401(k) · DOL Form 5500 · 2023

Central States, Se & Sw Areas Health & Pension Funds 401(k) Plan

Data updated 2026-08-11

$122M
Total assets: 690
Participants: 92nd
Percentile by assets: $177,084
Avg per participant

Official DOL plan name: Central States 401(k) Retirement Savings Plan · Sponsored by Central States, Se & Sw Areas Health & Pension Funds · Illinois · Finance & Insurance

$122M in assets, 690 participants

Central States, Se & Sw Areas Health & Pension Funds's Central States 401(k) Retirement Savings Plan reported $122M in total assets and 690 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 127,072 plans)
#7,840 in Finance & Insurance (8,869 peers)

Where Central States 401(k) Retirement Savings Plan sits by assets

Central States 401(k) Retirement Savings Plan sits in the top 10% of all filed plans by assets, $122M for 690 participants (~$177,084/participant), up 23.5% in 2023.

$122M
total plan assets (2023 EOY): 690
covered participants: 92nd
percentile by assets (of 127,072 plans): $177,084
avg assets per participant

Where Central States 401(k) Retirement Savings Plan sits by total assets

Central States 401(k) Retirement Savings Plan vs every filed plan by assets

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

$122,187,692 Top 8% higher than 92% 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

Central States 401(k) Retirement Savings Plan reported net income rose from -$17M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Central States 401(k) Retirement Savings Plan end-of-year assets rose from $99M in the plan year 2022 filing to $122M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Illinois

Industry

Finance & Insurance

Central States 401(k) Retirement Savings Plan vs the 2023 asset distribution

By assets, Central States 401(k) Retirement Savings Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$99M
Net Assets (End of Year)	$122M
Net Income	$23M
Employer EIN	362154936
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Central States, Se & Sw Areas Health & Pension Funds)

Total plan assets by year, all Central States, Se & Sw Areas Health & Pension Funds plans on file

Year	Plans	Participants	Total Assets
2022	1	687	$99M
2023	1	690	$122M
2024	1	704	$140M

Nearby 401(k) Plans in Illinois

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

Central States 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

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

Compare Central States 401(k) Retirement Savings… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Central States 401(k) Retirement Savings Plan by total assets, not by location.

Asana Inc. 401(k) Plan (CA) $122M · 1,395
Pariveda Solutions, Inc. 401(k) Plan (TX) $122M · 745
Miller & Martin Profit Sharing Plan (TN) $122M · 172
Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan (CA) $122M · 225

Frequently Asked Questions

How did Central States 401(k) Retirement Savings Plan assets move in 2023? ▼

Central States 401(k) Retirement Savings Plan grew sharply - up 23.5% during 2023, from $99M to $122M. Reported net income was $23M.

How have Central States, Se & Sw Areas Health & Pension Funds plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Central States, Se & Sw Areas Health & Pension Funds's sponsor-wide assets grew 41.7%, from $99M to $140M.

Where does Central States 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Central States 401(k) Retirement Savings Plan ranks in the 92nd 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 Central States 401(k) Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Asana Inc. 401(k) Plan in CA ($122M, 1,395 participants).

Next read for Central States 401(k) Retirement Savings…

Scale reading

Ways to act on Central States 401(k) Retirement Savings Plan's numbers.

By total assets, Central States 401(k) Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
Central States, Se & Sw Areas Health & Pension Funds's sponsor-wide assets have grown 41.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 362154936.