401(k) · DOL Form 5500 · 2023

Horwood Marcus & Berk Chartered 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
94
Participants Small participant base
86th
Percentile by assets National rank
$542,804
Avg per participant High balance/head
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Official DOL plan name: Hmb Legal Counsel 401(k) Profit Sharing Plan · Sponsored by Horwood Marcus & Berk Chartered · Illinois · Professional & Technical Services

$51M in assets, 94 participants

Horwood Marcus & Berk Chartered's Hmb Legal Counsel 401(k) Profit Sharing Plan reported $51M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,640 in Professional & Technical Services (20,321 peers)

Where Hmb Legal Counsel 401(k) Profit Sharing Plan sits by assets

Hmb Legal Counsel 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $51M for 94 participants (~$542,804/participant), up 7.3% in 2023.

#17,640
in Professional & Technical Services (20,321 peers)
+7.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Hmb Legal Counsel 401(k) Profit Sharing Plan's outsized position by total assets

Hmb Legal Counsel 401(k) Profit Sharing Plan vs every filed plan by assets

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

$51,023,607 Top 14% higher than 86% 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

Hmb Legal Counsel 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hmb Legal Counsel 401(k) Profit Sharing Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hmb Legal Counsel 401(k) Profit Sharing Plan reported net income rose from -$10M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Hmb Legal Counsel 401(k) Profit Sharing Plan end-of-year assets rose from $48M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Hmb Legal Counsel 401(k) Profit Sharing Plan reported participants rose from 92 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363302504 · Horwood Marcus & Berk Chartered PY 2023 · 401(k)

Hmb Legal Counsel 401(k) Profit Sharing Plan · $51M · 94 · 86th

  • NET $51M
  • BOOK 94
  • VS-ST 86th
  • BOY 401(k)
  • SCH near The Restated Thrift/Profit Sharing Plan for Cooperatives
  • EBSA ind #17640

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 →

Hmb Legal Counsel 401(k) Profit Sharing Plan in the asset neighbourhood

Dlb Associates 401(k) Savings and Investment PlanDlb Associates 401(k) Saving…$51MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$51MIbotta, Inc. 401(k) Plan$51MFbc Mortgage LLC 401(k) Profit Sharing PlanFbc Mortgage LLC 401(k) Prof…$51MHmb Legal Counsel 401(k) Profit Sharing PlanHmb Legal Counsel 401(k) Pro…$51M
End-of-year total assets ($M) among Hmb Legal Counsel 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$51M
Net Income$3M
Employer EIN363302504
Plan Effective Date1987-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Horwood Marcus & Berk Chartered)

Sponsor-wide plan assets over time

All Horwood Marcus & Berk Chartered plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M 202220232024 $47.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 92 $48M
2023 1 94 $51M
2024 1 104 N/A

Nearby 401(k) Plans in Illinois

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

Hmb Legal Counsel 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 ($B) Participants Hmb Legal Counsel 401(k) Profit Sharing Plan, Total assets ($B): 0.051023607 · Participants: 94Hmb Legal Counsel 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
Hmb Legal Counsel 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Hmb Legal Counsel 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hmb Legal Counsel 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 The Restated Thrift/Profit Sharing Plan for Cooperatives in IA ($51M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Hmb Legal Counsel 401(k) Profit Sharing Plan assets move in 2023? ▼
Hmb Legal Counsel 401(k) Profit Sharing Plan grew at a solid clip - up 7.3% during 2023, from $48M to $51M. Reported net income was $3M.
Where does Hmb Legal Counsel 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hmb Legal Counsel 401(k) Profit Sharing Plan ranks in the 86th 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 Hmb Legal Counsel 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Restated Thrift/Profit Sharing Plan for Cooperatives in IA ($51M, 606 participants).
Which 401(k) plans cover a similar participant headcount to Hmb Legal Counsel 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M 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 363302504.

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.