401(k) · DOL Form 5500 · 2024

Heitman LLC 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
309
Participants Below avg headcount
90th
Percentile by assets National rank
$294,269
Avg per participant High balance/head
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Official DOL plan name: Heitman Employees Advantage Retirement Plan · Sponsored by Heitman LLC · Illinois · Real Estate

$91M in assets, 309 participants

Heitman LLC's Heitman Employees Advantage Retirement Plan reported $91M in total assets and 309 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #4,445 in Real Estate (4,605 peers)

Coverage in Illinois

Heitman Employees Advantage Retirement Plan covers 309 participants in Illinois, about 40% of the average Illinois filer (state average ~779 per filing). Assets: $91M.

#4,445
in Real Estate (4,605 peers)
+15.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Heitman Employees Advantage Retirement Plan's outsized position by total assets

Heitman Employees Advantage Retirement Plan vs every filed plan by assets

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

$90,929,129 Top 10% higher than 90% 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

Heitman Employees Advantage Retirement 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. Heitman Employees Advantage Retirement Plan sits mid-pack in the medium band (309 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heitman Employees Advantage Retirement Plan end-of-year assets rose from $79M in the plan year 2023 filing to $91M in the plan year 2024 filing.
  • Heitman Employees Advantage Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 364263867 · Heitman LLC PY 2024 · 401(k)

Heitman Employees Advantage Retirement Plan · $91M · 309 · 90th

  • NET $91M
  • NET 309
  • NET 90th
  • NET 401(k)
  • NET near Tlc Engineering Solutions, Inc., Savings Plan
  • NET ind #4445

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 Real Estate retirement plans → · Plans in Illinois →

Heitman Employees Advantage Retirement Plan in the asset neighbourhood

Kinze Manufacturing, Inc. 401(k) Profit Sharing PlanKinze Manufacturing, Inc. 40…$91MHog Slat, Inc. Retirement Savings PlanHog Slat, Inc. Retirement Sa…$91MDeferred Savings Plan of the Penske CorporationDeferred Savings Plan of the…$91MTlc Engineering Solutions, Inc., Savings PlanTlc Engineering Solutions, I…$91MHeitman Employees Advantage Retirement PlanHeitman Employees Advantage …$91M
End-of-year total assets ($M) among Heitman Employees Advantage Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$91M
Net Income$12M
Employer EIN364263867
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heitman LLC)

Sponsor-wide plan assets over time

All Heitman LLC plans reported in each filing year

Latest sponsor-wide plan assets
$91M 38.35999097737533% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $65.7M $90.9M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 283 $66M
2023 1 307 $79M
2024 1 309 $91M

Nearby 401(k) Plans in Illinois

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

Heitman Employees Advantage Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Heitman Employees Advantage Retirement Plan, Total assets ($B): 0.090929129 · Participants: 309Heitman Employees Advantage Retirement 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
Heitman Employees Advantage Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Heitman Employees Advantage Retirement Plan side-by-side with 3 peers →

Heitman Employees Advantage Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Tlc Engineering Solutions, Inc., Savings Plan in FL ($91M); by covered participants it is Forddirect Retirement Savings Plan in MI (309 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (309 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 Heitman Employees Advantage Retirement Plan assets move in 2024? ▼
Heitman Employees Advantage Retirement Plan grew sharply - up 15.5% during 2024, from $79M to $91M. Reported net income was $12M.
How have Heitman LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heitman LLC's sponsor-wide assets grew 38.4%, from $66M to $91M.
Where does Heitman Employees Advantage Retirement Plan rank by assets among Form 5500 filers? ▼
Heitman Employees Advantage Retirement Plan ranks in the 90th 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 Heitman Employees Advantage Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tlc Engineering Solutions, Inc., Savings Plan in FL ($91M, 477 participants).
Which 401(k) plans cover a similar participant headcount to Heitman Employees Advantage Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Forddirect Retirement Savings Plan in MI (309 participants, $60M 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 364263867.

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.