401(k) · DOL Form 5500 · 2023

Planet Equity Group, LLC 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
2,847
Participants Above avg headcount
85th
Percentile by assets National rank
$17,187
Avg per participant Low balance/head
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Official DOL plan name: Planet Equity Group, LLC 401(k) Plan · Sponsored by Planet Equity Group, LLC · Illinois · Other Services

$49M in assets, 2,847 participants

Planet Equity Group, LLC's Planet Equity Group, LLC 401(k) Plan reported $49M in total assets and 2,847 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,334 in Other Services (7,857 peers)

Coverage in Illinois

Planet Equity Group, LLC 401(k) Plan covers 2,847 participants in Illinois, 3.7x the typical Illinois plan (state average ~779 per filing). Assets: $49M.

#7,334
in Other Services (7,857 peers)
+4.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Planet Equity Group, LLC 401(k) Plan's outsized position by total assets

Planet Equity Group, LLC 401(k) Plan vs every filed plan by assets

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

$48,931,553 Top 15% higher than 85% 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

Planet Equity Group, LLC 401(k) 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. Planet Equity Group, LLC 401(k) Plan lands in the large band (2,847 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Planet Equity Group, LLC 401(k) Plan reported net income rose from $10M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Planet Equity Group, LLC 401(k) Plan reported participants fell from 3,287 in the plan year 2022 filing to 2,847 in the plan year 2023 filing.
  • Planet Equity Group, LLC 401(k) Plan end-of-year assets rose from $47M in the plan year 2022 filing to $49M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 461996256 · Planet Equity Group, LLC PY 2023 · 401(k)

Planet Equity Group, LLC 401(k) Plan · $49M · 2,847 · 85th

  • RANK $49M
  • RANK 2,847
  • RANK 85th
  • RANK 401(k)
  • RANK near Mead Lumber 401(k) Plan
  • RANK ind #7334

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 Other Services retirement plans → · Plans in Illinois →

Planet Equity Group, LLC 401(k) Plan in the asset neighbourhood

Parsec, Inc. Profit Sharing/401(k) PlanParsec, Inc. Profit Sharing/…$49MPlanet Equity Group, LLC 401(k) PlanPlanet Equity Group, LLC 401…$49MMead Lumber 401(k) Plan$49MBuckeye Corrugated, Inc. 401(k) Plan and TrustBuckeye Corrugated, Inc. 401…$49MAdvanced Integration Technology 401(k) PlanAdvanced Integration Technol…$49M
End-of-year total assets ($M) among Planet Equity Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$49M
Net Income$18M
Employer EIN461996256
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planet Equity Group, LLC)

Sponsor-wide plan assets over time

All Planet Equity Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$53M 13.851056050448213% vs 2022
2024 filing year
$46M$48M$50M$52M$54M 202220232024 $46.9M $53.4M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 3,287 $47M
2023 1 2,847 $49M
2024 1 2,115 $53M

Nearby 401(k) Plans in Illinois

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

Planet Equity Group, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Planet Equity Group, LLC 401(k) Plan, Total assets ($B): 0.048931553 · Participants: 2847Planet Equity Group, LLC 401(k) 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
Planet Equity Group, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Planet Equity Group, LLC 401(k) Plan side-by-side with 3 peers →

Planet Equity Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mead Lumber 401(k) Plan in NE ($49M); by covered participants it is Aristocrat Technologies, Inc. 401(k) Savings Plan in NV (2,847 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,847 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 Planet Equity Group, LLC 401(k) Plan assets move in 2023? ▼
Planet Equity Group, LLC 401(k) Plan edged up modestly - up 4.4% during 2023, from $47M to $49M. Reported net income was $18M.
How have Planet Equity Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planet Equity Group, LLC's sponsor-wide assets grew 13.9%, from $47M to $53M.
Where does Planet Equity Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Planet Equity Group, LLC 401(k) Plan ranks in the 85th 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 Planet Equity Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mead Lumber 401(k) Plan in NE ($49M, 1,050 participants).
Which 401(k) plans cover a similar participant headcount to Planet Equity Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aristocrat Technologies, Inc. 401(k) Savings Plan in NV (2,847 participants, $301M 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 461996256.

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.