401(k) PlanAmerican Contractors 401(k) …$15MAcuity Brands Lighting, Inc. 401(k) Plan for Hourly EmployeesAcuity Brands Lighting, Inc.…$15MHp Pelzer Automotive Systems, Inc. 401(k) PlanHp Pelzer Automotive Systems…$15MFalvey Insurance Group Ltd 401(k) Profit Sharing Plan & TrustFalvey Insurance Group Ltd 4…$15M
End-of-year total assets ($M) among Bell & Anderson 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bell & Anderson, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bell & Anderson, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 52.97340346632723% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $11.7M $17.9M ▲ +53.0%
Year Plans Participants Total Assets
2022 1 19 $12M
2023 1 19 $15M
2024 1 18 $18M

Bell & Anderson, LLC filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN367244829
Plan Effective Date1998-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Bell & Anderson 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Bell & Anderson 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.014813455 · Participants: 19Bell & Anderson 401(k) Profit Sharing Plan & TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Bell & Anderson 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Bell & Anderson 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Bell & Anderson 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is American Contractors 401(k) Plan in MO ($15M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bell & Anderson 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Bell & Anderson 401(k) Profit Sharing Plan & Trust grew sharply - up 26.4% during 2023, from $12M to $15M. Reported net income was $3M.
How have Bell & Anderson, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bell & Anderson, LLC's sponsor-wide assets grew 53.0%, from $12M to $18M.
Which 401(k) plans are similar in size to Bell & Anderson 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is American Contractors 401(k) Plan in MO ($15M, 230 participants).
Which 401(k) plans cover a similar participant headcount to Bell & Anderson 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 367244829.

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.