401(k) · DOL Form 5500 · 2024
Banner & Witcoff, Ltd. 401(k) Plan
Data updated 2026-08-25
- $205M
- Total assets Near avg plan size
- 249
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $821,931
- Avg per participant High balance/head
Official DOL plan name: Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust · Sponsored by Banner & Witcoff, Ltd. · Illinois · Professional & Technical Services
$205M in assets, 249 participants
Banner & Witcoff, Ltd.'s Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust reported $205M in total assets and 249 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #19,265 in Professional & Technical Services (20,173 peers)
Coverage in Illinois
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust covers 249 participants in Illinois, about 32% of the average Illinois filer (state average ~779 per filing). Assets: $205M.
- #19,265
- in Professional & Technical Services (20,173 peers)
- +15.8%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$204,660,738 Top 6% higher than 94% 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
Banner & Witcoff, Ltd. 401(k) Profit Sharing 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. Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (249 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust reported net income fell from $34M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust reported participants rose from 214 in the plan year 2023 filing to 249 in the plan year 2024 filing.
- Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $177M in the plan year 2023 filing to $205M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 364008943 · Banner & Witcoff, Ltd. PY 2024 · 401(k)
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust · $205M · 249 · 94th
- SCH $205M
- SCH 249
- SCH 94th
- SCH 401(k)
- SCH near Your Retirement Savings Plan
- SCH ind #19265
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 →
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $177M |
|---|---|
| Net Assets (End of Year) | $205M |
| Net Income | $28M |
| Employer EIN | 364008943 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Banner & Witcoff, Ltd.)
Sponsor-wide plan assets over time
All Banner & Witcoff, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $205M 44.2107204014007% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 201 | $142M |
| 2023 | 1 | 214 | $177M |
| 2024 | 1 | 249 | $205M |
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
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Your Retirement Savings Plan in MS ($205M); by covered participants it is Treeline Inc. 401(k) Plan in CA (249 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($205M here).
- Your Retirement Savings Plan (MS) $205M · 9,085
- Third Federal 401(k) Savings Plan (OH) $205M · 977
- Embraer Aircraft Holding, Inc. 401(k) Retirement Plan (FL) $205M · 2,097
- The Permanente Medical Group, Inc. Salary Deferral Retirement Plan (CA) $205M · 384
Similar participant headcount
Nearest other-state filings by covered participants (249 participants); asset peers above are excluded.
- Treeline Inc. 401(k) Plan (CA) 249 · 0 off
- Premier Health Services, Inc. 401 (K) Plan (DC) 249 · 0 off
- Eastern Roofing Systems, Inc. 401(k) Plan (PA) 249 · 0 off
- Nts Development Company Retirement Savings Plan (KY) 249 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.