401(k) · DOL Form 5500 · 2023

Mesirow Financial Administrative Corporation 401(k) Plan

Data updated 2026-08-25

$201M
Total assets Near avg plan size
493
Participants Below avg headcount
95th
Percentile by assets National rank
$407,793
Avg per participant High balance/head
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Official DOL plan name: Mesirow Financial Savings Plan · Sponsored by Mesirow Financial Administrative Corporation · Illinois · Finance & Insurance

$201M in assets, 493 participants

Mesirow Financial Administrative Corporation's Mesirow Financial Savings Plan reported $201M in total assets and 493 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,120 in Finance & Insurance (8,869 peers)

Where Mesirow Financial Savings Plan sits by assets

Mesirow Financial Savings Plan sits in the top 5% of all filed plans by assets, $201M for 493 participants (~$407,793/participant), up 17.2% in 2023.

#8,120
in Finance & Insurance (8,869 peers)
+17.2%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Mesirow Financial Savings Plan's outsized position by total assets

Mesirow Financial Savings Plan vs every filed plan by assets

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

$201,041,996 Top 5% higher than 95% 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

Mesirow Financial 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. Mesirow Financial Savings Plan sits mid-pack in the medium band (493 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mesirow Financial Savings Plan reported net income rose from -$36M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Mesirow Financial Savings Plan end-of-year assets rose from $172M in the plan year 2022 filing to $201M in the plan year 2023 filing.
  • Mesirow Financial Savings Plan reported participants rose from 479 in the plan year 2022 filing to 493 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 363429602 · Mesirow Financial Administrative Corporation PY 2023 · 401(k)

Mesirow Financial Savings Plan · $201M · 493 · 95th

  • EBSA $201M
  • PART 493
  • TYPE 95th
  • NET 401(k)
  • BOOK near Transcore 401(k) Retirement Plan
  • VS-ST ind #8120

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 Finance & Insurance retirement plans → · Plans in Illinois →

Mesirow Financial Savings Plan in the asset neighbourhood

Sheet Metal Workers Union Local 38 Profit Sharing FundSheet Metal Workers Union Lo…$201MThe Esab Group, Inc. 401(k) Retirement Savings PlanThe Esab Group, Inc. 401(k) …$201MTranscore 401(k) Retirement PlanTranscore 401(k) Retirement …$201MMesirow Financial Savings PlanMesirow Financial Savings Pl…$201MTulalip Tribes of Washington Employees' Retirement PlanTulalip Tribes of Washington…$201M
End-of-year total assets ($M) among Mesirow Financial Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$172M
Net Assets (End of Year)$201M
Net Income$29M
Employer EIN363429602
Plan Effective Date1979-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mesirow Financial Administrative Corporation)

Sponsor-wide plan assets over time

All Mesirow Financial Administrative Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$225M 31.339738404453254% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $172M $225M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 479 $172M
2023 1 493 $201M
2024 1 495 $225M

Nearby 401(k) Plans in Illinois

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

Mesirow Financial Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Mesirow Financial Savings Plan, Total assets ($B): 0.201041996 · Participants: 493Mesirow Financial 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
Mesirow Financial Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Mesirow Financial Savings Plan side-by-side with 3 peers →

Mesirow Financial Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Transcore 401(k) Retirement Plan in TN ($201M); by covered participants it is O9 Solutions 401(k) Plan in TX (493 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (493 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 Mesirow Financial Savings Plan assets move in 2023? ▼
Mesirow Financial Savings Plan grew sharply - up 17.2% during 2023, from $172M to $201M. Reported net income was $29M.
How have Mesirow Financial Administrative Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mesirow Financial Administrative Corporation's sponsor-wide assets grew 31.3%, from $172M to $225M.
Where does Mesirow Financial Savings Plan rank by assets among Form 5500 filers? ▼
Mesirow Financial Savings Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Mesirow Financial Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Transcore 401(k) Retirement Plan in TN ($201M, 1,860 participants).
Which 401(k) plans cover a similar participant headcount to Mesirow Financial Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is O9 Solutions 401(k) Plan in TX (493 participants, $23M 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 363429602.

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.