401(k) · DOL Form 5500 · 2023

Collegis, LLC 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
549
Participants Below avg headcount
83rd
Percentile by assets National rank
$70,686
Avg per participant Below avg balance/head
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Official DOL plan name: Collegis LLC 401(k) Plan · Sponsored by Collegis, LLC · Illinois · Professional & Technical Services

$39M in assets, 549 participants

Collegis, LLC's Collegis LLC 401(k) Plan reported $39M in total assets and 549 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,942 in Professional & Technical Services (20,321 peers)

Where Collegis LLC 401(k) Plan sits by assets

Collegis LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $39M for 549 participants (~$70,686/participant), up 12.6% in 2023.

#16,942
in Professional & Technical Services (20,321 peers)
+12.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Collegis LLC 401(k) Plan's outsized position by total assets

Collegis LLC 401(k) Plan vs every filed plan by assets

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

$38,806,616 Top 17% higher than 83% 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

Collegis LLC 401(k) 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. Collegis LLC 401(k) Plan sits mid-pack in the medium band (549 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Collegis LLC 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Collegis LLC 401(k) Plan reported participants rose from 482 in the plan year 2022 filing to 549 in the plan year 2023 filing.
  • Collegis LLC 401(k) Plan end-of-year assets rose from $34M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 800957651 · Collegis, LLC PY 2023 · 401(k)

Collegis LLC 401(k) Plan · $39M · 549 · 83rd

  • VS-ST $39M
  • BOY 549
  • SCH 83rd
  • EBSA 401(k)
  • PART near Michigan Orthopaedic Surgeons, PLLC 401(k) Plan
  • TYPE ind #16942

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Collegis LLC 401(k) Plan in the asset neighbourhood

United Bank Corporation 401(k) PlanUnited Bank Corporation 401(…$39MSb Holdings 401(k) Plan$39MCollegis LLC 401(k) Plan$39MMichigan Orthopaedic Surgeons, PLLC 401(k) PlanMichigan Orthopaedic Surgeon…$39MImperial Health 401(k) Profit Sharing Plan & TrustImperial Health 401(k) Profi…$39M
End-of-year total assets ($M) among Collegis LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$39M
Net Income$4M
Employer EIN800957651
Plan Effective Date2016-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Collegis, LLC)

Sponsor-wide plan assets over time

All Collegis, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$44M 28.043233538124092% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.5M $44.1M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 482 $34M
2023 1 549 $39M
2024 1 482 $44M

Nearby 401(k) Plans in Illinois

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

Collegis LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Collegis LLC 401(k) Plan, Total assets ($B): 0.038806616 · Participants: 549Collegis LLC 401(k) 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
Collegis LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Collegis LLC 401(k) Plan side-by-side with 3 peers →

Collegis LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Michigan Orthopaedic Surgeons, PLLC 401(k) Plan in MI ($39M); by covered participants it is Brownstein Hyatt Farber Schreck Retirement Plan in CO (549 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (549 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 Collegis LLC 401(k) Plan assets move in 2023? ▼
Collegis LLC 401(k) Plan grew at a solid clip - up 12.6% during 2023, from $34M to $39M. Reported net income was $4M.
How have Collegis, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Collegis, LLC's sponsor-wide assets grew 28.0%, from $34M to $44M.
Where does Collegis LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Collegis LLC 401(k) Plan ranks in the 83rd 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 Collegis LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Michigan Orthopaedic Surgeons, PLLC 401(k) Plan in MI ($39M, 285 participants).
Which 401(k) plans cover a similar participant headcount to Collegis LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brownstein Hyatt Farber Schreck Retirement Plan in CO (549 participants, $230M 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 800957651.

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.