401(k) · DOL Form 5500 · 2023

Savant Capital, LLC 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
329
Participants Below avg headcount
87th
Percentile by assets National rank
$168,150
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Savant Capital, LLC 401(k) Plan · Sponsored by Savant Capital, LLC · Illinois · Finance & Insurance

$55M in assets, 329 participants

Savant Capital, LLC's Savant Capital, LLC 401(k) Plan reported $55M in total assets and 329 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.

  • #7,039 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Savant Capital, LLC 401(k) Plan covers 329 participants in Illinois, about 42% of the average Illinois filer (state average ~779 per filing). Assets: $55M.

#7,039
in Finance & Insurance (8,869 peers)
+31.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Savant Capital, LLC 401(k) Plan's outsized position by total assets

Savant Capital, LLC 401(k) Plan vs every filed plan by assets

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

$55,321,221 Top 13% higher than 87% 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

Savant Capital, 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. Savant Capital, LLC 401(k) Plan sits mid-pack in the medium band (329 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Savant Capital, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Savant Capital, LLC 401(k) Plan reported participants rose from 249 in the plan year 2022 filing to 329 in the plan year 2023 filing.
  • Savant Capital, LLC 401(k) Plan end-of-year assets rose from $42M in the plan year 2022 filing to $55M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 453812777 · Savant Capital, LLC PY 2023 · 401(k)

Savant Capital, LLC 401(k) Plan · $55M · 329 · 87th

  • ASSETS $55M
  • PCT 329
  • EIN 87th
  • RANK 401(k)
  • PHOTO near Orthocincy Retirement Plan
  • IND ind #7039

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 Finance & Insurance retirement plans → · Plans in Illinois →

Savant Capital, LLC 401(k) Plan in the asset neighbourhood

Krispy Kreme Doughnut Corporation Retirement Savings PlanKrispy Kreme Doughnut Corpor…$55MArk-La-Tex Financial Services, LLC 401(k) PlanArk-La-Tex Financial Service…$55MSavant Capital, LLC 401(k) PlanSavant Capital, LLC 401(k) P…$55MOrthocincy Retirement Plan$55MCenterview Partners LLC 401(k) PlanCenterview Partners LLC 401(…$55M
End-of-year total assets ($M) among Savant Capital, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$55M
Net Income$13M
Employer EIN453812777
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Savant Capital, LLC)

Sponsor-wide plan assets over time

All Savant Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$79M 88.67101535531484% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $42M $79.3M ▲ +88.6%
Year Plans Participants Total Assets
2022 1 249 $42M
2023 1 329 $55M
2024 1 525 $79M

Nearby 401(k) Plans in Illinois

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

Savant Capital, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Savant Capital, LLC 401(k) Plan, Total assets ($B): 0.055321221 · Participants: 329Savant Capital, 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
Savant Capital, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Savant Capital, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Orthocincy Retirement Plan in KY ($55M); by covered participants it is Lasher Auto Group 401(k) Profit Sharing Plan in CA (329 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (329 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 Savant Capital, LLC 401(k) Plan assets move in 2023? ▼
Savant Capital, LLC 401(k) Plan surged - up 31.7% during 2023, from $42M to $55M. Reported net income was $13M.
How have Savant Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Savant Capital, LLC's sponsor-wide assets grew 88.7%, from $42M to $79M.
Where does Savant Capital, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Savant Capital, LLC 401(k) Plan ranks in the 87th 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 Savant Capital, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orthocincy Retirement Plan in KY ($55M, 361 participants).
Which 401(k) plans cover a similar participant headcount to Savant Capital, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lasher Auto Group 401(k) Profit Sharing Plan in CA (329 participants, N/A 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 453812777.

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.