401(k) · DOL Form 5500 · 2023
Follett School Solutions Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 1,383
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $47,195
- Avg per participant Low balance/head
Official DOL plan name: Follett School Solutions, LLC Retirement Savings Plan · Sponsored by Follett School Solutions Holdings, LLC · Illinois · Professional & Technical Services
$65M in assets, 1,383 participants
Follett School Solutions Holdings, LLC's Follett School Solutions, LLC Retirement Savings Plan reported $65M in total assets and 1,383 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #18,139 in Professional & Technical Services (20,321 peers)
Where Follett School Solutions, LLC Retirement Savings Plan sits by assets
Follett School Solutions, LLC Retirement Savings Plan sits in the top quartile of all filed plans by assets, $65M for 1,383 participants (~$47,195/participant), down 52.2% in 2023.
- #18,139
- in Professional & Technical Services (20,321 peers)
- -52.2%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
Follett School Solutions, LLC Retirement Savings Plan's outsized position by total assets
Follett School Solutions, LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$65,270,409 Top 12% higher than 88% 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
Follett School Solutions, LLC Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Follett School Solutions, LLC Retirement Savings Plan lands in the large band (1,383 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Follett School Solutions, LLC Retirement Savings Plan reported net income rose from -$29M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Follett School Solutions, LLC Retirement Savings Plan end-of-year assets fell from $137M in the plan year 2022 filing to $65M in the plan year 2023 filing.
- Follett School Solutions, LLC Retirement Savings Plan reported participants rose from 1,317 in the plan year 2022 filing to 1,383 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 201607245 · Follett School Solutions Holdings, LLC PY 2023 · 401(k)
Follett School Solutions, LLC Retirement Savings Plan · $65M · 1,383 · 88th
- BOOK $65M
- BOOK 1,383
- BOOK 88th
- BOOK 401(k)
- BOOK near Workman Nydegger, P.C. 401(k) Profit Sharing Plan
- BOOK ind #18139
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 →
Follett School Solutions, LLC Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $137M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | $12M |
| Employer EIN | 201607245 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Follett School Solutions Holdings, LLC)
Sponsor-wide plan assets over time
All Follett School Solutions Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $65M 52.19030956166721% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,317 | $137M |
| 2023 | 1 | 1,383 | $65M |
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
Follett School Solutions, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Workman Nydegger, P.C. 401(k) Profit Sharing Plan in UT ($65M); by covered participants it is L & F Distributors 401(k) Plan in TX (1,383 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,383 participants); asset peers above are excluded.
- L & F Distributors 401(k) Plan (TX) 1,383 · 0 off
- Community Care Retirement Savings Plan (NY) 1,383 · 0 off
- Bridgewater Associates, LP 401(k) Plan (CT) 1,383 · 0 off
- Orion Advisor Solutions, Inc. 401(k) Plan (NE) 1,383 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.