401(k) · DOL Form 5500 · 2023
Banner & Witcoff, Ltd. 401(k) Plan
Data updated 2026-08-11
- $177M
- Total assets
- 214
- Participants
- 94th
- Percentile by assets
- $826,149
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $177M
- total plan assets (2023 EOY)
- 214
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $826,149
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust reports 214 participants - about 27% of that state average ($177M EOY assets).
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.)
| 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.
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust by total assets, not by location.
- 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
Frequently Asked Questions
How did Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
How have Banner & Witcoff, Ltd. plan assets changed over time? ▼
Where does Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust's numbers.
- By total assets, Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Banner & Witcoff, Ltd.'s sponsor-wide assets have grown 44.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans