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
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
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.
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
Illinois filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $7M |
| Employer EIN | 273706077 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING 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
| 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.
- 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
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- Clark's Termite & Pest Control 401(k) Plan (NJ) 123 · 0 off
- App Annie 401(k) Plan (CA) 123 · 0 off
- Valley Chrome Plating, Inc. 401(k) Plan (CA) 123 · 0 off
- Atg Retirement Savings Plan (FL) 123 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.