401(k) · DOL Form 5500 · 2023

Heyl, Royster, Voelker & Allen P.C. 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
292
Participants Below avg headcount
89th
Percentile by assets National rank
$244,149
Avg per participant Above avg balance/head
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Official DOL plan name: Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan · Sponsored by Heyl, Royster, Voelker & Allen P.C. · Illinois · Professional & Technical Services

$71M in assets, 292 participants

Heyl, Royster, Voelker & Allen P.C.'s Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan reported $71M in total assets and 292 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,280 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan covers 292 participants in Illinois, about 37% of the average Illinois filer (state average ~779 per filing). Assets: $71M.

#18,280
in Professional & Technical Services (20,321 peers)
+7.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan's outsized position by total assets

Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$71,291,416 Top 11% higher than 89% 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

Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 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. Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan sits mid-pack in the medium band (292 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan reported net income rose from -$17M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan end-of-year assets rose from $66M in the plan year 2022 filing to $71M in the plan year 2023 filing.
  • Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan reported participants rose from 274 in the plan year 2022 filing to 292 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 370947290 · Heyl, Royster, Voelker & Allen P.C. PY 2023 · 401(k)

Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan · $71M · 292 · 89th

  • EOY $71M
  • EOY 292
  • EOY 89th
  • EOY 401(k)
  • EOY near Huitt-Zollars, Inc. Employee Retirement Plan & Trust
  • EOY ind #18280

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 →

Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan in the asset neighbourhood

The Wawanesa Salary Deferral PlanThe Wawanesa Salary Deferral…$71MOpen Access Technology International, Inc. 401(k) PlanOpen Access Technology Inter…$71MHeyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) PlanHeyl, Royster, Voelker & All…$71MHuitt-Zollars, Inc. Employee Retirement Plan & TrustHuitt-Zollars, Inc. Employee…$71MHo-Chunk, Inc. 401(k) Plan$71M
End-of-year total assets ($M) among Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$71M
Net Income$5M
Employer EIN370947290
Plan Effective Date1973-01-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Heyl, Royster, Voelker & Allen P.C.)

Sponsor-wide plan assets over time

All Heyl, Royster, Voelker & Allen P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$77M 16.68012840901892% vs 2022
2024 filing year
$65M$70M$75M$80M 202220232024 $66.2M $77.3M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 274 $66M
2023 1 292 $71M
2024 1 260 $77M

Nearby 401(k) Plans in Illinois

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

Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan, Total assets ($B): 0.071291416 · Participants: 292Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 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
Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Huitt-Zollars, Inc. Employee Retirement Plan & Trust in TX ($71M); by covered participants it is Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan in MO (292 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($71M here).

Similar participant headcount

Nearest other-state filings by covered participants (292 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 Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan assets move in 2023? ▼
Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan grew at a solid clip - up 7.6% during 2023, from $66M to $71M. Reported net income was $5M.
How have Heyl, Royster, Voelker & Allen P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heyl, Royster, Voelker & Allen P.C.'s sponsor-wide assets grew 16.7%, from $66M to $77M.
Where does Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan ranks in the 89th 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 Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Huitt-Zollars, Inc. Employee Retirement Plan & Trust in TX ($71M, 527 participants).
Which 401(k) plans cover a similar participant headcount to Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan in MO (292 participants, $45M 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 370947290.

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.