401(k) · DOL Form 5500 · 2024

Eagle Seven 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
123
Participants Small participant base
78th
Percentile by assets National rank
$248,701
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Eagle Seven Holdings, LP 401(k) Plan & Trust · Sponsored by Eagle Seven · Illinois · Finance & Insurance

$31M in assets, 123 participants

Eagle Seven's Eagle Seven Holdings, LP 401(k) Plan & Trust reported $31M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,569 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Eagle Seven Holdings, LP 401(k) Plan & Trust covers 123 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $31M.

#5,569
in Finance & Insurance (8,549 peers)
+28.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Eagle Seven Holdings, LP 401(k) Plan & Trust's outsized position by total assets

Eagle Seven Holdings, LP 401(k) Plan & Trust vs every filed plan by assets

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

$30,590,210 Top 22% higher than 78% 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

Eagle Seven Holdings, LP 401(k) Plan & Trust 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. Eagle Seven Holdings, LP 401(k) Plan & Trust sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Eagle Seven Holdings, LP 401(k) Plan & Trust end-of-year assets rose from $24M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Eagle Seven Holdings, LP 401(k) Plan & Trust reported participants rose from 112 in the plan year 2023 filing to 123 in the plan year 2024 filing.
  • Eagle Seven Holdings, LP 401(k) Plan & Trust reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 273706077 · Eagle Seven PY 2024 · 401(k)

Eagle Seven Holdings, LP 401(k) Plan & Trust · $31M · 123 · 78th

  • EBSA $31M
  • EBSA 123
  • EBSA 78th
  • EBSA 401(k)
  • EBSA near General Catalyst Enterprises, Inc. 401(k) Savings Plan
  • EBSA ind #5569

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 →

Eagle Seven Holdings, LP 401(k) Plan & Trust in the asset neighbourhood

Eagle Seven Holdings, LP 401(k) Plan & TrustEagle Seven Holdings, LP 401…$31MGeneral Catalyst Enterprises, Inc. 401(k) Savings PlanGeneral Catalyst Enterprises…$31MNuvera Communications, Inc. Salary Savings PlanNuvera Communications, Inc. …$31MThe Law Offices of Peter G. Angelos 401(k) PlanThe Law Offices of Peter G. …$31MFord Audio-Video Systems, LLC 401(k) Retirement PlanFord Audio-Video Systems, LL…$31M
End-of-year total assets ($M) among Eagle Seven Holdings, LP 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$31M
Net Income$7M
Employer EIN273706077
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eagle Seven)

Sponsor-wide plan assets over time

All Eagle Seven plans reported in each filing year

Latest sponsor-wide plan assets
$31M 73.55700454581199% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.6M $30.6M ▲ +73.5%
Year Plans Participants Total Assets
2022 1 94 $18M
2023 1 112 $24M
2024 1 123 $31M

Nearby 401(k) Plans in Illinois

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

Eagle Seven Holdings, LP 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Eagle Seven Holdings, LP 401(k) Plan & Trust, Total assets ($B): 0.03059021 · Participants: 123Eagle Seven Holdings, LP 401(k) Plan & TrustAccenture 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
Eagle Seven Holdings, LP 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants

Eagle Seven Holdings, LP 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is General Catalyst Enterprises, Inc. 401(k) Savings Plan in MA ($31M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Eagle Seven Holdings, LP 401(k) Plan & Trust assets move in 2024?
Eagle Seven Holdings, LP 401(k) Plan & Trust grew sharply - up 28.0% during 2024, from $24M to $31M. Reported net income was $7M.
How have Eagle Seven plan assets changed over time?
Across 3 plan years on file (2022-2024), Eagle Seven's sponsor-wide assets grew 73.6%, from $18M to $31M.
Where does Eagle Seven Holdings, LP 401(k) Plan & Trust rank by assets among Form 5500 filers?
Eagle Seven Holdings, LP 401(k) Plan & Trust ranks in the 78th 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 Eagle Seven Holdings, LP 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by assets is General Catalyst Enterprises, Inc. 401(k) Savings Plan in MA ($31M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Eagle Seven Holdings, LP 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants, $2M in assets).