401(k) · DOL Form 5500 · 2023

Eagle Seven 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
112
Participants Small participant base
76th
Percentile by assets National rank
$213,462
Avg per participant Above avg balance/head
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Official DOL plan name: Eagle Seven Holdings, LP 401(k) Plan & Trust · Sponsored by Eagle Seven · Illinois · Finance & Insurance

$24M in assets, 112 participants

Eagle Seven's Eagle Seven Holdings, LP 401(k) Plan & Trust reported $24M in total assets and 112 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.

  • #5,616 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Eagle Seven Holdings, LP 401(k) Plan & Trust covers 112 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $24M.

#5,616
in Finance & Insurance (8,869 peers)
+35.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Eagle Seven Holdings, LP 401(k) Plan & Trust's outsized position by total assets

Eagle Seven Holdings, LP 401(k) Plan & Trust vs every filed plan by assets

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

$23,907,744 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

Eagle Seven Holdings, LP 401(k) Plan & Trust 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. Eagle Seven Holdings, LP 401(k) Plan & Trust sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eagle Seven Holdings, LP 401(k) Plan & Trust reported net income rose from -$675K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Eagle Seven Holdings, LP 401(k) Plan & Trust end-of-year assets rose from $18M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Eagle Seven Holdings, LP 401(k) Plan & Trust reported participants rose from 94 in the plan year 2022 filing to 112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 273706077 · Eagle Seven PY 2023 · 401(k)

Eagle Seven Holdings, LP 401(k) Plan & Trust · $24M · 112 · 76th

  • IND $24M
  • EOY 112
  • 5500 76th
  • ASSETS 401(k)
  • PCT near Huf North America Automotive Parts Manufacturing Corp. 401(k) Plan
  • EIN ind #5616

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 →

Eagle Seven Holdings, LP 401(k) Plan & Trust in the asset neighbourhood

Eagle Seven Holdings, LP 401(k) Plan & TrustEagle Seven Holdings, LP 401…$24MHuf North America Automotive Parts Manufacturing Corp. 401(k) PlanHuf North America Automotive…$24MImperial Industries/Industrial Tank Retirement & Savings PlanImperial Industries/Industri…$24MHarrison French & Associates, Ltd. 401(k) PlanHarrison French & Associates…$24MDinse P.C. Retirement Plan$24M
End-of-year total assets ($M) among Eagle Seven Holdings, LP 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$24M
Net Income$6M
Employer EIN273706077
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eagle Seven)

Sponsor-wide plan assets over time

All Eagle Seven plans reported in each filing year

Latest sponsor-wide plan assets
$31M 73.55700454581199% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.6M $30.6M ▲ +73.5%
Year Plans Participants Total Assets
2022 1 94 $18M
2023 1 112 $24M
2024 1 123 $31M

Nearby 401(k) Plans in Illinois

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

Eagle Seven Holdings, LP 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Eagle Seven Holdings, LP 401(k) Plan & Trust, Total assets ($B): 0.023907744 · Participants: 112Eagle Seven Holdings, LP 401(k) Plan & 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
Eagle Seven Holdings, LP 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Eagle Seven Holdings, LP 401(k) Plan & Trust side-by-side with 3 peers →

Eagle Seven Holdings, LP 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Huf North America Automotive Parts Manufacturing Corp. 401(k) Plan in TN ($24M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Eagle Seven Holdings, LP 401(k) Plan & Trust assets move in 2023? ▼
Eagle Seven Holdings, LP 401(k) Plan & Trust surged - up 35.6% during 2023, from $18M to $24M. Reported net income was $6M.
How have Eagle Seven plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eagle Seven's sponsor-wide assets grew 73.6%, from $18M to $31M.
Where does Eagle Seven Holdings, LP 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Eagle Seven Holdings, LP 401(k) Plan & 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 Eagle Seven Holdings, LP 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Huf North America Automotive Parts Manufacturing Corp. 401(k) Plan in TN ($24M, 321 participants).
Which 401(k) plans cover a similar participant headcount to Eagle Seven Holdings, LP 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 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 273706077.

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.