401(k) · DOL Form 5500 · 2023
Partners Enterprise Capital Holdings LLC 401(k) Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 485
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $133,213
- Avg per participant Near avg balance/head
Official DOL plan name: Partners Enterprise Capital Holdings LLC 401(k) Savings Plan · Sponsored by Partners Enterprise Capital Holdings LLC · Illinois · Management of Enterprises
$65M in assets, 485 participants
Partners Enterprise Capital Holdings LLC's Partners Enterprise Capital Holdings LLC 401(k) Savings Plan reported $65M in total assets and 485 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #810 in Management of Enterprises (1,137 peers)
Where Partners Enterprise Capital Holdings LLC 401(k) Savings Plan sits by assets
Partners Enterprise Capital Holdings LLC 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $65M for 485 participants (~$133,213/participant), up 27.3% in 2023.
- #810
- in Management of Enterprises (1,137 peers)
- +27.3%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Partners Enterprise Capital Holdings LLC 401(k) Savings Plan's outsized position by total assets
Partners Enterprise Capital Holdings LLC 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$64,608,156 Top 12% higher than 88% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Partners Enterprise Capital Holdings LLC 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. Partners Enterprise Capital Holdings LLC 401(k) Savings Plan sits mid-pack in the medium band (485 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Partners Enterprise Capital Holdings LLC 401(k) Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Partners Enterprise Capital Holdings LLC 401(k) Savings Plan end-of-year assets rose from $51M in the plan year 2022 filing to $65M in the plan year 2023 filing.
- Partners Enterprise Capital Holdings LLC 401(k) Savings Plan reported participants rose from 418 in the plan year 2022 filing to 485 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 421484166 · Partners Enterprise Capital Holdings LLC PY 2023 · 401(k)
Partners Enterprise Capital Holdings LLC 401(k) Savings Plan · $65M · 485 · 88th
- NET $65M
- BOOK 485
- VS-ST 88th
- BOY 401(k)
- SCH near Pala 401(k) Retirement Savings Plan
- EBSA ind #810
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 Management of Enterprises retirement plans → · Plans in Illinois →
Partners Enterprise Capital Holdings LLC 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | $14M |
| Employer EIN | 421484166 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Partners Enterprise Capital Holdings LLC)
Sponsor-wide plan assets over time
All Partners Enterprise Capital Holdings LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $78M 53.60439672969294% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 418 | $51M |
| 2023 | 1 | 485 | $65M |
| 2024 | 1 | 482 | $78M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Partners Enterprise Capital Holdings LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Pala 401(k) Retirement Savings Plan in CA ($65M); by covered participants it is Celia Corporation 401(k) Plan in MI (485 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
- Pala 401(k) Retirement Savings Plan (CA) $65M · 1,146
- Modivcare Solutions, LLC Retirement Plan (CO) $65M · 3,475
- Power Design, Inc. Retirement Plan (FL) $65M · 2,575
- Peace River Citrus Products, Inc. 401(k) Profit Sharing Plan & Trust (FL) $65M · 399
Similar participant headcount
Nearest other-state filings by covered participants (485 participants); asset peers above are excluded.
- Celia Corporation 401(k) Plan (MI) 485 · 0 off
- Webflow 401(k) Plan (CA) 485 · 0 off
- Siddons Martin Emergency Group 401(k) Plan (TX) 485 · 0 off
- Jnd Holdings, Inc. 401(k) Profit Sharing Plan (MN) 485 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.