401(k) · DOL Form 5500 · 2023

Samuel, Son & Co. (USA) Inc. 401(k) Plan

Data updated 2026-08-25

$193M
Total assets Near avg plan size
3,178
Participants Above avg headcount
95th
Percentile by assets National rank
$60,697
Avg per participant Low balance/head
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Official DOL plan name: Samuel, Son & Co. (USA) Inc. 401(k) Plan · Sponsored by Samuel, Son & Co. (USA) Inc. · Illinois · Manufacturing

$193M in assets, 3,178 participants

Samuel, Son & Co. (USA) Inc.'s Samuel, Son & Co. (USA) Inc. 401(k) Plan reported $193M in total assets and 3,178 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.

  • #17,151 in Manufacturing (18,722 peers)

Coverage in Illinois

Samuel, Son & Co. (USA) Inc. 401(k) Plan covers 3,178 participants in Illinois, 4.1x the typical Illinois plan (state average ~779 per filing). Assets: $193M.

#17,151
in Manufacturing (18,722 peers)
+8.3%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Samuel, Son & Co. (USA) Inc. 401(k) Plan's outsized position by total assets

Samuel, Son & Co. (USA) Inc. 401(k) Plan vs every filed plan by assets

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

$192,893,720 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

Samuel, Son & Co. (USA) Inc. 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. Samuel, Son & Co. (USA) Inc. 401(k) Plan lands in the large band (3,178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Samuel, Son & Co. (USA) Inc. 401(k) Plan reported net income rose from -$44M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Samuel, Son & Co. (USA) Inc. 401(k) Plan end-of-year assets rose from $178M in the plan year 2022 filing to $193M in the plan year 2023 filing.
  • Samuel, Son & Co. (USA) Inc. 401(k) Plan reported participants rose from 3,141 in the plan year 2022 filing to 3,178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 061251791 · Samuel, Son & Co. (USA) Inc. PY 2023 · 401(k)

Samuel, Son & Co. (USA) Inc. 401(k) Plan · $193M · 3,178 · 95th

  • SCH $193M
  • SCH 3,178
  • SCH 95th
  • SCH 401(k)
  • SCH near Pga Companies 401(k) Plan
  • SCH ind #17151

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 Manufacturing retirement plans → · Plans in Illinois →

Samuel, Son & Co. (USA) Inc. 401(k) Plan in the asset neighbourhood

Ankura Consulting Group, LLC Savings PlanAnkura Consulting Group, LLC…$193MSamuel, Son & Co. (USA) Inc. 401(k) PlanSamuel, Son & Co. (USA) Inc.…$193MPga Companies 401(k) Plan$193MIrell & Manella Profit Sharing PlanIrell & Manella Profit Shari…$193MAgc Retirement Savings Plan$193M
End-of-year total assets ($M) among Samuel, Son & Co. (USA) Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$178M
Net Assets (End of Year)$193M
Net Income$14M
Employer EIN061251791
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Samuel, Son & Co. (USA) Inc.)

Sponsor-wide plan assets over time

All Samuel, Son & Co. (USA) Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$204M 13.542378747493375% vs 2022
2024 filing year
$170M$180M$190M$200M$210M 202220232024 $180M $204M ▲ +13.5%
Year Plans Participants Total Assets
2022 2 3,329 $180M
2023 2 3,367 $195M
2024 2 3,227 $204M

Nearby 401(k) Plans in Illinois

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

Samuel, Son & Co. (USA) Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Samuel, Son & Co. (USA) Inc. 401(k) Plan, Total assets ($B): 0.19289372 · Participants: 3178Samuel, Son & Co. (USA) Inc. 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
Samuel, Son & Co. (USA) Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Samuel, Son & Co. (USA) Inc. 401(k) Plan side-by-side with 3 peers →

Samuel, Son & Co. (USA) Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Pga Companies 401(k) Plan in WA ($193M); by covered participants it is Owens-Illinois, Inc. Long-Term Savings Plan in OH (3,181 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($193M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,178 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 Samuel, Son & Co. (USA) Inc. 401(k) Plan assets move in 2023? ▼
Samuel, Son & Co. (USA) Inc. 401(k) Plan grew at a solid clip - up 8.3% during 2023, from $178M to $193M. Reported net income was $14M.
How have Samuel, Son & Co. (USA) Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samuel, Son & Co. (USA) Inc.'s sponsor-wide assets grew 13.5%, from $180M to $204M.
Where does Samuel, Son & Co. (USA) Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Samuel, Son & Co. (USA) Inc. 401(k) 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 Samuel, Son & Co. (USA) Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pga Companies 401(k) Plan in WA ($193M, 243 participants).
Which 401(k) plans cover a similar participant headcount to Samuel, Son & Co. (USA) Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Owens-Illinois, Inc. Long-Term Savings Plan in OH (3,181 participants, $314M 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 061251791.

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.