401(k) · DOL Form 5500 · 2023

Impact Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
464
Participants Below avg headcount
85th
Percentile by assets National rank
$105,599
Avg per participant Below avg balance/head
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Official DOL plan name: Impact Advisors, LLC 401(k) Plan · Sponsored by Impact Advisors, LLC · Illinois · Professional & Technical Services

$49M in assets, 464 participants

Impact Advisors, LLC's Impact Advisors, LLC 401(k) Plan reported $49M in total assets and 464 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,551 in Professional & Technical Services (20,321 peers)

Where Impact Advisors, LLC 401(k) Plan sits by assets

Impact Advisors, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $49M for 464 participants (~$105,599/participant), up 29.9% in 2023.

#17,551
in Professional & Technical Services (20,321 peers)
+29.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Impact Advisors, LLC 401(k) Plan's outsized position by total assets

Impact Advisors, LLC 401(k) Plan vs every filed plan by assets

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

$48,998,115 Top 15% higher than 85% 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

Impact Advisors, LLC 401(k) 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. Impact Advisors, LLC 401(k) Plan sits mid-pack in the medium band (464 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Impact Advisors, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Impact Advisors, LLC 401(k) Plan reported participants rose from 347 in the plan year 2022 filing to 464 in the plan year 2023 filing.
  • Impact Advisors, LLC 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $49M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 208207247 · Impact Advisors, LLC PY 2023 · 401(k)

Impact Advisors, LLC 401(k) Plan · $49M · 464 · 85th

  • ASSETS $49M
  • ASSETS 464
  • ASSETS 85th
  • ASSETS 401(k)
  • ASSETS near Collective Equity 401(k) Trust
  • ASSETS ind #17551

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 →

Impact Advisors, LLC 401(k) Plan in the asset neighbourhood

Impact Advisors, LLC 401(k) PlanImpact Advisors, LLC 401(k) …$49MCollective Equity 401(k) TrustCollective Equity 401(k) Tru…$49MThe Car Group 401(k) Plan$49MGuidehouse Managed Services LLC 401(k) Savings PlanGuidehouse Managed Services …$49MElkus Manfredi Architects Ltd. 401(k) PlanElkus Manfredi Architects Lt…$49M
End-of-year total assets ($M) among Impact Advisors, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$49M
Net Income$11M
Employer EIN208207247
Plan Effective Date2007-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Impact Advisors, LLC)

Sponsor-wide plan assets over time

All Impact Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$58M 54.811953552300174% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $37.7M $58.4M ▲ +54.8%
Year Plans Participants Total Assets
2022 1 347 $38M
2023 1 464 $49M
2024 1 728 $58M

Nearby 401(k) Plans in Illinois

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

Impact Advisors, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Impact Advisors, LLC 401(k) Plan, Total assets ($B): 0.048998115 · Participants: 464Impact Advisors, LLC 401(k) 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
Impact Advisors, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Impact Advisors, LLC 401(k) Plan side-by-side with 3 peers →

Impact Advisors, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Collective Equity 401(k) Trust in FL ($49M); by covered participants it is Radiology Services, LLC Employee Savings Plan in CT (464 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (464 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 Impact Advisors, LLC 401(k) Plan assets move in 2023? ▼
Impact Advisors, LLC 401(k) Plan grew sharply - up 29.9% during 2023, from $38M to $49M. Reported net income was $11M.
How have Impact Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Impact Advisors, LLC's sponsor-wide assets grew 54.8%, from $38M to $58M.
Where does Impact Advisors, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Impact Advisors, LLC 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Impact Advisors, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Collective Equity 401(k) Trust in FL ($49M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Impact Advisors, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Radiology Services, LLC Employee Savings Plan in CT (464 participants, $50M 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 208207247.

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.