401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$122M
Total assets Near avg plan size
690
Participants Below avg headcount
92nd
Percentile by assets National rank
$177,084
Avg per participant Above avg balance/head
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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.

  • #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.

#7,840
in Finance & Insurance (8,869 peers)
+23.5%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Central States 401(k) Retirement Savings Plan's outsized position 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

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

Central States 401(k) Retirement Savings 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. Central States 401(k) Retirement Savings Plan sits mid-pack in the medium band (690 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

DOL schedule card

Filing strip 362154936 · Central States, Se & Sw Areas Health & Pension Funds PY 2023 · 401(k)

Central States 401(k) Retirement Savings Plan · $122M · 690 · 92nd

  • SCH $122M
  • SCH 690
  • SCH 92nd
  • SCH 401(k)
  • SCH near Asana Inc. 401(k) Plan
  • SCH ind #7840

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 →

Central States 401(k) Retirement Savings Plan in the asset neighbourhood

Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing PlanMedical Group of Beverly Hil…$122MAsana Inc. 401(k) Plan$122MCentral States 401(k) Retirement Savings PlanCentral States 401(k) Retire…$122MPariveda Solutions, Inc. 401(k) PlanPariveda Solutions, Inc. 401…$122MMiller & Martin Profit Sharing PlanMiller & Martin Profit Shari…$122M
End-of-year total assets ($M) among Central States 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$122M
Net Income$23M
Employer EIN362154936
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Central States, Se & Sw Areas Health & Pension Funds plans reported in each filing year

Latest sponsor-wide plan assets
$140M 41.67011238585599% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $99M $140M ▲ +41.7%
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 Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Central States 401(k) Retirement Savings Plan, Total assets ($B): 0.122187692 · Participants: 690Central States 401(k) Retirement Savings PlanAccenture 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
Central States 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Central States 401(k) Retirement Savings Plan side-by-side with 3 peers →

Central States 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Asana Inc. 401(k) Plan in CA ($122M); by covered participants it is Roosevelt Management Company LLC 401(k) Plan in NY (690 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($122M here).

Similar participant headcount

Nearest other-state filings by covered participants (690 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 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).
Which 401(k) plans cover a similar participant headcount to Central States 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roosevelt Management Company LLC 401(k) Plan in NY (690 participants, $60K 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 362154936.

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.