401(k) · DOL Form 5500 · 2023

Pedersen & Houpt 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
46
Participants Small participant base
76th
Percentile by assets National rank
$513,993
Avg per participant High balance/head
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Official DOL plan name: Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust · Sponsored by Pedersen & Houpt · Illinois · Professional & Technical Services

$24M in assets, 46 participants

Pedersen & Houpt's Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust reported $24M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,407 in Professional & Technical Services (20,321 peers)

Where Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust sits by assets

Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $24M for 46 participants (~$513,993/participant), up 21.1% in 2023.

#15,407
in Professional & Technical Services (20,321 peers)
+21.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust's outsized position by total assets

Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust vs every filed plan by assets

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

$23,643,687 Top 24% higher than 76% 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

Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust reported participants rose from 43 in the plan year 2022 filing to 46 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362756074 · Pedersen & Houpt PY 2023 · 401(k)

Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust · $24M · 46 · 76th

  • TYPE $24M
  • NET 46
  • BOOK 76th
  • VS-ST 401(k)
  • BOY near The St. Joe Company Retirement Plan
  • SCH ind #15407

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 →

Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust in the asset neighbourhood

Houston Ear Nose & Throat Clinic 401(k) Profit Sharing PlanHouston Ear Nose & Throat Cl…$24MValu Home Centers 401(k) Profit Sharing PlanValu Home Centers 401(k) Pro…$24MPedersen & Houpt, a Professional Corporation, 401(k) Plan and TrustPedersen & Houpt, a Professi…$24MThe St. Joe Company Retirement PlanThe St. Joe Company Retireme…$24MNorthland Dealers Investment Group, Inc. 401(k) Retirement PlanNorthland Dealers Investment…$24M
End-of-year total assets ($M) among Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN362756074
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pedersen & Houpt)

Sponsor-wide plan assets over time

All Pedersen & Houpt plans reported in each filing year

Latest sponsor-wide plan assets
$27M 39.770706327972164% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.5M $27.3M ▲ +39.7%
Year Plans Participants Total Assets
2022 1 43 $20M
2023 1 46 $24M
2024 1 40 $27M

Nearby 401(k) Plans in Illinois

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

Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust, Total assets ($B): 0.023643687 · Participants: 46Pedersen & Houpt, a Professional Corporation, 401(k) Plan and TrustAccenture 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
Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust side-by-side with 3 peers →

Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is The St. Joe Company Retirement Plan in FL ($24M); by covered participants it is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust assets move in 2023? ▼
Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust grew sharply - up 21.1% during 2023, from $20M to $24M. Reported net income was $4M.
How have Pedersen & Houpt plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pedersen & Houpt's sponsor-wide assets grew 39.8%, from $20M to $27M.
Where does Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust ranks in the 76th 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 Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The St. Joe Company Retirement Plan in FL ($24M, 693 participants).
Which 401(k) plans cover a similar participant headcount to Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants, $3M 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 362756074.

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.