401(k) · DOL Form 5500 · 2024

Heplerbroom, LLC 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
191
Participants Below avg headcount
88th
Percentile by assets National rank
$385,895
Avg per participant High balance/head
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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.

  • #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.

#17,975
in Professional & Technical Services (20,173 peers)
+9.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Heplerbroom, LLC 401(k) Profit Sharing Plan's outsized position 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 $2,050,000,000 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

Heplerbroom, LLC 401(k) Profit Sharing 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. Heplerbroom, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (191 participants).

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 →

DOL schedule card

Filing strip 371009085 · Heplerbroom, LLC PY 2024 · 401(k)

Heplerbroom, LLC 401(k) Profit Sharing Plan · $74M · 191 · 88th

  • TYPE $74M
  • TYPE 191
  • TYPE 88th
  • TYPE 401(k)
  • TYPE near Sargent Corporation 401(k) Retirement Plan
  • TYPE ind #17975

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 →

Heplerbroom, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Heplerbroom, LLC 401(k) Profit Sharing PlanHeplerbroom, LLC 401(k) Prof…$74MCorden Pharma Colorado, Inc. 401(k) PlanCorden Pharma Colorado, Inc.…$74MSargent Corporation 401(k) Retirement PlanSargent Corporation 401(k) R…$74MLabor Unions 401(k) Plan$74MTriage, LLC Retirement Savings PlanTriage, LLC Retirement Savin…$74M
End-of-year total assets ($M) among Heplerbroom, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Heplerbroom, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$74M 24.30174449113831% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $59.3M $73.7M ▲ +24.3%
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 ($B) Participants Heplerbroom, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.073705858 · Participants: 191Heplerbroom, LLC 401(k) Profit Sharing 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
Heplerbroom, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Heplerbroom, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heplerbroom, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Sargent Corporation 401(k) Retirement Plan in ME ($74M); by covered participants it is Brown-Campbell Company 401(k) Plan in MI (191 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($74M here).

Similar participant headcount

Nearest other-state filings by covered participants (191 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 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).
Which 401(k) plans cover a similar participant headcount to Heplerbroom, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brown-Campbell Company 401(k) Plan in MI (191 participants, $14M 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 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.