401(k) · DOL Form 5500 · 2023

The Habitat Company, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
387
Participants Below avg headcount
75th
Percentile by assets National rank
$59,712
Avg per participant Low balance/head
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Official DOL plan name: The Habitat Company Employees' Retirement & Savings Plan · Sponsored by The Habitat Company, LLC · Illinois · Real Estate

$23M in assets, 387 participants

The Habitat Company, LLC's The Habitat Company Employees' Retirement & Savings Plan reported $23M in total assets and 387 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,193 in Real Estate (4,727 peers)

Coverage in Illinois

The Habitat Company Employees' Retirement & Savings Plan covers 387 participants in Illinois, about 50% of the average Illinois filer (state average ~779 per filing). Assets: $23M.

#4,193
in Real Estate (4,727 peers)
+20.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Habitat Company Employees' Retirement & Savings Plan's outsized position by total assets

The Habitat Company Employees' Retirement & Savings Plan vs every filed plan by assets

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

$23,108,390 Top 25% higher than 75% 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

The Habitat Company Employees' Retirement & Savings 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. The Habitat Company Employees' Retirement & Savings Plan sits mid-pack in the medium band (387 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Habitat Company Employees' Retirement & Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Habitat Company Employees' Retirement & Savings Plan reported participants rose from 312 in the plan year 2022 filing to 387 in the plan year 2023 filing.
  • The Habitat Company Employees' Retirement & Savings Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 300023745 · The Habitat Company, LLC PY 2023 · 401(k)

The Habitat Company Employees' Retirement & Savings Plan · $23M · 387 · 75th

  • ASSETS $23M
  • PCT 387
  • EIN 75th
  • RANK 401(k)
  • PHOTO near Microvision, Inc. 401(k) Retirement Plan
  • IND ind #4193

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 Real Estate retirement plans → · Plans in Illinois →

The Habitat Company Employees' Retirement & Savings Plan in the asset neighbourhood

The Habitat Company Employees' Retirement & Savings PlanThe Habitat Company Employee…$23MMicrovision, Inc. 401(k) Retirement PlanMicrovision, Inc. 401(k) Ret…$23MRaulli & Sons, Inc. the Employees' Profit Sharing & Retirement PlanRaulli & Sons, Inc. the Empl…$23MChildren's Hospital and Health System Shared Retirement Savings Plan - 401(k)Children's Hospital and Heal…$23MHope Haven, Inc. 403(b) Retirement PlanHope Haven, Inc. 403(b) Reti…$23M
End-of-year total assets ($M) among The Habitat Company Employees' Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN300023745
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Habitat Company, LLC)

Sponsor-wide plan assets over time

All The Habitat Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 29.76908563336849% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.2M $24.9M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 312 $19M
2023 1 387 $23M
2024 1 259 $25M

Nearby 401(k) Plans in Illinois

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

The Habitat Company Employees' Retirement & Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants The Habitat Company Employees' Retirement & Savings Plan, Total assets ($B): 0.02310839 · Participants: 387The Habitat Company Employees' Retirement & Savings 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
The Habitat Company Employees' Retirement & Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Habitat Company Employees' Retirement & Savings Plan side-by-side with 3 peers →

The Habitat Company Employees' Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Microvision, Inc. 401(k) Retirement Plan in WA ($23M); by covered participants it is Lb&b Associates Inc. 401(k) Plan in MD (387 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (387 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 The Habitat Company Employees' Retirement & Savings Plan assets move in 2023? ▼
The Habitat Company Employees' Retirement & Savings Plan grew sharply - up 20.4% during 2023, from $19M to $23M. Reported net income was $4M.
How have The Habitat Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Habitat Company, LLC's sponsor-wide assets grew 29.8%, from $19M to $25M.
Where does The Habitat Company Employees' Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
The Habitat Company Employees' Retirement & Savings Plan ranks in the 75th 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 The Habitat Company Employees' Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Microvision, Inc. 401(k) Retirement Plan in WA ($23M, 113 participants).
Which 401(k) plans cover a similar participant headcount to The Habitat Company Employees' Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lb&b Associates Inc. 401(k) Plan in MD (387 participants, $22M 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 300023745.

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.