401(k) · DOL Form 5500 · 2023

Latacora, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
39
Participants Small participant base
46th
Percentile by assets National rank
$143,517
Avg per participant Near avg balance/head
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Official DOL plan name: The Latacora 401(k) Plan · Sponsored by Latacora, LLC · Illinois · Professional & Technical Services

$6M in assets, 39 participants

Latacora, LLC's The Latacora 401(k) Plan reported $6M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #9,059 in Professional & Technical Services (20,321 peers)

Latacora, LLC multi-year trail

Latacora, LLC's plans moved +145.4% in assets from 2022 to 2024; this filing shows The Latacora 401(k) Plan at $6M / 39 participants.

#9,059
in Professional & Technical Services (20,321 peers)
+76.0%
assets growth YoY

The Latacora 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Latacora 401(k) Plan vs every filed plan by assets

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

$5,597,166 46th percentile higher than 46% 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

The Latacora 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Latacora 401(k) Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Latacora 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Latacora 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Latacora 401(k) Plan reported participants rose from 35 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 813946738 · Latacora, LLC PY 2023 · 401(k)

The Latacora 401(k) Plan · $6M · 39 · 46th

  • RANK $6M
  • PHOTO 39
  • IND 46th
  • EOY 401(k)
  • 5500 near Nicolas Alexander Company 401(k) Profit Sharing Plan
  • ASSETS ind #9059

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 →

The Latacora 401(k) Plan in the asset neighbourhood

The Latacora 401(k) Plan$6MNicolas Alexander Company 401(k) Profit Sharing PlanNicolas Alexander Company 40…$6MUnited Electric Savings Plan$6MPoint Mortgage Corporation 401(k) PlanPoint Mortgage Corporation 4…$6MThe Action Network, Inc. 401(k) PlanThe Action Network, Inc. 401…$6M
End-of-year total assets ($M) among The Latacora 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Latacora, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Latacora, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 145.425964739243% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.18M $7.8M ▲ +145.3%
Year Plans Participants Total Assets
2022 1 35 $3M
2023 1 39 $6M
2024 1 49 $8M

Latacora, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN813946738
Plan Effective Date2020-07-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

The Latacora 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants The Latacora 401(k) Plan, Total assets ($B): 0.005597166 · Participants: 39The Latacora 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
The Latacora 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

The Latacora 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Nicolas Alexander Company 401(k) Profit Sharing Plan in CA ($6M); by covered participants it is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 The Latacora 401(k) Plan assets move in 2023?
The Latacora 401(k) Plan surged - up 76.0% during 2023, from $3M to $6M. Reported net income was $2M.
How have Latacora, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Latacora, LLC's sponsor-wide assets grew 145.4%, from $3M to $8M.
Which 401(k) plans are similar in size to The Latacora 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Nicolas Alexander Company 401(k) Profit Sharing Plan in CA ($6M, 14 participants).
Which 401(k) plans cover a similar participant headcount to The Latacora 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants, N/A in assets).