401(k) · DOL Form 5500 · 2024

Bell & Anderson, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
18
Participants Small participant base
68th
Percentile by assets National rank
$996,352
Avg per participant High balance/head
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Official DOL plan name: Bell & Anderson 401(k) Profit Sharing Plan & Trust · Sponsored by Bell & Anderson, LLC · Illinois · Professional & Technical Services

$18M in assets, 18 participants

Bell & Anderson, LLC's Bell & Anderson 401(k) Profit Sharing Plan & Trust reported $18M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,587 in Professional & Technical Services (20,173 peers)

Bell & Anderson, LLC multi-year trail

Bell & Anderson, LLC's plans moved +53.0% in assets from 2022 to 2024; this filing shows Bell & Anderson 401(k) Profit Sharing Plan & Trust at $18M / 18 participants.

#13,587
in Professional & Technical Services (20,173 peers)
+21.1%
assets growth YoY

Bell & Anderson 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Bell & Anderson 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$17,934,328 Top 32% higher than 68% of 123,620 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 2024

Bell & Anderson 401(k) Profit Sharing Plan & 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. Bell & Anderson 401(k) Profit Sharing Plan & Trust is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bell & Anderson 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Bell & Anderson 401(k) Profit Sharing Plan & Trust reported participants fell from 19 in the plan year 2023 filing to 18 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 367244829 · Bell & Anderson, LLC PY 2024 · 401(k)

Bell & Anderson 401(k) Profit Sharing Plan & Trust · $18M · 18 · 68th

  • NET $18M
  • NET 18
  • NET 68th
  • NET 401(k)
  • NET near Power System Engineering, Inc. 401(k) Plan
  • NET ind #13587

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 →

Bell & Anderson 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Redwood Materials 401(k) Plan$18MBell & Anderson 401(k) Profit Sharing Plan & TrustBell & Anderson 401(k) Profi…$18MPower System Engineering, Inc. 401(k) PlanPower System Engineering, In…$18MMichiana Hematology Oncology 401(k) PlanMichiana Hematology Oncology…$18MIntrepid USA, Inc. 401(k) PlanIntrepid USA, Inc. 401(k) Pl…$18M
End-of-year total assets ($M) among Bell & Anderson 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bell & Anderson, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bell & Anderson, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 52.97340346632723% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $11.7M $17.9M ▲ +53.0%
Year Plans Participants Total Assets
2022 1 19 $12M
2023 1 19 $15M
2024 1 18 $18M

Bell & Anderson, LLC filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN367244829
Plan Effective Date1998-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Bell & Anderson 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Bell & Anderson 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.017934328 · Participants: 18Bell & Anderson 401(k) Profit Sharing Plan & TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Bell & Anderson 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Bell & Anderson 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Bell & Anderson 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Power System Engineering, Inc. 401(k) Plan in WI ($18M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (18 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.

Frequently Asked Questions

How did Bell & Anderson 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Bell & Anderson 401(k) Profit Sharing Plan & Trust grew sharply - up 21.1% during 2024, from $15M to $18M. Reported net income was $3M.
How have Bell & Anderson, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bell & Anderson, LLC's sponsor-wide assets grew 53.0%, from $12M to $18M.
Which 401(k) plans are similar in size to Bell & Anderson 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Power System Engineering, Inc. 401(k) Plan in WI ($18M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Bell & Anderson 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 367244829.

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.