401(k) · DOL Form 5500 · 2024

The Mather Group, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
163
Participants Small participant base
66th
Percentile by assets National rank
$97,263
Avg per participant Below avg balance/head
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Official DOL plan name: The Mather Group 401(k) Plan · Sponsored by The Mather Group, LLC · Illinois · Finance & Insurance

$16M in assets, 163 participants

The Mather Group, LLC's The Mather Group 401(k) Plan reported $16M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,248 in Finance & Insurance (8,549 peers)

Coverage in Illinois

The Mather Group 401(k) Plan covers 163 participants in Illinois, about 21% of the average Illinois filer (state average ~779 per filing). Assets: $16M.

#4,248
in Finance & Insurance (8,549 peers)
+41.0%
assets growth YoY

The Mather Group 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

The Mather Group 401(k) Plan vs every filed plan by assets

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

$15,853,938 Top 34% higher than 66% 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

The Mather Group 401(k) 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. The Mather Group 401(k) Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Mather Group 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • The Mather Group 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Mather Group 401(k) Plan reported participants rose from 147 in the plan year 2023 filing to 163 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 472381165 · The Mather Group, LLC PY 2024 · 401(k)

The Mather Group 401(k) Plan · $16M · 163 · 66th

  • IND $16M
  • EOY 163
  • 5500 66th
  • ASSETS 401(k)
  • PCT near Primary Color Systems Corporation 401(k) Profit Sharing Plan and Trust
  • EIN ind #4248

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 Finance & Insurance retirement plans → · Plans in Illinois →

The Mather Group 401(k) Plan in the asset neighbourhood

Ccb Packaging, Inc. 401(k) Profit Sharing PlanCcb Packaging, Inc. 401(k) P…$16MThe Day Publishing Company 401(k) Savings and Investment PlanThe Day Publishing Company 4…$16MThe Mather Group 401(k) Plan$16MPrimary Color Systems Corporation 401(k) Profit Sharing Plan and TrustPrimary Color Systems Corpor…$16MSilver Spur Ranches 401(k) PlanSilver Spur Ranches 401(k) P…$16M
End-of-year total assets ($M) among The Mather Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$16M
Net Income$5M
Employer EIN472381165
Plan Effective Date2011-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Mather Group, LLC)

Sponsor-wide plan assets over time

All The Mather Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 105.6888885659806% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.71M $15.9M ▲ +105.6%
Year Plans Participants Total Assets
2022 1 122 $8M
2023 1 147 $11M
2024 1 163 $16M

Nearby 401(k) Plans in Illinois

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

The Mather Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants The Mather Group 401(k) Plan, Total assets ($B): 0.015853938 · Participants: 163The Mather Group 401(k) 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
The Mather Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Mather Group 401(k) Plan side-by-side with 3 peers →

The Mather Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Primary Color Systems Corporation 401(k) Profit Sharing Plan and Trust in CA ($16M); by covered participants it is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 The Mather Group 401(k) Plan assets move in 2024? ▼
The Mather Group 401(k) Plan surged - up 41.0% during 2024, from $11M to $16M. Reported net income was $5M.
How have The Mather Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Mather Group, LLC's sponsor-wide assets grew 105.7%, from $8M to $16M.
Which 401(k) plans are similar in size to The Mather Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Primary Color Systems Corporation 401(k) Profit Sharing Plan and Trust in CA ($16M, 284 participants).
Which 401(k) plans cover a similar participant headcount to The Mather Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants, $4M 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 472381165.

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.