401(k) · DOL Form 5500 · 2023

Heitman LLC 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
307
Participants Below avg headcount
90th
Percentile by assets National rank
$256,401
Avg per participant Above avg balance/head
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Official DOL plan name: Heitman Employees Advantage Retirement Plan · Sponsored by Heitman LLC · Illinois · Real Estate

$79M in assets, 307 participants

Heitman LLC's Heitman Employees Advantage Retirement Plan reported $79M in total assets and 307 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #4,575 in Real Estate (4,727 peers)

Coverage in Illinois

Heitman Employees Advantage Retirement Plan covers 307 participants in Illinois, about 39% of the average Illinois filer (state average ~779 per filing). Assets: $79M.

#4,575
in Real Estate (4,727 peers)
+19.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Heitman Employees Advantage Retirement Plan's outsized position by total assets

Heitman Employees Advantage Retirement Plan vs every filed plan by assets

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

$78,714,990 Top 10% higher than 90% 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

Heitman Employees Advantage Retirement 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. Heitman Employees Advantage Retirement Plan sits mid-pack in the medium band (307 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heitman Employees Advantage Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Heitman Employees Advantage Retirement Plan end-of-year assets rose from $66M in the plan year 2022 filing to $79M in the plan year 2023 filing.
  • Heitman Employees Advantage Retirement Plan reported participants rose from 283 in the plan year 2022 filing to 307 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 364263867 · Heitman LLC PY 2023 · 401(k)

Heitman Employees Advantage Retirement Plan · $79M · 307 · 90th

  • EOY $79M
  • 5500 307
  • ASSETS 90th
  • PCT 401(k)
  • EIN near Qualawash Holdings, LLC 401(k) Retirement Plan
  • RANK ind #4575

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 Real Estate retirement plans → · Plans in Illinois →

Heitman Employees Advantage Retirement Plan in the asset neighbourhood

Jx Enterprises, Inc. Employee Retirement Savings PlanJx Enterprises, Inc. Employe…$79MHeitman Employees Advantage Retirement PlanHeitman Employees Advantage …$79MQualawash Holdings, LLC 401(k) Retirement PlanQualawash Holdings, LLC 401(…$79MThe Reily Companies Retirement Savings PlanThe Reily Companies Retireme…$79MDrummond, Woodsum & Macmahon, P.a. Profit Sharing PlanDrummond, Woodsum & Macmahon…$79M
End-of-year total assets ($M) among Heitman Employees Advantage Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$79M
Net Income$13M
Employer EIN364263867
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heitman LLC)

Sponsor-wide plan assets over time

All Heitman LLC plans reported in each filing year

Latest sponsor-wide plan assets
$91M 38.35999097737533% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $65.7M $90.9M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 283 $66M
2023 1 307 $79M
2024 1 309 $91M

Nearby 401(k) Plans in Illinois

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

Heitman Employees Advantage Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Heitman Employees Advantage Retirement Plan, Total assets ($B): 0.07871499 · Participants: 307Heitman Employees Advantage Retirement 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
Heitman Employees Advantage Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Heitman Employees Advantage Retirement Plan side-by-side with 3 peers →

Heitman Employees Advantage Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Qualawash Holdings, LLC 401(k) Retirement Plan in FL ($79M); by covered participants it is Reliable Heating and Air 401(k) Plan in GA (307 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (307 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 Heitman Employees Advantage Retirement Plan assets move in 2023? ▼
Heitman Employees Advantage Retirement Plan grew sharply - up 19.8% during 2023, from $66M to $79M. Reported net income was $13M.
How have Heitman LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heitman LLC's sponsor-wide assets grew 38.4%, from $66M to $91M.
Where does Heitman Employees Advantage Retirement Plan rank by assets among Form 5500 filers? ▼
Heitman Employees Advantage Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Heitman Employees Advantage Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Qualawash Holdings, LLC 401(k) Retirement Plan in FL ($79M, 1,028 participants).
Which 401(k) plans cover a similar participant headcount to Heitman Employees Advantage Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reliable Heating and Air 401(k) Plan in GA (307 participants, $5M 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 364263867.

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.