401(k) · DOL Form 5500 · 2023
Batescarey LLP 401(k) Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 86
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $643,154
- Avg per participant High balance/head
Official DOL plan name: Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features · Sponsored by Batescarey LLP · Illinois · Professional & Technical Services
$55M in assets, 86 participants
Batescarey LLP's Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features reported $55M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #17,812 in Professional & Technical Services (20,321 peers)
Where Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features sits by assets
Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features sits in the top quartile of all filed plans by assets, $55M for 86 participants (~$643,154/participant), up 17.0% in 2023.
- #17,812
- in Professional & Technical Services (20,321 peers)
- +17.0%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features's outsized position by total assets
Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$55,311,221 Top 13% higher than 87% 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
Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features is a small filing (86 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features end-of-year assets rose from $47M in the plan year 2022 filing to $55M in the plan year 2023 filing.
- Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features reported participants fell from 96 in the plan year 2022 filing to 86 in the plan year 2023 filing.
DOL schedule card
Filing strip 364321906 · Batescarey LLP PY 2023 · 401(k)
Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features · $55M · 86 · 87th
- EBSA $55M
- PART 86
- TYPE 87th
- NET 401(k)
- BOOK near Coaction Specialty Insurance 401(k) Plan
- VS-ST ind #17812
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 →
Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $8M |
| Employer EIN | 364321906 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Batescarey LLP)
Sponsor-wide plan assets over time
All Batescarey LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 30.51047990612148% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 96 | $47M |
| 2023 | 1 | 86 | $55M |
| 2024 | 1 | 90 | $62M |
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
Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Coaction Specialty Insurance 401(k) Plan in NJ ($55M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
- Coaction Specialty Insurance 401(k) Plan (NJ) $55M · 366
- Centerview Partners LLC 401(k) Plan (NY) $55M · 444
- Orthocincy Retirement Plan (KY) $55M · 361
- Commercehub 401(k) Plan (NY) $55M · 383
Similar participant headcount
Nearest other-state filings by covered participants (86 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.