401(k) · DOL Form 5500 · 2023
Banner & Witcoff, Ltd. 401(k) Plan
Data updated 2026-08-25
- $177M
- Total assets Near avg plan size
- 214
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $826,149
- Avg per participant High balance/head
Official DOL plan name: Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust · Sponsored by Banner & Witcoff, Ltd. · Illinois · Professional & Technical Services
$177M in assets, 214 participants
Banner & Witcoff, Ltd.'s Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust reported $177M in total assets and 214 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #19,393 in Professional & Technical Services (20,321 peers)
Coverage in Illinois
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust covers 214 participants in Illinois, about 27% of the average Illinois filer (state average ~779 per filing). Assets: $177M.
- #19,393
- in Professional & Technical Services (20,321 peers)
- +24.6%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$176,795,800 Top 6% higher than 94% 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
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & 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. Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (214 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust reported net income rose from -$35M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $142M in the plan year 2022 filing to $177M in the plan year 2023 filing.
- Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust reported participants rose from 201 in the plan year 2022 filing to 214 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 364008943 · Banner & Witcoff, Ltd. PY 2023 · 401(k)
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust · $177M · 214 · 94th
- EIN $177M
- EIN 214
- EIN 94th
- EIN 401(k)
- EIN near Flexcon Holdings Trust Retirement Plan
- EIN ind #19393
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 →
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $142M |
|---|---|
| Net Assets (End of Year) | $177M |
| Net Income | $34M |
| Employer EIN | 364008943 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Banner & Witcoff, Ltd.)
Sponsor-wide plan assets over time
All Banner & Witcoff, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $205M 44.2107204014007% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 201 | $142M |
| 2023 | 1 | 214 | $177M |
| 2024 | 1 | 249 | $205M |
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
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Flexcon Holdings Trust Retirement Plan in MA ($177M); by covered participants it is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($177M here).
- Flexcon Holdings Trust Retirement Plan (MA) $177M · 988
- Tawa Supermarket, Inc. 401(k) Plan (CA) $177M · 7,722
- Htc Global Services, Inc. Savings Incentive Plan (MI) $177M · 1,749
- First Eagle Investment Management 401(k) Retirement Savings Plan (NY) $177M · 559
Similar participant headcount
Nearest other-state filings by covered participants (214 participants); asset peers above are excluded.
- Schoeneck Containers, Inc. 401(k) Plan (WI) 214 · 0 off
- Noel Group Retirement Savings Plan (NC) 214 · 0 off
- Ireland Home-Based Services, LLC 401(k) Plan (IN) 214 · 0 off
- Cec 401(k) Retirement Plan (OH) 214 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.