401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$27M
Total assets Below avg plan size
169
Participants Small participant base
75th
Percentile by assets National rank
$158,183
Avg per participant Above avg balance/head
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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.

  • #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.

#15,220
in Professional & Technical Services (20,173 peers)
+12.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Hennessy & Roach 401(k) Savings Plan's outsized position by total assets

Hennessy & Roach 401(k) Savings Plan vs every filed plan by assets

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

$26,733,009 Top 25% higher than 75% 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

Hennessy & Roach 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. Hennessy & Roach 401(k) Savings Plan sits mid-pack in the medium band (169 participants).

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 →

DOL schedule card

Filing strip 363883812 · Hennessy & Roach P.C. PY 2024 · 401(k)

Hennessy & Roach 401(k) Savings Plan · $27M · 169 · 75th

  • VS-ST $27M
  • BOY 169
  • SCH 75th
  • EBSA 401(k)
  • PART near Definiti 401(k) Plan
  • TYPE ind #15220

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 →

Hennessy & Roach 401(k) Savings Plan in the asset neighbourhood

Credit Union of Texas 401(k) PlanCredit Union of Texas 401(k)…$27MHennessy & Roach 401(k) Savings PlanHennessy & Roach 401(k) Savi…$27MDefiniti 401(k) Plan$27MGuardian Fueling Technologies, LLC 401(k) PlanGuardian Fueling Technologie…$27ME.R. Jahna Industries, Inc. 401(k) PlanE.R. Jahna Industries, Inc. …$27M
End-of-year total assets ($M) among Hennessy & Roach 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Hennessy & Roach P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 36.71257332834889% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.6M $26.7M ▲ +36.7%
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 Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Hennessy & Roach 401(k) Savings Plan, Total assets ($B): 0.026733009 · Participants: 169Hennessy & Roach 401(k) Savings PlanAccenture 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
Hennessy & Roach 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Hennessy & Roach 401(k) Savings Plan side-by-side with 3 peers →

Hennessy & Roach 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Definiti 401(k) Plan in PA ($27M); by covered participants it is Rxp Agency, LLC 401(k) Plan in OH (169 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (169 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 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).
Which 401(k) plans cover a similar participant headcount to Hennessy & Roach 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rxp Agency, LLC 401(k) Plan in OH (169 participants, $2M 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 363883812.

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.