401(k) · DOL Form 5500 · 2023
Banner Solutions 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 280
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $45,655
- Avg per participant Low balance/head
Official DOL plan name: Banner Solutions 401(k) Retirement Savings Plan · Sponsored by Banner Solutions · Illinois · Wholesale Trade
$13M in assets, 280 participants
Banner Solutions's Banner Solutions 401(k) Retirement Savings Plan reported $13M in total assets and 280 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #3,601 in Wholesale Trade (6,309 peers)
Coverage in Illinois
Banner Solutions 401(k) Retirement Savings Plan covers 280 participants in Illinois, about 36% of the average Illinois filer (state average ~779 per filing). Assets: $13M.
- #3,601
- in Wholesale Trade (6,309 peers)
- +6.9%
- assets growth YoY
Banner Solutions 401(k) Retirement Savings Plan's mid-pack asset rank among Wholesale Trade and all filers
Banner Solutions 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,783,409 Top 36% higher than 64% 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
Banner Solutions 401(k) Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Banner Solutions 401(k) Retirement Savings Plan sits mid-pack in the medium band (280 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Banner Solutions 401(k) Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $825K in the plan year 2023 filing.
- Banner Solutions 401(k) Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Banner Solutions 401(k) Retirement Savings Plan reported participants fell from 287 in the plan year 2022 filing to 280 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 043359757 · Banner Solutions PY 2023 · 401(k)
Banner Solutions 401(k) Retirement Savings Plan · $13M · 280 · 64th
- BOOK $13M
- VS-ST 280
- BOY 64th
- SCH 401(k)
- EBSA near Spear Education 401(k) Plan
- PART ind #3601
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 Wholesale Trade retirement plans → · Plans in Illinois →
Banner Solutions 401(k) Retirement Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $825K |
| Employer EIN | 043359757 |
| Plan Effective Date | 1992-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Banner Solutions)
Sponsor-wide plan assets over time
All Banner Solutions plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 15.646532174336524% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 287 | $12M |
| 2023 | 1 | 280 | $13M |
| 2024 | 1 | 269 | $14M |
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
Banner Solutions 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Spear Education 401(k) Plan in AZ ($13M); by covered participants it is Aafcpas, Inc 401(k) Savings Plan in MA (280 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Spear Education 401(k) Plan (AZ) $13M · 272
- Vino Farms, LLC Retirement Plan (CA) $13M · 252
- Av Squad, LP 401(k) Plan (CA) $13M · 151
- Arc 401(k) Employee Retirement Plan (MD) $13M · 117
Similar participant headcount
Nearest other-state filings by covered participants (280 participants); asset peers above are excluded.
- Aafcpas, Inc 401(k) Savings Plan (MA) 280 · 0 off
- Harper General Contractors, Inc. 401(k) Retirement Savings Plan (SC) 280 · 0 off
- Woodlands Senior Living 401(k) Ps Plan (ME) 280 · 0 off
- H&m Trucking, Inc. 401(k) Plan (NE) 280 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.