401(k) · DOL Form 5500 · 2023

Athletico, Ltd. 401(k) Plan

Data updated 2026-08-11

$342M
Total assets
8,588
Participants
96th
Percentile by assets
$39,803
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$342M
total plan assets (2023 EOY)
8,588
covered participants
96th
percentile by assets (of 127,072 plans)
$39,803
avg assets per participant

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.

See the national 2022→2023 release diff →

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Athletico, Ltd. Employees Profit Sharing Plan reports 8,588 participants - 11x that state average ($342M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$220M
Net Assets (End of Year)$342M
Net Income$72M
Employer EIN363771769
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Athletico, Ltd.)

$200M$300M$400M$500M 202220232024 $220M $410M ▲ +86.4%
Total plan assets by year, all Athletico, Ltd. plans on file
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.

Athletico, Ltd. Employees Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Athletico, Ltd. Employees Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -505101520 Total assets ($B) Participants Athletico, Ltd. Empl…Accenture United Sta…State Farm 401(k) Sa…Abbott Laboratories …United Airlines Pilo…Walgreens Retirement…
Athletico, Ltd. Employees Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Athletico, Ltd. Employees Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Athletico, Ltd. Employees Profit Sharing Plan assets move in 2023?
Athletico, Ltd. Employees Profit Sharing Plan surged - up 55.3% during 2023, from $220M to $342M. Reported net income was $72M.
How have Athletico, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), Athletico, Ltd.'s sponsor-wide assets grew 86.4%, from $220M to $410M.
Where does Athletico, Ltd. Employees Profit Sharing Plan rank by assets among Form 5500 filers?
Athletico, Ltd. Employees Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Athletico, Ltd. Employees Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan in SC ($342M, 2,318 participants).

Next read for Athletico, Ltd. Employees Profit Sharing…

Filing takeaways

Ways to act on Athletico, Ltd. Employees Profit Sharing Plan's numbers.