401(k) · DOL Form 5500 · 2024

Hennessy & Roach P.C. 401(k) Plan

Data updated 2026-08-11

$27M
Total assets
169
Participants
75th
Percentile by assets
$158,183
Avg per participant
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Official DOL plan name: Hennessy & Roach 401(k) Savings Plan · Sponsored by Hennessy & Roach P.C. · Illinois · Professional & Technical Services

$27M in assets, 169 participants

Hennessy & Roach P.C.'s Hennessy & Roach 401(k) Savings Plan reported $27M in total assets and 169 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • 75th percentile by assets (of 123,622 plans)
  • #15,220 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

Hennessy & Roach 401(k) Savings Plan covers 169 participants in Illinois, about 22% of the average Illinois filer (state average ~779 per filing). Assets: $27M.

$27M
total plan assets (2024 EOY)
169
covered participants
75th
percentile by assets (of 123,622 plans)
$158,183
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hennessy & Roach 401(k) Savings Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Hennessy & Roach 401(k) Savings Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Hennessy & Roach 401(k) Savings Plan reported participants rose from 152 in the plan year 2023 filing to 169 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Hennessy & Roach 401(k) Savings Plan reports 169 participants - about 22% of that state average ($27M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN363883812
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hennessy & Roach P.C.)

$15M$20M$25M$30M 202220232024 $19.6M $26.7M ▲ +36.7%
Total plan assets by year, all Hennessy & Roach P.C. plans on file
Year Plans Participants Total Assets
2022 1 144 $20M
2023 1 152 $24M
2024 1 169 $27M

Nearby 401(k) Plans in Illinois

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

Hennessy & Roach 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Hennessy & Roach 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Hennessy & Roach 401…Accenture United Sta…State Farm 401(k) Sa…United Airlines Pilo…Abbott Laboratories …Walgreens Retirement…
Hennessy & Roach 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Hennessy & Roach 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Hennessy & Roach 401(k) Savings Plan assets move in 2024?
Hennessy & Roach 401(k) Savings Plan grew at a solid clip - up 12.1% during 2024, from $24M to $27M. Reported net income was $3M.
How have Hennessy & Roach P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Hennessy & Roach P.C.'s sponsor-wide assets grew 36.7%, from $20M to $27M.
Where does Hennessy & Roach 401(k) Savings Plan rank by assets among Form 5500 filers?
Hennessy & Roach 401(k) Savings Plan ranks in the 75th 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 Hennessy & Roach 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Definiti 401(k) Plan in PA ($27M, 298 participants).

Filing takeaways

Ways to act on Hennessy & Roach 401(k) Savings Plan's numbers.