401(k) · DOL Form 5500 · 2023

William Blair & Company, LLC 401(k) Plan

Data updated 2026-08-11

$1.1B
Total assets
1,979
Participants
99th
Percentile by assets
$535,456
Avg per participant
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Official DOL plan name: William Blair 401(k) and Profit Sharing Plan · Sponsored by William Blair & Company, LLC · Illinois · Finance & Insurance

$1.1B in assets, 1,979 participants

William Blair & Company, LLC's William Blair 401(k) and Profit Sharing Plan reported $1.1B in total assets and 1,979 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 127,072 plans)
  • #8,655 in Finance & Insurance (8,869 peers)

Coverage in Illinois

William Blair 401(k) and Profit Sharing Plan covers 1,979 participants in Illinois, 2.5x the typical Illinois plan (state average ~779 per filing). Assets: $1.1B.

$1.1B
total plan assets (2023 EOY)
1,979
covered participants
99th
percentile by assets (of 127,072 plans)
$535,456
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • William Blair 401(k) and Profit Sharing Plan reported net income rose from -$167M in the plan year 2022 filing to $174M in the plan year 2023 filing.
  • William Blair 401(k) and Profit Sharing Plan end-of-year assets rose from $886M in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
  • William Blair 401(k) and Profit Sharing Plan reported participants rose from 1,812 in the plan year 2022 filing to 1,979 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Illinois
Industry
Finance & Insurance

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. William Blair 401(k) and Profit Sharing Plan reports 1,979 participants - 2.5x that state average ($1.1B EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$886M
Net Assets (End of Year)$1.1B
Net Income$174M
Employer EIN362214610
Plan Effective Date1953-12-14
Filing StatusFILING RECEIVED

Sponsor Plan History (William Blair & Company, LLC)

$0.8B$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.89B $1.19B ▲ +33.7%
Total plan assets by year, all William Blair & Company, LLC plans on file
Year Plans Participants Total Assets
2022 1 1,812 $886M
2023 1 1,979 $1.1B
2024 1 1,816 $1.2B

Nearby 401(k) Plans in Illinois

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

William Blair 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

William Blair 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 05101520 Total assets ($B) Participants William Blair 401(k)…Accenture United Sta…State Farm 401(k) Sa…Abbott Laboratories …United Airlines Pilo…Walgreens Retirement…
William Blair 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare William Blair 401(k) and Profit Sharing … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to William Blair 401(k) and Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did William Blair 401(k) and Profit Sharing Plan assets move in 2023? ▼
William Blair 401(k) and Profit Sharing Plan grew sharply - up 19.6% during 2023, from $886M to $1.1B. Reported net income was $174M.
How have William Blair & Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Blair & Company, LLC's sponsor-wide assets grew 34.8%, from $886M to $1.2B.
Where does William Blair 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
William Blair 401(k) and Profit Sharing Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to William Blair 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Teco Energy Group Retirement Savings Plan in FL ($1.1B, 3,917 participants).

Next read for William Blair 401(k) and Profit Sharing …

Filing takeaways

Ways to act on William Blair 401(k) and Profit Sharing Plan's numbers.

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 362214610.

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.