401(k) · DOL Form 5500 · 2023
Ati Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $228M
- Total assets Near avg plan size
- 5,898
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $38,686
- Avg per participant Low balance/head
Official DOL plan name: Ati Holdings, LLC 401(k) Profit Sharing Plan · Sponsored by Ati Holdings, LLC · Illinois · Healthcare & Social Assistance
$228M in assets, 5,898 participants
Ati Holdings, LLC's Ati Holdings, LLC 401(k) Profit Sharing Plan reported $228M in total assets and 5,898 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #16,938 in Healthcare & Social Assistance (17,684 peers)
Coverage in Illinois
Ati Holdings, LLC 401(k) Profit Sharing Plan covers 5,898 participants in Illinois, 7.6x the typical Illinois plan (state average ~779 per filing). Assets: $228M.
- #16,938
- in Healthcare & Social Assistance (17,684 peers)
- +24.5%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Ati Holdings, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Ati Holdings, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$228,168,066 Top 5% higher than 95% 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
Ati Holdings, LLC 401(k) Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ati Holdings, LLC 401(k) Profit Sharing Plan lands in the large band (5,898 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ati Holdings, LLC 401(k) Profit Sharing Plan reported net income rose from -$35M in the plan year 2022 filing to $45M in the plan year 2023 filing.
- Ati Holdings, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $183M in the plan year 2022 filing to $228M in the plan year 2023 filing.
- Ati Holdings, LLC 401(k) Profit Sharing Plan reported participants rose from 5,543 in the plan year 2022 filing to 5,898 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 200619466 · Ati Holdings, LLC PY 2023 · 401(k)
Ati Holdings, LLC 401(k) Profit Sharing Plan · $228M · 5,898 · 95th
- EIN $228M
- RANK 5,898
- PHOTO 95th
- IND 401(k)
- EOY near Jensen Hughes 401(k) Plan
- 5500 ind #16938
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
Ati Holdings, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $183M |
|---|---|
| Net Assets (End of Year) | $228M |
| Net Income | $45M |
| Employer EIN | 200619466 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ati Holdings, LLC)
Sponsor-wide plan assets over time
All Ati Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $274M 49.77578821947384% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,543 | $183M |
| 2023 | 1 | 5,898 | $228M |
| 2024 | 1 | 6,396 | $274M |
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
Scale composition for Ati Holdings, LLC 401(k) Profit Sharing Plan
Ati Holdings, LLC 401(k) Profit Sharing Plan reports $228M in end-of-year assets across 5,898 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $38,686 per participant (28% of the national average assets-per-participant) . Net income for plan year 2023 was $45M.
This plan identity (EIN 200619466, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $183M to $274M (+49.8%) while covered participants moved from 5,543 to 6,396 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,543 | $183M | Open filing |
| 2023 | 5,898 | $228M | This page |
| 2024 · index core | 6,396 | $274M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ati Holdings, LLC 401(k) Profit Sharing Plan (401(k), $274M, 6,396 participants)
Ati Holdings, LLC 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 Jensen Hughes 401(k) Plan in MD ($228M); by covered participants it is Miter Brands 401(k) Plan in PA (5,899 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($228M here).
- Jensen Hughes 401(k) Plan (MD) $228M · 917
- Upbound 401(k) Retirement Savings Plan (TX) $228M · 9,846
- Fleetcor Technologies, Inc. 401(k) Savings Plan (LA) $228M · 4,174
- Scientific Research Corporation 401(k) Profit Sharing Plan (GA) $228M · 1,599
Similar participant headcount
Nearest other-state filings by covered participants (5,898 participants); asset peers above are excluded.
- Miter Brands 401(k) Plan (PA) 5,899 · 1 off
- The Terracon 401(k) and ESOP Plan (KS) 5,896 · 2 off
- W.R. Berkley Corporation Profit Sharing Plan (CT) 5,905 · 7 off
- Veolia North America 401(k) Savings Plan (MA) 5,906 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.