401(k) · DOL Form 5500 · 2023
Athletico, Ltd. 401(k) Plan
Data updated 2026-08-25
- $342M
- Total assets Above avg plan size
- 8,588
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $39,803
- Avg per participant Low balance/head
Official DOL plan name: Athletico, Ltd. Employees Profit Sharing Plan · Sponsored by Athletico, Ltd. · Illinois · Healthcare & Social Assistance
$342M in assets, 8,588 participants
Athletico, Ltd.'s Athletico, Ltd. Employees Profit Sharing Plan reported $342M in total assets and 8,588 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #17,120 in Healthcare & Social Assistance (17,684 peers)
Coverage in Illinois
Athletico, Ltd. Employees Profit Sharing Plan covers 8,588 participants in Illinois, 11x the typical Illinois plan (state average ~779 per filing). Assets: $342M.
- #17,120
- in Healthcare & Social Assistance (17,684 peers)
- +55.3%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Athletico, Ltd. Employees Profit Sharing Plan's outsized position by total assets
Athletico, Ltd. Employees Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$341,831,943 Top 4% higher than 96% 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
Athletico, Ltd. Employees Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Athletico, Ltd. Employees Profit Sharing Plan lands in the large band (8,588 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Athletico, Ltd. Employees Profit Sharing Plan reported net income rose from -$31M in the plan year 2022 filing to $72M in the plan year 2023 filing.
- Athletico, Ltd. Employees Profit Sharing Plan reported participants rose from 4,934 in the plan year 2022 filing to 8,588 in the plan year 2023 filing.
- Athletico, Ltd. Employees Profit Sharing Plan end-of-year assets rose from $220M in the plan year 2022 filing to $342M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 363771769 · Athletico, Ltd. PY 2023 · 401(k)
Athletico, Ltd. Employees Profit Sharing Plan · $342M · 8,588 · 96th
- NET $342M
- NET 8,588
- NET 96th
- NET 401(k)
- NET near Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan
- NET ind #17120
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
Athletico, Ltd. Employees Profit Sharing Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $220M |
|---|---|
| Net Assets (End of Year) | $342M |
| Net Income | $72M |
| Employer EIN | 363771769 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Athletico, Ltd.)
Sponsor-wide plan assets over time
All Athletico, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $410M 86.43786165268136% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,934 | $220M |
| 2023 | 1 | 8,588 | $342M |
| 2024 | 1 | 8,874 | $410M |
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
Scale composition for Athletico, Ltd. Employees Profit Sharing Plan
Athletico, Ltd. Employees Profit Sharing Plan reports $342M in end-of-year assets across 8,588 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $39,803 per participant (29% of the national average assets-per-participant) . Net income for plan year 2023 was $72M.
This plan identity (EIN 363771769, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $220M to $410M (+86.4%) while covered participants moved from 4,934 to 8,874 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,934 | $220M | Open filing |
| 2023 | 8,588 | $342M | This page |
| 2024 · index core | 8,874 | $410M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Athletico, Ltd. Employees Profit Sharing Plan (401(k), $410M, 8,874 participants)
Athletico, Ltd. Employees Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan in SC ($342M); by covered participants it is Racetrac, Inc. 401(k) Plan in GA (8,577 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($342M here).
Similar participant headcount
Nearest other-state filings by covered participants (8,588 participants); asset peers above are excluded.
- Racetrac, Inc. 401(k) Plan (GA) 8,577 · 11 off
- Blue Cross and Blue Shield of Florida, Inc. 401(k) Retirement Savings Plan (FL) 8,600 · 12 off
- Millerknoll Retirement Plan (MI) 8,601 · 13 off
- Johnson Controls Select Hourly Retirement Savings and Investment Plan (WI) 8,604 · 16 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.