401(k) · DOL Form 5500 · 2023

Service Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
153
Participants Small participant base
67th
Percentile by assets National rank
$96,280
Avg per participant Below avg balance/head
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Official DOL plan name: Service Holdings, LLC Retirement Plan · Sponsored by Service Holdings, LLC · Illinois · Management of Enterprises

$15M in assets, 153 participants

Service Holdings, LLC's Service Holdings, LLC Retirement Plan reported $15M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #521 in Management of Enterprises (1,137 peers)

Coverage in Illinois

Service Holdings, LLC Retirement Plan covers 153 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $15M.

#521
in Management of Enterprises (1,137 peers)
+14.6%
assets growth YoY

Service Holdings, LLC Retirement Plan's outsized position by total assets

Service Holdings, LLC Retirement Plan vs every filed plan by assets

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

$14,730,810 Top 33% higher than 67% 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

Service Holdings, LLC Retirement 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. Service Holdings, LLC Retirement Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Service Holdings, LLC Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Service Holdings, LLC Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Service Holdings, LLC Retirement Plan reported participants rose from 148 in the plan year 2022 filing to 153 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 364252962 · Service Holdings, LLC PY 2023 · 401(k)

Service Holdings, LLC Retirement Plan · $15M · 153 · 67th

  • TYPE $15M
  • TYPE 153
  • TYPE 67th
  • TYPE 401(k)
  • TYPE near Stockman Kast Ryan & Co. 401(k) Plan
  • TYPE ind #521

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 Management of Enterprises retirement plans → · Plans in Illinois →

Service Holdings, LLC Retirement Plan in the asset neighbourhood

Service Holdings, LLC Retirement PlanService Holdings, LLC Retire…$15MStockman Kast Ryan & Co. 401(k) PlanStockman Kast Ryan & Co. 401…$15MXmv, Inc. Profit Sharing Plan$15MNorth Shore Supply Company Employees 401(k) Profit Sharing Plan & TrustNorth Shore Supply Company E…$15MImd Fluid System Technologies, Inc. 401(k) PlanImd Fluid System Technologie…$15M
End-of-year total assets ($M) among Service Holdings, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN364252962
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Service Holdings, LLC)

Sponsor-wide plan assets over time

All Service Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 29.23109538371661% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.9M $16.6M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 148 $13M
2023 1 153 $15M
2024 1 160 $17M

Nearby 401(k) Plans in Illinois

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

Service Holdings, LLC Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Service Holdings, LLC Retirement Plan, Total assets ($B): 0.01473081 · Participants: 153Service Holdings, LLC Retirement 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
Service Holdings, LLC Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Service Holdings, LLC Retirement Plan side-by-side with 3 peers →

Service Holdings, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Stockman Kast Ryan & Co. 401(k) Plan in CO ($15M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Service Holdings, LLC Retirement Plan assets move in 2023? ▼
Service Holdings, LLC Retirement Plan grew at a solid clip - up 14.6% during 2023, from $13M to $15M. Reported net income was $2M.
How have Service Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Service Holdings, LLC's sponsor-wide assets grew 29.2%, from $13M to $17M.
Which 401(k) plans are similar in size to Service Holdings, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stockman Kast Ryan & Co. 401(k) Plan in CO ($15M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Service Holdings, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants, N/A 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 364252962.

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.