401(k) · DOL Form 5500 · 2023

Encore Group (USA), LLC 401(k) Plan

Data updated 2026-08-11

$385M
Total assets
16,490
Participants
97th
Percentile by assets
$23,365
Avg per participant
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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.

  • 97th percentile by assets (of 127,072 plans)
  • #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.

$385M
total plan assets (2023 EOY)
16,490
covered participants
97th
percentile by assets (of 127,072 plans)
$23,365
avg assets per participant

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.

See the national 2022→2023 release diff →

State
Industry

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Encore Group (USA) LLC Retirement Savings Plan reports 16,490 participants - 21x that state average ($385M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$311M
Net Assets (End of Year)$385M
Net Income$74M
Employer EIN134025666
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Encore Group (USA), LLC)

$250M$300M$350M$400M$450M$500M 202220232024 $311M $453M ▲ +45.8%
Total plan assets by year, all Encore Group (USA), LLC plans on file
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.

Encore Group (USA) LLC Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Encore Group (USA) LLC Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000250000 -505101520 Total assets ($B) Participants Encore Group (USA) L…Accenture United Sta…State Farm 401(k) Sa…Abbott Laboratories …United Airlines Pilo…Walgreens Retirement…
Encore Group (USA) LLC Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Encore Group (USA) LLC Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Encore Group (USA) LLC Retirement Savings Plan assets move in 2023?
Encore Group (USA) LLC Retirement Savings Plan grew sharply - up 23.9% during 2023, from $311M to $385M. Reported net income was $74M.
How have Encore Group (USA), LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Encore Group (USA), LLC's sponsor-wide assets grew 45.8%, from $311M to $453M.
Where does Encore Group (USA) LLC Retirement Savings Plan rank by assets among Form 5500 filers?
Encore Group (USA) LLC Retirement Savings Plan ranks in the 97th 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 Encore Group (USA) LLC Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Simpson, Thacher & Bartlett Profit Sharing Plan for Partners and Non Legal Employees in NY ($385M, 932 participants).

Next read for Encore Group (USA) LLC Retirement Saving…

Filing takeaways

Ways to act on Encore Group (USA) LLC Retirement Savings Plan's numbers.

  • By total assets, Encore Group (USA) LLC Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
  • Encore Group (USA), LLC's sponsor-wide assets have grown 45.8% since 2022 across 3 plan years on file. More Real Estate plans