401(k) · DOL Form 5500 · 2023

Providence Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
106
Participants Small participant base
40th
Percentile by assets National rank
$36,212
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Providence Management Company, LLC Retirement Plan · Sponsored by Providence Management Company, LLC · Illinois · Real Estate

$4M in assets, 106 participants

Providence Management Company, LLC's Providence Management Company, LLC Retirement Plan reported $4M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,813 in Real Estate (4,727 peers)

Coverage in Illinois

Providence Management Company, LLC Retirement Plan covers 106 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $4M.

#2,813
in Real Estate (4,727 peers)
+13.5%
assets growth YoY

Providence Management Company, LLC Retirement Plan's mid-pack asset rank among Real Estate and all filers

Providence Management Company, LLC Retirement Plan vs every filed plan by assets

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

$3,838,445 40th percentile higher than 40% 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

Providence Management Company, LLC 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. Providence Management Company, LLC Retirement Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Providence Management Company, LLC Retirement Plan reported net income rose from $198K in the plan year 2022 filing to $425K in the plan year 2023 filing.
  • Providence Management Company, LLC Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Providence Management Company, LLC Retirement Plan reported participants rose from 94 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364334227 · Providence Management Company, LLC PY 2023 · 401(k)

Providence Management Company, LLC Retirement Plan · $4M · 106 · 40th

  • EIN $4M
  • RANK 106
  • PHOTO 40th
  • IND 401(k)
  • EOY near Nevelex Corporation 401(k) Plan
  • 5500 ind #2813

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 →

Providence Management Company, LLC Retirement Plan in the asset neighbourhood

Providence Management Company, LLC Retirement PlanProvidence Management Compan…$4MNevelex Corporation 401(k) PlanNevelex Corporation 401(k) P…$4MLaronde, Inc. 401(k) Plan$4MUnkar Systems, Inc. 401(k) PlanUnkar Systems, Inc. 401(k) P…$4MPantheryx, Inc. Retirement Savings PlanPantheryx, Inc. Retirement S…$4M
End-of-year total assets ($M) among Providence Management Company, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$425K
Employer EIN364334227
Plan Effective Date2022-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Providence Management Company, LLC)

Sponsor-wide plan assets over time

All Providence Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 38.717858130091514% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.38M $4.69M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 94 $3M
2023 1 106 $4M
2024 1 89 $5M

Nearby 401(k) Plans in Illinois

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

Providence Management Company, LLC Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Providence Management Company, LLC Retirement Plan, Total assets ($B): 0.003838445 · Participants: 106Providence Management Company, LLC 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
Providence Management Company, LLC Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Providence Management Company, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Nevelex Corporation 401(k) Plan in MN ($4M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Providence Management Company, LLC Retirement Plan assets move in 2023?
Providence Management Company, LLC Retirement Plan grew at a solid clip - up 13.5% during 2023, from $3M to $4M. Reported net income was $425K.
How have Providence Management Company, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Providence Management Company, LLC's sponsor-wide assets grew 38.7%, from $3M to $5M.
Which 401(k) plans are similar in size to Providence Management Company, LLC Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Nevelex Corporation 401(k) Plan in MN ($4M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Providence Management Company, LLC Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 participants, N/A in assets).