401(k) · DOL Form 5500 · 2024
Pedersen & Houpt 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 40
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $682,357
- Avg per participant High balance/head
Official DOL plan name: Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust · Sponsored by Pedersen & Houpt · Illinois · Professional & Technical Services
$27M in assets, 40 participants
Pedersen & Houpt's Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust reported $27M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #15,283 in Professional & Technical Services (20,173 peers)
Where Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust sits by assets
Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $27M for 40 participants (~$682,357/participant), up 15.4% in 2024.
- #15,283
- in Professional & Technical Services (20,173 peers)
- +15.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust's outsized position by total assets
Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,294,260 Top 24% higher than 76% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust is a small filing (40 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust reported participants fell from 46 in the plan year 2023 filing to 40 in the plan year 2024 filing.
- Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 362756074 · Pedersen & Houpt PY 2024 · 401(k)
Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust · $27M · 40 · 76th
- IND $27M
- EOY 40
- 5500 76th
- ASSETS 401(k)
- PCT near Reliance First Capital, LLC Employees Savings Trust
- EIN ind #15283
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 →
Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 362756074 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pedersen & Houpt)
Sponsor-wide plan assets over time
All Pedersen & Houpt plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 39.770706327972164% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $20M |
| 2023 | 1 | 46 | $24M |
| 2024 | 1 | 40 | $27M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Reliance First Capital, LLC Employees Savings Trust in NY ($27M); by covered participants it is Cooperativa De Ahorro Y Credito Aibonitena 1165(e) Plan in PR (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Reliance First Capital, LLC Employees Savings Trust (NY) $27M · 294
- Game Creek Video 401(k) Plan (NH) $27M · 281
- Shimadzu Precision Instruments, Inc. 401(k) Plan (CA) $27M · 168
- Sightmd 401(k) Plan (NY) $27M · 1,061
Similar participant headcount
Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.
- Cooperativa De Ahorro Y Credito Aibonitena 1165(e) Plan (PR) 40 · 0 off
- Reliable Office Systems and Su 401(k) Profit Sharing Plan & Trust (NY) 40 · 0 off
- Provident Research Inc 401(k) Profit Sharing Plan & Trust (MD) 40 · 0 off
- Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust (FL) 40 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.