401(k) · DOL Form 5500 · 2023

Becker Gurian 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
7
Participants Small participant base
45th
Percentile by assets National rank
$733,655
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Becker & Gurian Profit Sharing Plan and Trust · Sponsored by Becker Gurian · Illinois · Professional & Technical Services

$5M in assets, 7 participants

Becker Gurian's Becker & Gurian Profit Sharing Plan and Trust reported $5M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,681 in Professional & Technical Services (20,321 peers)

Becker Gurian multi-year trail

Becker Gurian's plans moved +65.5% in assets from 2022 to 2024; this filing shows Becker & Gurian Profit Sharing Plan and Trust at $5M / 7 participants.

#8,681
in Professional & Technical Services (20,321 peers)
+32.0%
assets growth YoY

Becker & Gurian Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Becker & Gurian Profit Sharing Plan and Trust vs every filed plan by assets

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

$5,135,585 45th percentile higher than 45% 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

Becker & Gurian Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Becker & Gurian Profit Sharing Plan and Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Becker & Gurian Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Becker & Gurian Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363972801 · Becker Gurian PY 2023 · 401(k)

Becker & Gurian Profit Sharing Plan and Trust · $5M · 7 · 45th

  • SCH $5M
  • SCH 7
  • SCH 45th
  • SCH 401(k)
  • SCH near Ned S. Holmes Investments, Inc. 401(k) Plan
  • SCH ind #8681

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 →

Becker & Gurian Profit Sharing Plan and Trust in the asset neighbourhood

Becker & Gurian Profit Sharing Plan and TrustBecker & Gurian Profit Shari…$5MNed S. Holmes Investments, Inc. 401(k) PlanNed S. Holmes Investments, I…$5MEncore Pipe & Construction 401(k) PlanEncore Pipe & Construction 4…$5MJavara Inc Long Term Savings PlanJavara Inc Long Term Savings…$5MTax Mam, Inc. Profit Sharing PlanTax Mam, Inc. Profit Sharing…$5M
End-of-year total assets ($M) among Becker & Gurian Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Becker Gurian multi-year asset trail

Sponsor-wide plan assets over time

All Becker Gurian plans reported in each filing year

Latest sponsor-wide plan assets
$6M 65.47278835662715% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.89M $6.44M ▲ +65.6%
Year Plans Participants Total Assets
2022 1 7 $4M
2023 1 7 $5M
2024 1 7 $6M

Becker Gurian filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN363972801
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Becker & Gurian Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Becker & Gurian Profit Sharing Plan and Trust, Total assets ($B): 0.005135585 · Participants: 7Becker & Gurian Profit Sharing 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
Becker & Gurian Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Becker & Gurian Profit Sharing Plan and Trust side-by-side with 3 peers →

Becker & Gurian Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Ned S. Holmes Investments, Inc. 401(k) Plan in TX ($5M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Becker & Gurian Profit Sharing Plan and Trust assets move in 2023? ▼
Becker & Gurian Profit Sharing Plan and Trust surged - up 32.0% during 2023, from $4M to $5M. Reported net income was $1M.
How have Becker Gurian plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Becker Gurian's sponsor-wide assets grew 65.5%, from $4M to $6M.
Which 401(k) plans are similar in size to Becker & Gurian Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ned S. Holmes Investments, Inc. 401(k) Plan in TX ($5M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Becker & Gurian Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 363972801.

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.