401(k) · DOL Form 5500 · 2024

Follett Software, LLC 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size: 389
Participants Below avg headcount: 88th
Percentile by assets National rank: $194,028
Avg per participant Above avg balance/head

Official DOL plan name: Follett Software, LLC Retirement Savings Plan · Sponsored by Follett Software, LLC · Illinois · Professional & Technical Services

$75M in assets, 389 participants

Follett Software, LLC's Follett Software, LLC Retirement Savings Plan reported $75M in total assets and 389 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

#18,014 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

Follett Software, LLC Retirement Savings Plan covers 389 participants in Illinois, about 50% of the average Illinois filer (state average ~779 per filing). Assets: $75M.

#18,014
in Professional & Technical Services (20,173 peers): +15.6%
assets growth YoY: 0.8×
vs typical plan assets (national mean)

Follett Software, LLC Retirement Savings Plan's outsized position by total assets

Follett Software, LLC Retirement Savings Plan vs every filed plan by assets

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

$75,476,897 Top 12% higher than 88% 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

Follett Software, LLC Retirement 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. Follett Software, LLC Retirement Savings Plan sits mid-pack in the medium band (389 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Plan-year Form 5500 strip

Filing strip 411426933 · Follett Software, LLC PY 2024 · 401(k)

Follett Software, LLC Retirement Savings Plan · $75M · 389 · 88th

VS-ST $75M
BOY 389
SCH 88th
EBSA 401(k)
PART near Mitratech 401(k) Savings Plan
TYPE ind #18014

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 →

End-of-year total assets ($M) among Follett Software, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)	$65M
Net Assets (End of Year)	$75M
Net Income	$10M
Employer EIN	411426933
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Follett Software, LLC Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

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

Compare Follett Software, LLC Retirement Savings Plan side-by-side with 3 peers →

Follett Software, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mitratech 401(k) Savings Plan in TX ($75M); by covered participants it is Ems Linq Inc 401(k) Profit Sharing Plan in NC (389 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($75M here).

Mitratech 401(k) Savings Plan (TX) $75M · 698
Gateway First Bank 401(k) Retirement Plan (OK) $75M · 806
Dcd Automotive Holdings, Inc. 401(k) Plan (MA) $75M · 1,517
Quantum Imaging & Therapeutic Associates, Inc. Profit Sharing & 401(k) Plan (PA) $75M · 122

Similar participant headcount

Nearest other-state filings by covered participants (389 participants); asset peers above are excluded.

Ems Linq Inc 401(k) Profit Sharing Plan (NC) 389 · 0 off
Benefit Providers, LLC Multiple Employer Retirement Plan Master Plan (VA) 389 · 0 off
Face Amusement Group, Inc. 401(k) Profit Sharing Plan (TN) 389 · 0 off
Investment Property Group Ut 401(k) Plan (UT) 389 · 0 off

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 Follett Software, LLC Retirement Savings Plan assets move in 2024? ▼

Follett Software, LLC Retirement Savings Plan grew sharply - up 15.6% during 2024, from $65M to $75M. Reported net income was $10M.

Where does Follett Software, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Follett Software, LLC Retirement Savings Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Follett Software, LLC Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mitratech 401(k) Savings Plan in TX ($75M, 698 participants).

Which 401(k) plans cover a similar participant headcount to Follett Software, LLC Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Ems Linq Inc 401(k) Profit Sharing Plan in NC (389 participants, $19M 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 411426933.