401(k) · DOL Form 5500 · 2023
The Mather Group, LLC 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 147
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $76,508
- Avg per participant Below avg balance/head
Official DOL plan name: The Mather Group 401(k) Plan · Sponsored by The Mather Group, LLC · Illinois · Finance & Insurance
$11M in assets, 147 participants
The Mather Group, LLC's The Mather Group 401(k) Plan reported $11M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #4,069 in Finance & Insurance (8,869 peers)
Coverage in Illinois
The Mather Group 401(k) Plan covers 147 participants in Illinois, about 19% of the average Illinois filer (state average ~779 per filing). Assets: $11M.
- #4,069
- in Finance & Insurance (8,869 peers)
- +45.9%
- assets growth YoY
The Mather Group 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
The Mather Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,246,650 Top 39% higher than 61% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Mather Group 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. The Mather Group 401(k) Plan sits mid-pack in the medium band (147 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Mather Group 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Mather Group 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- The Mather Group 401(k) Plan reported participants rose from 122 in the plan year 2022 filing to 147 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 472381165 · The Mather Group, LLC PY 2023 · 401(k)
The Mather Group 401(k) Plan · $11M · 147 · 61st
- PCT $11M
- PCT 147
- PCT 61st
- PCT 401(k)
- PCT near Partners Bancorp 401(k) Plan
- PCT ind #4069
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 →
The Mather Group 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $4M |
| Employer EIN | 472381165 |
| Plan Effective Date | 2011-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Mather Group, LLC)
Sponsor-wide plan assets over time
All The Mather Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 105.6888885659806% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $8M |
| 2023 | 1 | 147 | $11M |
| 2024 | 1 | 163 | $16M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
The Mather Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Partners Bancorp 401(k) Plan in DE ($11M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Partners Bancorp 401(k) Plan (DE) $11M · 238
- Preferred Employer Plan Fbo Madwire, LLC (AZ) $11M · 370
- Health and Wellness Partners 401(k) Plan (NJ) $11M · 193
- Gastro Care Partners 401(k) Plan (CO) $11M · 108
Similar participant headcount
Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.
- Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan (NE) 147 · 0 off
- Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust (DE) 147 · 0 off
- Gary Thompson Agency, Inc. Safe Harbor 401(k) Profit Sharing Plan (NE) 147 · 0 off
- Orlando's Enterprises, Inc. 401(k) Retirement Plan (TX) 147 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.