401(k) · DOL Form 5500 · 2023

Solomon Cordwell Buenz 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size: 351
Participants Below avg headcount: 85th
Percentile by assets National rank: $131,335
Avg per participant Near avg balance/head

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Official DOL plan name: Solomon Cordwell Buenz Employees' Profit Sharing and Savings Plan and Trust · Sponsored by Solomon Cordwell Buenz · Illinois · Professional & Technical Services

$46M in assets, 351 participants

Solomon Cordwell Buenz's Solomon Cordwell Buenz Employees' Profit Sharing and Savings Plan and Trust reported $46M in total assets and 351 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.

#17,422 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Solomon Cordwell Buenz Employees' Profit Sharing and Savings Plan and Trust covers 351 participants in Illinois, about 45% of the average Illinois filer (state average ~779 per filing). Assets: $46M.

#17,422
in Professional & Technical Services (20,321 peers): +11.8%
assets growth YoY: 0.5×
vs typical plan assets (national mean)

Solomon Cordwell Buenz Employees' Profit Sharing and Savings Plan and Trust's outsized position by total assets

Solomon Cordwell Buenz Employees' Profit Sharing and Savings Plan and Trust vs every filed plan by assets

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

$46,098,471 Top 15% higher than 85% 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

Solomon Cordwell Buenz Employees' Profit Sharing and Savings Plan and 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. Solomon Cordwell Buenz Employees' Profit Sharing and Savings Plan and Trust sits mid-pack in the medium band (351 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Solomon Cordwell Buenz Employees' Profit Sharing and Savings Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Solomon Cordwell Buenz Employees' Profit Sharing and Savings Plan and Trust reported participants rose from 267 in the plan year 2022 filing to 351 in the plan year 2023 filing.
Solomon Cordwell Buenz Employees' Profit Sharing and Savings Plan and Trust end-of-year assets rose from $41M in the plan year 2022 filing to $46M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 362643058 · Solomon Cordwell Buenz PY 2023 · 401(k)

Solomon Cordwell Buenz Employees' Profit Sharing and Savings Plan and Trust · $46M · 351 · 85th

EOY $46M
5500 351
ASSETS 85th
PCT 401(k)
EIN near Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan
RANK ind #17422

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 →

End-of-year total assets ($M) among Solomon Cordwell Buenz Employees' Profit Sharing and Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)	$41M
Net Assets (End of Year)	$46M
Net Income	$5M
Employer EIN	362643058
Plan Effective Date	1979-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Solomon Cordwell Buenz)

Latest sponsor-wide plan assets: $50M 20.187341862444754% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	267	$41M
2023	1	351	$46M
2024	1	245	$50M

Nearby 401(k) Plans in Illinois

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

Solomon Cordwell Buenz Employees' Profit Sharing and Savings Plan and 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

Compare Solomon Cordwell Buenz Employees' Profit Sharing and Savings Plan and Trust side-by-side with 3 peers →

Solomon Cordwell Buenz Employees' Profit Sharing and Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan in PA ($46M); by covered participants it is Procaps Laboratories, Inc. 401(k) Plan in NV (351 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan (PA) $46M · 313
First State Bancshares, Inc. 401(k) Profit Sharing and Trust (MO) $46M · 625
Central States Health & Life Co. of Omaha Progress Sharing & Savings Plan (NE) $46M · 94
Globoforce, Inc. 401(k) Plan (MA) $46M · 481

Similar participant headcount

Nearest other-state filings by covered participants (351 participants); asset peers above are excluded.

Procaps Laboratories, Inc. 401(k) Plan (NV) 351 · 0 off
Mccarthy & Holthus, LLP 401(k) Retirement Plan (CA) 351 · 0 off
Charles River Medical Associates, P.C. 401(k) Retirement Plan (MA) 351 · 0 off
Resintech, Inc. Profit Sharing 401(k) Plan (NJ) 351 · 0 off

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 Solomon Cordwell Buenz Employees' Profit Sharing and Savings Plan and Trust assets move in 2023? ▼

Solomon Cordwell Buenz Employees' Profit Sharing and Savings Plan and Trust grew at a solid clip - up 11.8% during 2023, from $41M to $46M. Reported net income was $5M.

How have Solomon Cordwell Buenz plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Solomon Cordwell Buenz's sponsor-wide assets grew 20.2%, from $41M to $50M.

Where does Solomon Cordwell Buenz Employees' Profit Sharing and Savings Plan and Trust rank by assets among Form 5500 filers? ▼

Solomon Cordwell Buenz Employees' Profit Sharing and Savings Plan and Trust 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 Solomon Cordwell Buenz Employees' Profit Sharing and Savings Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Herbert, Rowland & Grubic, Inc. Profit Sharing and Savings Plan in PA ($46M, 313 participants).

Which 401(k) plans cover a similar participant headcount to Solomon Cordwell Buenz Employees' Profit Sharing and Savings Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Procaps Laboratories, Inc. 401(k) Plan in NV (351 participants, $26M 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 362643058.