401(k) · DOL Form 5500 · 2023
Encore Group (USA), LLC 401(k) Plan
Data updated 2026-08-25
- $385M
- Total assets Above avg plan size
- 16,490
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $23,365
- Avg per participant Low balance/head
Official DOL plan name: Encore Group (USA) LLC Retirement Savings Plan · Sponsored by Encore Group (USA), LLC · Illinois · Real Estate
$385M in assets, 16,490 participants
Encore Group (USA), LLC's Encore Group (USA) LLC Retirement Savings Plan reported $385M in total assets and 16,490 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #4,701 in Real Estate (4,727 peers)
Coverage in Illinois
Encore Group (USA) LLC Retirement Savings Plan covers 16,490 participants in Illinois, 21x the typical Illinois plan (state average ~779 per filing). Assets: $385M.
- #4,701
- in Real Estate (4,727 peers)
- +23.9%
- assets growth YoY
- 3.9×
- vs typical plan assets (national mean)
Encore Group (USA) LLC Retirement Savings Plan's outsized position by total assets
Encore Group (USA) LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$385,286,937 Top 3% higher than 97% 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
Encore Group (USA) LLC Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Encore Group (USA) LLC Retirement Savings Plan is a mega filing (16,490 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Encore Group (USA) LLC Retirement Savings Plan reported net income rose from -$54M in the plan year 2022 filing to $74M in the plan year 2023 filing.
- Encore Group (USA) LLC Retirement Savings Plan reported participants rose from 8,049 in the plan year 2022 filing to 16,490 in the plan year 2023 filing.
- Encore Group (USA) LLC Retirement Savings Plan end-of-year assets rose from $311M in the plan year 2022 filing to $385M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 134025666 · Encore Group (USA), LLC PY 2023 · 401(k)
Encore Group (USA) LLC Retirement Savings Plan · $385M · 16,490 · 97th
- TYPE $385M
- TYPE 16,490
- TYPE 97th
- TYPE 401(k)
- TYPE near Simpson, Thacher & Bartlett Profit Sharing Plan for Partners and Non Legal Employees
- TYPE ind #4701
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 Real Estate retirement plans → · Plans in Illinois →
Encore Group (USA) LLC Retirement Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $311M |
|---|---|
| Net Assets (End of Year) | $385M |
| Net Income | $74M |
| Employer EIN | 134025666 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Encore Group (USA), LLC)
Sponsor-wide plan assets over time
All Encore Group (USA), LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $453M 45.80508010432892% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,049 | $311M |
| 2023 | 1 | 16,490 | $385M |
| 2024 | 1 | 9,014 | $453M |
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 Encore Group (USA) LLC Retirement Savings Plan
Encore Group (USA) LLC Retirement Savings Plan reports $385M in end-of-year assets across 16,490 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $23,365 per participant (17% of the national average assets-per-participant) . Net income for plan year 2023 was $74M.
This plan identity (EIN 134025666, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $311M to $453M (+45.8%) while covered participants moved from 8,049 to 9,014 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,049 | $311M | Open filing |
| 2023 | 16,490 | $385M | This page |
| 2024 · index core | 9,014 | $453M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Encore Group (USA) LLC Retirement Savings Plan (401(k), $453M, 9,014 participants)
Encore Group (USA) LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Simpson, Thacher & Bartlett Profit Sharing Plan for Partners and Non Legal Employees in NY ($385M); by covered participants it is Greystar 401(k) Plan in TX (16,519 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($385M here).
- Simpson, Thacher & Bartlett Profit Sharing Plan for Partners and Non Legal Employees (NY) $385M · 932
- Pfizer Savings Plan for Employees Resident in Puerto Rico (PR) $385M · 87
- Coterra Energy Inc. Retirement Savings Plan (TX) $385M · 1,327
- California Iso Retirement Savings Benefits Plan (CA) $385M · 666
Similar participant headcount
Nearest other-state filings by covered participants (16,490 participants); asset peers above are excluded.
- Greystar 401(k) Plan (TX) 16,519 · 29 off
- Sunbelt Rentals, Inc. Retirement Savings Plan (SC) 16,458 · 32 off
- Pentegra Defined Contribution Plan for Financial Institutions (NY) 16,522 · 32 off
- New York District Council of Carpenters Annuity Fd (NY) 16,560 · 70 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.