401(k) · DOL Form 5500 · 2023
Kaufman, Hall & Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $149M
- Total assets Near avg plan size
- 474
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $313,783
- Avg per participant High balance/head
Official DOL plan name: Kaufman, Hall & Associates, LLC Retirement Plan and Trust · Sponsored by Kaufman, Hall & Associates, LLC · Illinois · Professional & Technical Services
$149M in assets, 474 participants
Kaufman, Hall & Associates, LLC's Kaufman, Hall & Associates, LLC Retirement Plan and Trust reported $149M in total assets and 474 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #19,243 in Professional & Technical Services (20,321 peers)
Where Kaufman, Hall & Associates, LLC Retirement Plan and Trust sits by assets
Kaufman, Hall & Associates, LLC Retirement Plan and Trust sits in the top 10% of all filed plans by assets, $149M for 474 participants (~$313,783/participant), up 39.7% in 2023.
- #19,243
- in Professional & Technical Services (20,321 peers)
- +39.7%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Kaufman, Hall & Associates, LLC Retirement Plan and Trust's outsized position by total assets
Kaufman, Hall & Associates, LLC Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$148,733,240 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Kaufman, Hall & Associates, LLC Retirement Plan and Trust 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. Kaufman, Hall & Associates, LLC Retirement Plan and Trust sits mid-pack in the medium band (474 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kaufman, Hall & Associates, LLC Retirement Plan and Trust reported net income rose from -$12M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Kaufman, Hall & Associates, LLC Retirement Plan and Trust reported participants rose from 228 in the plan year 2022 filing to 474 in the plan year 2023 filing.
- Kaufman, Hall & Associates, LLC Retirement Plan and Trust end-of-year assets rose from $106M in the plan year 2022 filing to $149M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 472564584 · Kaufman, Hall & Associates, LLC PY 2023 · 401(k)
Kaufman, Hall & Associates, LLC Retirement Plan and Trust · $149M · 474 · 93rd
- BOY $149M
- SCH 474
- EBSA 93rd
- PART 401(k)
- TYPE near Rumpke 401(k) Retirement Plan
- NET ind #19243
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 →
Kaufman, Hall & Associates, LLC Retirement Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | $42M |
| Employer EIN | 472564584 |
| Plan Effective Date | 1985-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaufman, Hall & Associates, LLC)
Sponsor-wide plan assets over time
All Kaufman, Hall & Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $165M 55.35773594910719% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 228 | $106M |
| 2023 | 1 | 474 | $149M |
| 2024 | 2 | 1,116 | $165M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Kaufman, Hall & Associates, LLC Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Rumpke 401(k) Retirement Plan in OH ($149M); by covered participants it is Ridgeview Operations 401(k) Plan in NY (474 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($149M here).
- Rumpke 401(k) Retirement Plan (OH) $149M · 3,331
- American Psychological Association 401(k) Plan (DC) $149M · 562
- Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies (PA) $149M · 1,065
- Rei Systems, Inc. 401(k) Plan (VA) $149M · 791
Similar participant headcount
Nearest other-state filings by covered participants (474 participants); asset peers above are excluded.
- Ridgeview Operations 401(k) Plan (NY) 474 · 0 off
- Strive Health, LLC 401(k) Plan (CO) 474 · 0 off
- Truenet Communications Corp 401(k) Profit Sharing Plan and Trust (FL) 474 · 0 off
- H&h Automotive Profit Sharing Plan (NE) 474 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.