401(k) · DOL Form 5500 · 2024

Impact Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
728
Participants Near avg headcount
86th
Percentile by assets National rank
$80,197
Avg per participant Below avg balance/head
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Official DOL plan name: Impact Advisors, LLC 401(k) Plan · Sponsored by Impact Advisors, LLC · Illinois · Professional & Technical Services

$58M in assets, 728 participants

Impact Advisors, LLC's Impact Advisors, LLC 401(k) Plan reported $58M in total assets and 728 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,482 in Professional & Technical Services (20,173 peers)

Where Impact Advisors, LLC 401(k) Plan sits by assets

Impact Advisors, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $58M for 728 participants (~$80,197/participant), up 19.2% in 2024.

#17,482
in Professional & Technical Services (20,173 peers)
+19.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Impact Advisors, LLC 401(k) Plan's outsized position by total assets

Impact Advisors, LLC 401(k) Plan vs every filed plan by assets

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

$58,383,362 Top 14% higher than 86% 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

Impact Advisors, LLC 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. Impact Advisors, LLC 401(k) Plan sits mid-pack in the medium band (728 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Impact Advisors, LLC 401(k) Plan reported participants rose from 464 in the plan year 2023 filing to 728 in the plan year 2024 filing.
  • Impact Advisors, LLC 401(k) Plan end-of-year assets rose from $49M in the plan year 2023 filing to $58M in the plan year 2024 filing.
  • Impact Advisors, LLC 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 208207247 · Impact Advisors, LLC PY 2024 · 401(k)

Impact Advisors, LLC 401(k) Plan · $58M · 728 · 86th

  • ASSETS $58M
  • PCT 728
  • EIN 86th
  • RANK 401(k)
  • PHOTO near Truebeck Construction, Inc. 401(k) Plan
  • IND ind #17482

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 →

Impact Advisors, LLC 401(k) Plan in the asset neighbourhood

Miller's, Inc. Employees' Profit Sharing PlanMiller's, Inc. Employees' Pr…$58MKessler Topaz Meltzer & Check, LLP 401(k) Profit Sharing PlanKessler Topaz Meltzer & Chec…$58MImpact Advisors, LLC 401(k) PlanImpact Advisors, LLC 401(k) …$58MTruebeck Construction, Inc. 401(k) PlanTruebeck Construction, Inc. …$58MElektrisola Incorporated Profit Sharing PlanElektrisola Incorporated Pro…$58M
End-of-year total assets ($M) among Impact Advisors, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$58M
Net Income$9M
Employer EIN208207247
Plan Effective Date2007-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Impact Advisors, LLC)

Sponsor-wide plan assets over time

All Impact Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$58M 54.811953552300174% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $37.7M $58.4M ▲ +54.8%
Year Plans Participants Total Assets
2022 1 347 $38M
2023 1 464 $49M
2024 1 728 $58M

Nearby 401(k) Plans in Illinois

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

Impact Advisors, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Impact Advisors, LLC 401(k) Plan, Total assets ($B): 0.058383362 · Participants: 728Impact Advisors, LLC 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
Impact Advisors, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Impact Advisors, LLC 401(k) Plan side-by-side with 3 peers →

Impact Advisors, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Truebeck Construction, Inc. 401(k) Plan in CA ($58M); by covered participants it is Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan in CA (728 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (728 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 Impact Advisors, LLC 401(k) Plan assets move in 2024? ▼
Impact Advisors, LLC 401(k) Plan grew sharply - up 19.2% during 2024, from $49M to $58M. Reported net income was $9M.
How have Impact Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Impact Advisors, LLC's sponsor-wide assets grew 54.8%, from $38M to $58M.
Where does Impact Advisors, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Impact Advisors, LLC 401(k) Plan ranks in the 86th 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 Impact Advisors, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Truebeck Construction, Inc. 401(k) Plan in CA ($58M, 314 participants).
Which 401(k) plans cover a similar participant headcount to Impact Advisors, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan in CA (728 participants, $27M 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 208207247.

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.