401(k) · DOL Form 5500 · 2023

Illinois Mutual Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
198
Participants Below avg headcount
78th
Percentile by assets National rank
$136,522
Avg per participant Near avg balance/head
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Official DOL plan name: Illinois Mutual 401(k) Retirement Savings Plan · Sponsored by Illinois Mutual Life Insurance Company · Illinois · Finance & Insurance

$27M in assets, 198 participants

Illinois Mutual Life Insurance Company's Illinois Mutual 401(k) Retirement Savings Plan reported $27M in total assets and 198 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,851 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Illinois Mutual 401(k) Retirement Savings Plan covers 198 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $27M.

#5,851
in Finance & Insurance (8,869 peers)
+14.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Illinois Mutual 401(k) Retirement Savings Plan's outsized position by total assets

Illinois Mutual 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$27,031,396 Top 22% higher than 78% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Illinois Mutual 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. Illinois Mutual 401(k) Retirement Savings Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Illinois Mutual 401(k) Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Illinois Mutual 401(k) Retirement Savings Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Illinois Mutual 401(k) Retirement Savings Plan reported participants fell from 201 in the plan year 2022 filing to 198 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 370344290 · Illinois Mutual Life Insurance Company PY 2023 · 401(k)

Illinois Mutual 401(k) Retirement Savings Plan · $27M · 198 · 78th

  • PART $27M
  • PART 198
  • PART 78th
  • PART 401(k)
  • PART near Yellowstone Club Operations, LLC Retirement Plan and Trust
  • PART ind #5851

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 Finance & Insurance retirement plans → · Plans in Illinois →

Illinois Mutual 401(k) Retirement Savings Plan in the asset neighbourhood

Illinois Mutual 401(k) Retirement Savings PlanIllinois Mutual 401(k) Retir…$27MYellowstone Club Operations, LLC Retirement Plan and TrustYellowstone Club Operations,…$27MPotamkin Retirement Plan$27MKemba Financial Credit Union, Inc. 401(k) Profit Sharing PlanKemba Financial Credit Union…$27MStone Coast Fund Services LLC 401(k) PlanStone Coast Fund Services LL…$27M
End-of-year total assets ($M) among Illinois Mutual 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN370344290
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Illinois Mutual Life Insurance Company)

Sponsor-wide plan assets over time

All Illinois Mutual Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$76M 6.684737150512025% vs 2022
2024 filing year
$70M$72M$74M$76M$78M 202220232024 $70.9M $75.6M ▲ +6.7%
Year Plans Participants Total Assets
2022 2 272 $71M
2023 2 259 $77M
2024 2 259 $76M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Illinois Mutual 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Illinois Mutual 401(k) Retirement Savings Plan, Total assets ($B): 0.027031396 · Participants: 198Illinois Mutual 401(k) Retirement Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Illinois Mutual 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Illinois Mutual 401(k) Retirement Savings Plan side-by-side with 3 peers →

Illinois Mutual 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 Yellowstone Club Operations, LLC Retirement Plan and Trust in MT ($27M); by covered participants it is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Illinois Mutual 401(k) Retirement Savings Plan assets move in 2023? ▼
Illinois Mutual 401(k) Retirement Savings Plan grew at a solid clip - up 14.1% during 2023, from $24M to $27M. Reported net income was $3M.
How have Illinois Mutual Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Illinois Mutual Life Insurance Company's sponsor-wide assets grew 6.7%, from $71M to $76M.
Where does Illinois Mutual 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Illinois Mutual 401(k) Retirement Savings Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Illinois Mutual 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yellowstone Club Operations, LLC Retirement Plan and Trust in MT ($27M, 481 participants).
Which 401(k) plans cover a similar participant headcount to Illinois Mutual 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants, $39M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 370344290.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.