401(k) · DOL Form 5500 · 2023

Backlund Investment Co 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
167
Participants Small participant base
83rd
Percentile by assets National rank
$230,786
Avg per participant Above avg balance/head
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Official DOL plan name: Backlund Investment Co Profit Sharing & 401(k) Plan · Sponsored by Backlund Investment Co · Illinois · Finance & Insurance

$39M in assets, 167 participants

Backlund Investment Co's Backlund Investment Co Profit Sharing & 401(k) Plan reported $39M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,501 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Backlund Investment Co Profit Sharing & 401(k) Plan covers 167 participants in Illinois, about 21% of the average Illinois filer (state average ~779 per filing). Assets: $39M.

#6,501
in Finance & Insurance (8,869 peers)
+13.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Backlund Investment Co Profit Sharing & 401(k) Plan's outsized position by total assets

Backlund Investment Co Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$38,541,276 Top 17% higher than 83% 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

Backlund Investment Co Profit Sharing & 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. Backlund Investment Co Profit Sharing & 401(k) Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Backlund Investment Co Profit Sharing & 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Backlund Investment Co Profit Sharing & 401(k) Plan end-of-year assets rose from $34M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 370898008 · Backlund Investment Co PY 2023 · 401(k)

Backlund Investment Co Profit Sharing & 401(k) Plan · $39M · 167 · 83rd

  • EOY $39M
  • 5500 167
  • ASSETS 83rd
  • PCT 401(k)
  • EIN near Millman Companies Profit Sharing Plan
  • RANK ind #6501

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 →

Backlund Investment Co Profit Sharing & 401(k) Plan in the asset neighbourhood

Force America, Inc. 401(k) PlanForce America, Inc. 401(k) P…$39MBacklund Investment Co Profit Sharing & 401(k) PlanBacklund Investment Co Profi…$39MMillman Companies Profit Sharing PlanMillman Companies Profit Sha…$39MVectorworks, Inc. 401(k) Plan$39MLge Community Credit Union 401(k) Plan and TrustLge Community Credit Union 4…$39M
End-of-year total assets ($M) among Backlund Investment Co Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$39M
Net Income$5M
Employer EIN370898008
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Backlund Investment Co)

Sponsor-wide plan assets over time

All Backlund Investment Co plans reported in each filing year

Latest sponsor-wide plan assets
$66M 21.171341382024387% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $54.3M $65.8M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 317 $54M
2023 2 336 $60M
2024 2 340 $66M

Nearby 401(k) Plans in Illinois

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

Backlund Investment Co Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Backlund Investment Co Profit Sharing & 401(k) Plan, Total assets ($B): 0.038541276 · Participants: 167Backlund Investment Co Profit Sharing & 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
Backlund Investment Co Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Backlund Investment Co Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Backlund Investment Co Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Millman Companies Profit Sharing Plan in MO ($39M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Backlund Investment Co Profit Sharing & 401(k) Plan assets move in 2023? ▼
Backlund Investment Co Profit Sharing & 401(k) Plan grew at a solid clip - up 13.9% during 2023, from $34M to $39M. Reported net income was $5M.
How have Backlund Investment Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Backlund Investment Co's sponsor-wide assets grew 21.2%, from $54M to $66M.
Where does Backlund Investment Co Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Backlund Investment Co Profit Sharing & 401(k) Plan ranks in the 83rd 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 Backlund Investment Co Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Millman Companies Profit Sharing Plan in MO ($39M, 367 participants).
Which 401(k) plans cover a similar participant headcount to Backlund Investment Co Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants, $8M 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 370898008.

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.