401(k) · DOL Form 5500 · 2024
William Harris Investors, Inc. 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 47
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $681,084
- Avg per participant High balance/head
Official DOL plan name: William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust · Sponsored by William Harris Investors, Inc. · Illinois · Finance & Insurance
$32M in assets, 47 participants
William Harris Investors, Inc.'s William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust reported $32M in total assets and 47 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #5,651 in Finance & Insurance (8,549 peers)
Where William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust sits by assets
William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $32M for 47 participants (~$681,084/participant), up 10.7% in 2024.
- #5,651
- in Finance & Insurance (8,549 peers)
- +10.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust's outsized position by total assets
William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,010,968 Top 22% higher than 78% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust is a small filing (47 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust reported participants rose from 39 in the plan year 2023 filing to 47 in the plan year 2024 filing.
- William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $29M in the plan year 2023 filing to $32M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 363488341 · William Harris Investors, Inc. PY 2024 · 401(k)
William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust · $32M · 47 · 78th
- TYPE $32M
- NET 47
- BOOK 78th
- VS-ST 401(k)
- BOY near The Jewish Home Retirement Savings Plan
- SCH ind #5651
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 →
William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $3M |
| Employer EIN | 363488341 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William Harris Investors, Inc.)
Sponsor-wide plan assets over time
All William Harris Investors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 35.29814163626002% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 41 | $24M |
| 2023 | 1 | 39 | $29M |
| 2024 | 1 | 47 | $32M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is The Jewish Home Retirement Savings Plan in CT ($32M); by covered participants it is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (47 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.