401(k) · DOL Form 5500 · 2023

NUMERATOR 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
731
Participants Near avg headcount
87th
Percentile by assets National rank
$75,831
Avg per participant Below avg balance/head
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Official DOL plan name: Numerator 401(k) Plan · Sponsored by NUMERATOR · Illinois · Professional & Technical Services

$55M in assets, 731 participants

NUMERATOR's Numerator 401(k) Plan reported $55M in total assets and 731 participants in its 2023 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.

  • #17,823 in Professional & Technical Services (20,321 peers)

Where Numerator 401(k) Plan sits by assets

Numerator 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 731 participants (~$75,831/participant), up 33.3% in 2023.

#17,823
in Professional & Technical Services (20,321 peers)
+33.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Numerator 401(k) Plan's outsized position by total assets

Numerator 401(k) Plan vs every filed plan by assets

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

$55,432,303 Top 13% higher than 87% 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

Numerator 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Numerator 401(k) Plan sits mid-pack in the medium band (731 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Numerator 401(k) Plan reported net income rose from $312K in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Numerator 401(k) Plan end-of-year assets rose from $42M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Numerator 401(k) Plan reported participants fell from 769 in the plan year 2022 filing to 731 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 200509196 · NUMERATOR PY 2023 · 401(k)

Numerator 401(k) Plan · $55M · 731 · 87th

  • RANK $55M
  • PHOTO 731
  • IND 87th
  • EOY 401(k)
  • 5500 near Mcgohan Brabender 401(k) Profit Sharing Plan
  • ASSETS ind #17823

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 →

Numerator 401(k) Plan in the asset neighbourhood

Cumberland Packing Corp. 401(k) Profit Sharing PlanCumberland Packing Corp. 401…$55MSdg Mgmt Company, LLC 401(k) PlanSdg Mgmt Company, LLC 401(k)…$55MNumerator 401(k) Plan$55MMcgohan Brabender 401(k) Profit Sharing PlanMcgohan Brabender 401(k) Pro…$55MGreyhound Lines, Inc. Retirement Savings PlanGreyhound Lines, Inc. Retire…$55M
End-of-year total assets ($M) among Numerator 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$55M
Net Income$14M
Employer EIN200509196
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NUMERATOR)

Sponsor-wide plan assets over time

All NUMERATOR plans reported in each filing year

Latest sponsor-wide plan assets
$68M 63.329522631032106% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $41.6M $67.9M ▲ +63.3%
Year Plans Participants Total Assets
2022 1 769 $42M
2023 1 731 $55M
2024 1 631 $68M

Nearby 401(k) Plans in Illinois

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

Numerator 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Numerator 401(k) Plan, Total assets ($B): 0.055432303 · Participants: 731Numerator 401(k) PlanAccenture 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
Numerator 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Numerator 401(k) Plan side-by-side with 3 peers →

Numerator 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mcgohan Brabender 401(k) Profit Sharing Plan in OH ($55M); by covered participants it is Tenaska Retirement Plan in NE (731 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (731 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 Numerator 401(k) Plan assets move in 2023? ▼
Numerator 401(k) Plan surged - up 33.3% during 2023, from $42M to $55M. Reported net income was $14M.
How have NUMERATOR plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), NUMERATOR's sponsor-wide assets grew 63.3%, from $42M to $68M.
Where does Numerator 401(k) Plan rank by assets among Form 5500 filers? ▼
Numerator 401(k) Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Numerator 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcgohan Brabender 401(k) Profit Sharing Plan in OH ($55M, 280 participants).
Which 401(k) plans cover a similar participant headcount to Numerator 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tenaska Retirement Plan in NE (731 participants, $336M 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 200509196.

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.