401(k) · DOL Form 5500 · 2023

The Federated Group, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
95
Participants Small participant base
61st
Percentile by assets National rank
$115,606
Avg per participant Below avg balance/head
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Official DOL plan name: The Federated Group, Inc. 401(k) Profit Sharing Plan · Sponsored by The Federated Group, Inc. · Illinois · Wholesale Trade

$11M in assets, 95 participants

The Federated Group, Inc.'s The Federated Group, Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,351 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

The Federated Group, Inc. 401(k) Profit Sharing Plan holds $11M for 95 participants - about $115,606 per participant, above the median plan by assets.

#3,351
in Wholesale Trade (6,309 peers)
+1.9%
assets growth YoY

The Federated Group, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

The Federated Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,982,561 Top 39% higher than 61% 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

The Federated Group, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Federated Group, Inc. 401(k) Profit Sharing Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Federated Group, Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $210K in the plan year 2023 filing.
  • The Federated Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • The Federated Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 94 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362039374 · The Federated Group, Inc. PY 2023 · 401(k)

The Federated Group, Inc. 401(k) Profit Sharing Plan · $11M · 95 · 61st

  • 5500 $11M
  • 5500 95
  • 5500 61st
  • 5500 401(k)
  • 5500 near B & K Transportation, Inc. Employee Retirement and Savings Plan
  • 5500 ind #3351

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 Wholesale Trade retirement plans → · Plans in Illinois →

The Federated Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

The Federated Group, Inc. 401(k) Profit Sharing PlanThe Federated Group, Inc. 40…$11MB & K Transportation, Inc. Employee Retirement and Savings PlanB & K Transportation, Inc. E…$11MPj United, Inc. 401(k) Plan$11MEmi Corporation 401(k) Profit Sharing PlanEmi Corporation 401(k) Profi…$11MSpur Energy Partners LLC 401(k) PlanSpur Energy Partners LLC 401…$11M
End-of-year total assets ($M) among The Federated Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$210K
Employer EIN362039374
Plan Effective Date1964-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Federated Group, Inc.)

Sponsor-wide plan assets over time

All The Federated Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 1.9493593215729033% vs 2022
2023 filing year
$10.7M$10.8M$10.9M$11M$11.1M 20222023 $10.8M $11M ▲ +1.9%
Year Plans Participants Total Assets
2022 1 94 $11M
2023 1 95 $11M

Nearby 401(k) Plans in Illinois

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

The Federated Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants The Federated Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.010982561 · Participants: 95The Federated Group, Inc. 401(k) Profit Sharing 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
The Federated Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Federated Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Federated Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is B & K Transportation, Inc. Employee Retirement and Savings Plan in WI ($11M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 The Federated Group, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
The Federated Group, Inc. 401(k) Profit Sharing Plan edged up modestly - up 1.9% during 2023, from $11M to $11M. Reported net income was $210K.
How have The Federated Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Federated Group, Inc.'s sponsor-wide assets grew 1.9%, from $11M to $11M.
Which 401(k) plans are similar in size to The Federated Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is B & K Transportation, Inc. Employee Retirement and Savings Plan in WI ($11M, 93 participants).
Which 401(k) plans cover a similar participant headcount to The Federated Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 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 362039374.

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.