401(k) · DOL Form 5500 · 2023

Hennessy & Roach P.C. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
152
Participants Small participant base
76th
Percentile by assets National rank
$156,929
Avg per participant Above avg balance/head
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Official DOL plan name: Hennessy & Roach 401(k) Savings Plan · Sponsored by Hennessy & Roach P.C. · Illinois · Professional & Technical Services

$24M in assets, 152 participants

Hennessy & Roach P.C.'s Hennessy & Roach 401(k) Savings Plan reported $24M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,441 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Hennessy & Roach 401(k) Savings Plan covers 152 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $24M.

#15,441
in Professional & Technical Services (20,321 peers)
+22.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Hennessy & Roach 401(k) Savings Plan's outsized position by total assets

Hennessy & Roach 401(k) Savings Plan vs every filed plan by assets

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

$23,853,156 Top 24% higher than 76% 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

Hennessy & Roach 401(k) Savings 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. Hennessy & Roach 401(k) Savings Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hennessy & Roach 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Hennessy & Roach 401(k) Savings Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Hennessy & Roach 401(k) Savings Plan reported participants rose from 144 in the plan year 2022 filing to 152 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363883812 · Hennessy & Roach P.C. PY 2023 · 401(k)

Hennessy & Roach 401(k) Savings Plan · $24M · 152 · 76th

  • VS-ST $24M
  • VS-ST 152
  • VS-ST 76th
  • VS-ST 401(k)
  • VS-ST near Hydraulics International, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #15441

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 →

Hennessy & Roach 401(k) Savings Plan in the asset neighbourhood

Hennessy & Roach 401(k) Savings PlanHennessy & Roach 401(k) Savi…$24MHydraulics International, Inc. 401(k) Profit Sharing PlanHydraulics International, In…$24MUpper Peninsula Plumbers Pipefitters Defined Contribution PlanUpper Peninsula Plumbers Pip…$24MNext Phase Enterprises 401(k) PlanNext Phase Enterprises 401(k…$24MPch Hotels and Resorts, Inc. 401(k) PlanPch Hotels and Resorts, Inc.…$24M
End-of-year total assets ($M) among Hennessy & Roach 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN363883812
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hennessy & Roach P.C.)

Sponsor-wide plan assets over time

All Hennessy & Roach P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 36.71257332834889% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.6M $26.7M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 144 $20M
2023 1 152 $24M
2024 1 169 $27M

Nearby 401(k) Plans in Illinois

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

Hennessy & Roach 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Hennessy & Roach 401(k) Savings Plan, Total assets ($B): 0.023853156 · Participants: 152Hennessy & Roach 401(k) Savings 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
Hennessy & Roach 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Hennessy & Roach 401(k) Savings Plan side-by-side with 3 peers →

Hennessy & Roach 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Hydraulics International, Inc. 401(k) Profit Sharing Plan in CA ($24M); by covered participants it is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Hennessy & Roach 401(k) Savings Plan assets move in 2023? ▼
Hennessy & Roach 401(k) Savings Plan grew sharply - up 22.0% during 2023, from $20M to $24M. Reported net income was $4M.
How have Hennessy & Roach P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hennessy & Roach P.C.'s sponsor-wide assets grew 36.7%, from $20M to $27M.
Where does Hennessy & Roach 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Hennessy & Roach 401(k) Savings Plan ranks in the 76th 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 Hennessy & Roach 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hydraulics International, Inc. 401(k) Profit Sharing Plan in CA ($24M, 433 participants).
Which 401(k) plans cover a similar participant headcount to Hennessy & Roach 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 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 363883812.

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.