401(k) · DOL Form 5500 · 2024

Heplerbroom, LLC 401(k) Plan

Data updated 2026-08-11

$74M
Total assets
191
Participants
88th
Percentile by assets
$385,895
Avg per participant
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Official DOL plan name: Heplerbroom, LLC 401(k) Profit Sharing Plan · Sponsored by Heplerbroom, LLC · Illinois · Professional & Technical Services

$74M in assets, 191 participants

Heplerbroom, LLC's Heplerbroom, LLC 401(k) Profit Sharing Plan reported $74M in total assets and 191 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.

  • 88th percentile by assets (of 123,622 plans)
  • #17,975 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

Heplerbroom, LLC 401(k) Profit Sharing Plan covers 191 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $74M.

$74M
total plan assets (2024 EOY)
191
covered participants
88th
percentile by assets (of 123,622 plans)
$385,895
avg assets per participant

Where Heplerbroom, LLC 401(k) Profit Sharing Plan sits by total assets

Heplerbroom, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$73,705,858 Top 12% higher than 88% 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

  • Heplerbroom, LLC 401(k) Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Heplerbroom, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $67M in the plan year 2023 filing to $74M in the plan year 2024 filing.
  • Heplerbroom, LLC 401(k) Profit Sharing Plan reported participants fell from 194 in the plan year 2023 filing to 191 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. Heplerbroom, LLC 401(k) Profit Sharing Plan reports 191 participants - about 25% of that state average ($74M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$74M
Net Income$6M
Employer EIN371009085
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heplerbroom, LLC)

$55M$60M$65M$70M$75M$80M 202220232024 $59.3M $73.7M ▲ +24.3%
Total plan assets by year, all Heplerbroom, LLC plans on file
Year Plans Participants Total Assets
2022 1 194 $59M
2023 1 194 $67M
2024 1 191 $74M

Nearby 401(k) Plans in Illinois

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

Heplerbroom, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Heplerbroom, LLC 401…, Total assets ($B): 0.073705858 · Participants: 191Heplerbroom, LLC 401…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…
Heplerbroom, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Heplerbroom, LLC 401(k) Profit Sharing P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Heplerbroom, LLC 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Heplerbroom, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Heplerbroom, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 9.4% during 2024, from $67M to $74M. Reported net income was $6M.
How have Heplerbroom, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heplerbroom, LLC's sponsor-wide assets grew 24.3%, from $59M to $74M.
Where does Heplerbroom, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Heplerbroom, LLC 401(k) Profit Sharing 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 Heplerbroom, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sargent Corporation 401(k) Retirement Plan in ME ($74M, 436 participants).

Next read for Heplerbroom, LLC 401(k) Profit Sharing P…

Filing takeaways

Ways to act on Heplerbroom, LLC 401(k) Profit Sharing Plan'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 371009085.

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.