401(k) · DOL Form 5500 · 2024
Batescarey LLP 401(k) Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 90
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $685,810
- Avg per participant High balance/head
Official DOL plan name: Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features · Sponsored by Batescarey LLP · Illinois · Professional & Technical Services
$62M in assets, 90 participants
Batescarey LLP's Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features reported $62M in total assets and 90 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.
- #17,621 in Professional & Technical Services (20,173 peers)
Where Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features sits by assets
Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features sits in the top quartile of all filed plans by assets, $62M for 90 participants (~$685,810/participant), up 11.6% in 2024.
- #17,621
- in Professional & Technical Services (20,173 peers)
- +11.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features's outsized position by total assets
Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$61,722,919 Top 14% higher than 86% 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
Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features is a small filing (90 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features end-of-year assets rose from $55M in the plan year 2023 filing to $62M in the plan year 2024 filing.
- Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features reported participants rose from 86 in the plan year 2023 filing to 90 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 364321906 · Batescarey LLP PY 2024 · 401(k)
Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features · $62M · 90 · 86th
- BOY $62M
- SCH 90
- EBSA 86th
- PART 401(k)
- TYPE near Waukesha State Bank Employees' 401(k) Profit Sharing Plan
- NET ind #17621
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 →
Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $6M |
| Employer EIN | 364321906 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Batescarey LLP)
Sponsor-wide plan assets over time
All Batescarey LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 30.51047990612148% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 96 | $47M |
| 2023 | 1 | 86 | $55M |
| 2024 | 1 | 90 | $62M |
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
Batescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) Features's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Waukesha State Bank Employees' 401(k) Profit Sharing Plan in WI ($62M); by covered participants it is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
- Waukesha State Bank Employees' 401(k) Profit Sharing Plan (WI) $62M · 304
- Catterton Management Company LLC 401(k) Plan (CT) $62M · 218
- Concurrent Hro 401(k) Plan (CO) $62M · 2,017
- Malwarebytes Inc. Retirement Savings Plan (CA) $62M · 467
Similar participant headcount
Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.
- 501st Transport Inc 401(k) Profit Sharing Plan & Trust (NY) 90 · 0 off
- Furuno USA, Inc. 401(k) Plan (WA) 90 · 0 off
- Gas Equipment Company, Inc. 401(k) Plan (TX) 90 · 0 off
- Tylok 401(k) Plan (OH) 90 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.