401(k) · DOL Form 5500 · 2024

Encore Group (USA), LLC 401(k) Plan

Data updated 2026-08-25

$453M
Total assets Above avg plan size
9,014
Participants Very large workforce
97th
Percentile by assets National rank
$50,281
Avg per participant Low balance/head
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Official DOL plan name: Encore Group (USA) LLC Retirement Savings Plan · Sponsored by Encore Group (USA), LLC · Illinois · Real Estate

$453M in assets, 9,014 participants

Encore Group (USA), LLC's Encore Group (USA) LLC Retirement Savings Plan reported $453M in total assets and 9,014 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #4,577 in Real Estate (4,605 peers)

Coverage in Illinois

Encore Group (USA) LLC Retirement Savings Plan covers 9,014 participants in Illinois, 12x the typical Illinois plan (state average ~779 per filing). Assets: $453M.

#4,577
in Real Estate (4,605 peers)
+17.6%
assets growth YoY
4.5×
vs typical plan assets (national mean)

Encore Group (USA) LLC Retirement Savings Plan's outsized position by total assets

Encore Group (USA) LLC Retirement Savings Plan vs every filed plan by assets

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

$453,237,264 Top 3% higher than 97% 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

Encore Group (USA) LLC Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Encore Group (USA) LLC Retirement Savings Plan lands in the large band (9,014 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Encore Group (USA) LLC Retirement Savings Plan reported participants fell from 16,490 in the plan year 2023 filing to 9,014 in the plan year 2024 filing.
  • Encore Group (USA) LLC Retirement Savings Plan end-of-year assets rose from $385M in the plan year 2023 filing to $453M in the plan year 2024 filing.
  • Encore Group (USA) LLC Retirement Savings Plan reported net income fell from $74M in the plan year 2023 filing to $68M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 134025666 · Encore Group (USA), LLC PY 2024 · 401(k)

Encore Group (USA) LLC Retirement Savings Plan · $453M · 9,014 · 97th

  • NET $453M
  • BOOK 9,014
  • VS-ST 97th
  • BOY 401(k)
  • SCH near Mosaic Health System 401(k) Retirement Plan
  • EBSA ind #4577

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 Real Estate retirement plans → · Plans in Illinois →

Encore Group (USA) LLC Retirement Savings Plan in the asset neighbourhood

Epam Systems, Inc. 401(k) PlanEpam Systems, Inc. 401(k) Pl…$454MFanuc America Corporation Savings PlanFanuc America Corporation Sa…$453MCommunications Workers of America Savings and Retirement TrustCommunications Workers of Am…$453MMosaic Health System 401(k) Retirement PlanMosaic Health System 401(k) …$453MEncore Group (USA) LLC Retirement Savings PlanEncore Group (USA) LLC Retir…$453M
End-of-year total assets ($M) among Encore Group (USA) 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)$385M
Net Assets (End of Year)$453M
Net Income$68M
Employer EIN134025666
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Encore Group (USA), LLC)

Sponsor-wide plan assets over time

All Encore Group (USA), LLC plans reported in each filing year

Latest sponsor-wide plan assets
$453M 45.80508010432892% vs 2022
2024 filing year
$250M$300M$350M$400M$450M$500M 202220232024 $311M $453M ▲ +45.8%
Year Plans Participants Total Assets
2022 1 8,049 $311M
2023 1 16,490 $385M
2024 1 9,014 $453M

Nearby 401(k) Plans in Illinois

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

Encore Group (USA) LLC Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -50510152025 Total assets ($B) Participants Encore Group (USA) LLC Retirement Savings Plan, Total assets ($B): 0.453237264 · Participants: 9014Encore Group (USA) LLC Retirement 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
Encore Group (USA) LLC Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Scale composition for Encore Group (USA) LLC Retirement Savings Plan

Encore Group (USA) LLC Retirement Savings Plan reports $453M in end-of-year assets across 9,014 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $50,281 per participant (36% of the national average assets-per-participant) . Net income for plan year 2024 was $68M.

This plan identity (EIN 134025666, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $311M to $453M (+45.8%) while covered participants moved from 8,049 to 9,014 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,049 $311M Open filing
2023 16,490 $385M Open filing
2024 · index core 9,014 $453M This page

Encore Group (USA) LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mosaic Health System 401(k) Retirement Plan in MO ($453M); by covered participants it is Simplot Retirement Savings Plan in ID (9,012 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($453M here).

Similar participant headcount

Nearest other-state filings by covered participants (9,014 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 Encore Group (USA) LLC Retirement Savings Plan assets move in 2024?
Encore Group (USA) LLC Retirement Savings Plan grew sharply - up 17.6% during 2024, from $385M to $453M. Reported net income was $68M.
How have Encore Group (USA), LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Encore Group (USA), LLC's sponsor-wide assets grew 45.8%, from $311M to $453M.
Where does Encore Group (USA) LLC Retirement Savings Plan rank by assets among Form 5500 filers?
Encore Group (USA) LLC Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Encore Group (USA) LLC Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Mosaic Health System 401(k) Retirement Plan in MO ($453M, 4,614 participants).
Which 401(k) plans cover a similar participant headcount to Encore Group (USA) LLC Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Simplot Retirement Savings Plan in ID (9,012 participants, $1.6B in assets).