401(k) · DOL Form 5500 · 2024

Warady & Davis, LLP 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
112
Participants Small participant base
88th
Percentile by assets National rank
$651,447
Avg per participant High balance/head
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Official DOL plan name: Warady & Davis, LLP Profit Sharing and Savings Plan · Sponsored by Warady & Davis, LLP · Illinois · Professional & Technical Services

$73M in assets, 112 participants

Warady & Davis, LLP's Warady & Davis, LLP Profit Sharing and Savings Plan reported $73M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #17,955 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

Warady & Davis, LLP Profit Sharing and Savings Plan covers 112 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $73M.

#17,955
in Professional & Technical Services (20,173 peers)
+15.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Warady & Davis, LLP Profit Sharing and Savings Plan's outsized position by total assets

Warady & Davis, LLP Profit Sharing and Savings Plan vs every filed plan by assets

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

$72,962,045 Top 12% higher than 88% 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

Warady & Davis, LLP Profit Sharing and Savings 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. Warady & Davis, LLP Profit Sharing and Savings Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Warady & Davis, LLP Profit Sharing and Savings Plan end-of-year assets rose from $63M in the plan year 2023 filing to $73M in the plan year 2024 filing.
  • Warady & Davis, LLP Profit Sharing and Savings Plan reported net income fell from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 362170602 · Warady & Davis, LLP PY 2024 · 401(k)

Warady & Davis, LLP Profit Sharing and Savings Plan · $73M · 112 · 88th

  • TYPE $73M
  • NET 112
  • BOOK 88th
  • VS-ST 401(k)
  • BOY near Investors Title Company and Affiliates 401(k) Plan
  • SCH ind #17955

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 →

Warady & Davis, LLP Profit Sharing and Savings Plan in the asset neighbourhood

Warady & Davis, LLP Profit Sharing and Savings PlanWarady & Davis, LLP Profit S…$73MInvestors Title Company and Affiliates 401(k) PlanInvestors Title Company and …$73MDickinson Financial Corporation Retirement PlanDickinson Financial Corporat…$73MMayfield Clinic, Inc. Profit Sharing/401(k) PlanMayfield Clinic, Inc. Profit…$73MZeigler Auto Group, Inc. Employee's 401(k) PlanZeigler Auto Group, Inc. Emp…$73M
End-of-year total assets ($M) among Warady & Davis, LLP Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$73M
Net Income$10M
Employer EIN362170602
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Warady & Davis, LLP)

Sponsor-wide plan assets over time

All Warady & Davis, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$73M 38.350223242762496% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $52.7M $73M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 104 $53M
2023 1 111 $63M
2024 1 112 $73M

Nearby 401(k) Plans in Illinois

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

Warady & Davis, LLP Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Warady & Davis, LLP Profit Sharing and Savings Plan, Total assets ($B): 0.072962045 · Participants: 112Warady & Davis, LLP Profit Sharing and Savings 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
Warady & Davis, LLP Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Warady & Davis, LLP Profit Sharing and Savings Plan side-by-side with 3 peers →

Warady & Davis, LLP Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Investors Title Company and Affiliates 401(k) Plan in NC ($73M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Warady & Davis, LLP Profit Sharing and Savings Plan assets move in 2024? ▼
Warady & Davis, LLP Profit Sharing and Savings Plan grew sharply - up 15.9% during 2024, from $63M to $73M. Reported net income was $10M.
How have Warady & Davis, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warady & Davis, LLP's sponsor-wide assets grew 38.4%, from $53M to $73M.
Where does Warady & Davis, LLP Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
Warady & Davis, LLP Profit Sharing and Savings Plan ranks in the 88th 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 Warady & Davis, LLP Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Investors Title Company and Affiliates 401(k) Plan in NC ($73M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Warady & Davis, LLP Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants, N/A 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 362170602.

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.