401(k) · DOL Form 5500 · 2023

R.W. Troxell & Company 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
103
Participants Small participant base
68th
Percentile by assets National rank
$153,803
Avg per participant Above avg balance/head
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Official DOL plan name: R.W. Troxell & Company 401(k) Profit Sharing Plan · Sponsored by R.W. Troxell & Company · Illinois · Finance & Insurance

$16M in assets, 103 participants

R.W. Troxell & Company's R.W. Troxell & Company 401(k) Profit Sharing Plan reported $16M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,761 in Finance & Insurance (8,869 peers)

Coverage in Illinois

R.W. Troxell & Company 401(k) Profit Sharing Plan covers 103 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $16M.

#4,761
in Finance & Insurance (8,869 peers)
+5.5%
assets growth YoY

R.W. Troxell & Company 401(k) Profit Sharing Plan's outsized position by total assets

R.W. Troxell & Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,841,759 Top 32% higher than 68% 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

R.W. Troxell & Company 401(k) Profit Sharing 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. R.W. Troxell & Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R.W. Troxell & Company 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $822K in the plan year 2023 filing.
  • R.W. Troxell & Company 401(k) Profit Sharing Plan reported participants rose from 96 in the plan year 2022 filing to 103 in the plan year 2023 filing.
  • R.W. Troxell & Company 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 370902741 · R.W. Troxell & Company PY 2023 · 401(k)

R.W. Troxell & Company 401(k) Profit Sharing Plan · $16M · 103 · 68th

  • RANK $16M
  • RANK 103
  • RANK 68th
  • RANK 401(k)
  • RANK near Goldman & Associated Companies Employees Profit Sharing Plan & Trust
  • RANK ind #4761

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 →

R.W. Troxell & Company 401(k) Profit Sharing Plan in the asset neighbourhood

R.W. Troxell & Company 401(k) Profit Sharing PlanR.W. Troxell & Company 401(k…$16MGoldman & Associated Companies Employees Profit Sharing Plan & TrustGoldman & Associated Compani…$16MFarmers Bank & Trust NA 401(k) Profit Sharing Plan and TrustFarmers Bank & Trust NA 401(…$16MValley Bakers Cooperative Association 401(k) PlanValley Bakers Cooperative As…$16MMeadows Bank 401(k) Retirement PlanMeadows Bank 401(k) Retireme…$16M
End-of-year total assets ($M) among R.W. Troxell & Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$822K
Employer EIN370902741
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R.W. Troxell & Company)

Sponsor-wide plan assets over time

All R.W. Troxell & Company plans reported in each filing year

Latest sponsor-wide plan assets
$18M 18.891430581735925% vs 2022
2024 filing year
$14M$15M$16M$17M$18M$19M 202220232024 $15M $17.9M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 96 $15M
2023 1 103 $16M
2024 1 100 $18M

Nearby 401(k) Plans in Illinois

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

R.W. Troxell & Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants R.W. Troxell & Company 401(k) Profit Sharing Plan, Total assets ($B): 0.015841759 · Participants: 103R.W. Troxell & Company 401(k) Profit Sharing 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
R.W. Troxell & Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare R.W. Troxell & Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

R.W. Troxell & Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Goldman & Associated Companies Employees Profit Sharing Plan & Trust in LA ($16M); by covered participants it is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 R.W. Troxell & Company 401(k) Profit Sharing Plan assets move in 2023? ▼
R.W. Troxell & Company 401(k) Profit Sharing Plan grew at a solid clip - up 5.5% during 2023, from $15M to $16M. Reported net income was $822K.
How have R.W. Troxell & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R.W. Troxell & Company's sponsor-wide assets grew 18.9%, from $15M to $18M.
Which 401(k) plans are similar in size to R.W. Troxell & Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goldman & Associated Companies Employees Profit Sharing Plan & Trust in LA ($16M, 199 participants).
Which 401(k) plans cover a similar participant headcount to R.W. Troxell & Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 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 370902741.

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.