401(k) · DOL Form 5500 · 2024

Banner & Witcoff, Ltd. 401(k) Plan

Data updated 2026-08-11

$205M
Total assets
249
Participants
94th
Percentile by assets
$821,931
Avg per participant
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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.

  • 94th percentile by assets (of 123,622 plans)
  • #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.

$205M
total plan assets (2024 EOY)
249
covered participants
94th
percentile by assets (of 123,622 plans)
$821,931
avg assets per participant

Where Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
Illinois
Industry
Professional & Technical Services

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust reports 249 participants - about 32% of that state average ($205M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$177M
Net Assets (End of Year)$205M
Net Income$28M
Employer EIN364008943
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Banner & Witcoff, Ltd.)

$120M$140M$160M$180M$200M$220M 202220232024 $142M $205M ▲ +44.2%
Total plan assets by year, all Banner & Witcoff, Ltd. plans on file
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.

Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Banner & Witcoff, Lt…, Total assets ($B): 0.204660738 · Participants: 249Banner & Witcoff, Lt…Accenture United Sta…, Total assets ($B): 21.302643276 · Participants: 66965Accenture United Sta…State Farm 401(k) Sa…, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Sa…United Airlines Pilo…, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilo…Abbott Laboratories …, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories …Walgreens Retirement…, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement…
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Banner & Witcoff, Ltd. 401(k) Profit Sha… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust by total assets, not by location.

Frequently Asked Questions

How did Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust grew sharply - up 15.8% during 2024, from $177M to $205M. Reported net income was $28M.
How have Banner & Witcoff, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Banner & Witcoff, Ltd.'s sponsor-wide assets grew 44.2%, from $142M to $205M.
Where does Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Your Retirement Savings Plan in MS ($205M, 9,085 participants).

Next read for Banner & Witcoff, Ltd. 401(k) Profit Sha…

Filing takeaways

Ways to act on Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust's numbers.

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 364008943.

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.