401(k) · DOL Form 5500 · 2023

Bartlit Beck LLP 401(k) Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
169
Participants Small participant base
90th
Percentile by assets National rank
$515,488
Avg per participant High balance/head
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Official DOL plan name: Bartlit Beck LLP 401(k) Plan and Trust · Sponsored by Bartlit Beck LLP · Illinois · Professional & Technical Services

$87M in assets, 169 participants

Bartlit Beck LLP's Bartlit Beck LLP 401(k) Plan and Trust reported $87M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,590 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Bartlit Beck LLP 401(k) Plan and Trust covers 169 participants in Illinois, about 22% of the average Illinois filer (state average ~779 per filing). Assets: $87M.

#18,590
in Professional & Technical Services (20,321 peers)
+21.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Bartlit Beck LLP 401(k) Plan and Trust's outsized position by total assets

Bartlit Beck LLP 401(k) Plan and Trust vs every filed plan by assets

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

$87,117,413 Top 10% higher than 90% 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

Bartlit Beck LLP 401(k) Plan and 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. Bartlit Beck LLP 401(k) Plan and Trust sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bartlit Beck LLP 401(k) Plan and Trust reported net income rose from -$14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Bartlit Beck LLP 401(k) Plan and Trust end-of-year assets rose from $71M in the plan year 2022 filing to $87M in the plan year 2023 filing.
  • Bartlit Beck LLP 401(k) Plan and Trust reported participants rose from 160 in the plan year 2022 filing to 169 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 363909157 · Bartlit Beck LLP PY 2023 · 401(k)

Bartlit Beck LLP 401(k) Plan and Trust · $87M · 169 · 90th

  • 5500 $87M
  • 5500 169
  • 5500 90th
  • 5500 401(k)
  • 5500 near Sazerac Company, Inc. 401(k) Plan for Union Employees
  • 5500 ind #18590

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 →

Bartlit Beck LLP 401(k) Plan and Trust in the asset neighbourhood

Ttx Company Thrift Plan for Maintenance and Production EmployeesTtx Company Thrift Plan for …$87MJames River Group, Inc. 401(k) PlanJames River Group, Inc. 401(…$87MBartlit Beck LLP 401(k) Plan and TrustBartlit Beck LLP 401(k) Plan…$87MSazerac Company, Inc. 401(k) Plan for Union EmployeesSazerac Company, Inc. 401(k)…$87MBoyd Corporation 401(k) Plan$87M
End-of-year total assets ($M) among Bartlit Beck LLP 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$87M
Net Income$16M
Employer EIN363909157
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bartlit Beck LLP)

Sponsor-wide plan assets over time

All Bartlit Beck LLP plans reported in each filing year

Latest sponsor-wide plan assets
$100M 39.47360281337547% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $71.5M $99.7M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 160 $71M
2023 1 169 $87M
2024 1 169 $100M

Nearby 401(k) Plans in Illinois

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

Bartlit Beck LLP 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 ($B) Participants Bartlit Beck LLP 401(k) Plan and Trust, Total assets ($B): 0.087117413 · Participants: 169Bartlit Beck LLP 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
Bartlit Beck LLP 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Bartlit Beck LLP 401(k) Plan and Trust side-by-side with 3 peers →

Bartlit Beck LLP 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 Sazerac Company, Inc. 401(k) Plan for Union Employees in KY ($87M); by covered participants it is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Bartlit Beck LLP 401(k) Plan and Trust assets move in 2023? ▼
Bartlit Beck LLP 401(k) Plan and Trust grew sharply - up 21.9% during 2023, from $71M to $87M. Reported net income was $16M.
How have Bartlit Beck LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bartlit Beck LLP's sponsor-wide assets grew 39.5%, from $71M to $100M.
Where does Bartlit Beck LLP 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Bartlit Beck LLP 401(k) Plan and Trust ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bartlit Beck LLP 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sazerac Company, Inc. 401(k) Plan for Union Employees in KY ($87M, 1,445 participants).
Which 401(k) plans cover a similar participant headcount to Bartlit Beck LLP 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 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 363909157.

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.