401(k) · DOL Form 5500 · 2024
Partners Enterprise Capital Holdings LLC 401(k) Plan
Data updated 2026-08-25
- $78M
- Total assets Below avg plan size
- 482
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $161,703
- Avg per participant Above avg balance/head
Official DOL plan name: Partners Enterprise Capital Holdings LLC 401(k) Savings Plan · Sponsored by Partners Enterprise Capital Holdings LLC · Illinois · Management of Enterprises
$78M in assets, 482 participants
Partners Enterprise Capital Holdings LLC's Partners Enterprise Capital Holdings LLC 401(k) Savings Plan reported $78M in total assets and 482 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #836 in Management of Enterprises (1,133 peers)
Where Partners Enterprise Capital Holdings LLC 401(k) Savings Plan sits by assets
Partners Enterprise Capital Holdings LLC 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $78M for 482 participants (~$161,703/participant), up 20.6% in 2024.
- #836
- in Management of Enterprises (1,133 peers)
- +20.6%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Partners Enterprise Capital Holdings LLC 401(k) Savings Plan's outsized position by total assets
Partners Enterprise Capital Holdings LLC 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$77,940,665 Top 11% higher than 89% 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
Partners Enterprise Capital Holdings LLC 401(k) Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Partners Enterprise Capital Holdings LLC 401(k) Savings Plan sits mid-pack in the medium band (482 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Partners Enterprise Capital Holdings LLC 401(k) Savings Plan end-of-year assets rose from $65M in the plan year 2023 filing to $78M in the plan year 2024 filing.
- Partners Enterprise Capital Holdings LLC 401(k) Savings Plan reported net income fell from $14M in the plan year 2023 filing to $13M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 421484166 · Partners Enterprise Capital Holdings LLC PY 2024 · 401(k)
Partners Enterprise Capital Holdings LLC 401(k) Savings Plan · $78M · 482 · 89th
- PHOTO $78M
- IND 482
- EOY 89th
- 5500 401(k)
- ASSETS near Cartamundi North America 401(k) Plan
- PCT ind #836
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 Management of Enterprises retirement plans → · Plans in Illinois →
Partners Enterprise Capital Holdings LLC 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | $13M |
| Employer EIN | 421484166 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Partners Enterprise Capital Holdings LLC)
Sponsor-wide plan assets over time
All Partners Enterprise Capital Holdings LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $78M 53.60439672969294% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 418 | $51M |
| 2023 | 1 | 485 | $65M |
| 2024 | 1 | 482 | $78M |
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
Partners Enterprise Capital Holdings LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Cartamundi North America 401(k) Plan in MA ($78M); by covered participants it is Hanna Steel Corporation Profit Sharing Plan in AL (482 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($78M here).
- Cartamundi North America 401(k) Plan (MA) $78M · 879
- Ora Orthopedics, P.C. 401(k) Savings Plan (IA) $78M · 397
- Jaros, Baum & Bolles Employees 401(k) Savings Plan (NY) $78M · 375
- Restaurant Growth Services, LLC 401(k) Plan (TN) $78M · 5,938
Similar participant headcount
Nearest other-state filings by covered participants (482 participants); asset peers above are excluded.
- Hanna Steel Corporation Profit Sharing Plan (AL) 482 · 0 off
- Qubicaamf Worldwide, LLC 401(k) Plan (VA) 482 · 0 off
- Inovex Information Systems 401(k) Plan (MD) 482 · 0 off
- Cfc Retirement Plan (VT) 482 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.