401(k) · DOL Form 5500 · 2024
Central States, Se & Sw Areas Health & Pension Funds 401(k) Plan
Data updated 2026-08-25
- $140M
- Total assets Near avg plan size
- 704
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $199,140
- Avg per participant Above avg balance/head
Official DOL plan name: Central States 401(k) Retirement Savings Plan · Sponsored by Central States, Se & Sw Areas Health & Pension Funds · Illinois · Finance & Insurance
$140M in assets, 704 participants
Central States, Se & Sw Areas Health & Pension Funds's Central States 401(k) Retirement Savings Plan reported $140M in total assets and 704 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,542 in Finance & Insurance (8,549 peers)
Where Central States 401(k) Retirement Savings Plan sits by assets
Central States 401(k) Retirement Savings Plan sits in the top 10% of all filed plans by assets, $140M for 704 participants (~$199,140/participant), up 14.7% in 2024.
- #7,542
- in Finance & Insurance (8,549 peers)
- +14.7%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Central States 401(k) Retirement Savings Plan's outsized position by total assets
Central States 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$140,194,672 Top 7% higher than 93% 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
Central States 401(k) Retirement Savings 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. Central States 401(k) Retirement Savings Plan sits mid-pack in the medium band (704 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Central States 401(k) Retirement Savings Plan reported net income fell from $23M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Central States 401(k) Retirement Savings Plan end-of-year assets rose from $122M in the plan year 2023 filing to $140M in the plan year 2024 filing.
- Central States 401(k) Retirement Savings Plan reported participants rose from 690 in the plan year 2023 filing to 704 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 362154936 · Central States, Se & Sw Areas Health & Pension Funds PY 2024 · 401(k)
Central States 401(k) Retirement Savings Plan · $140M · 704 · 93rd
- EIN $140M
- EIN 704
- EIN 93rd
- EIN 401(k)
- EIN near The Nba Savings and Retirement Plan for Coaches, Assistant Coaches and Athletic Trainers
- EIN ind #7542
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 Finance & Insurance retirement plans → · Plans in Illinois →
Central States 401(k) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $122M |
|---|---|
| Net Assets (End of Year) | $140M |
| Net Income | $18M |
| Employer EIN | 362154936 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Central States, Se & Sw Areas Health & Pension Funds)
Sponsor-wide plan assets over time
All Central States, Se & Sw Areas Health & Pension Funds plans reported in each filing year
- Latest sponsor-wide plan assets
- $140M 41.67011238585599% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 687 | $99M |
| 2023 | 1 | 690 | $122M |
| 2024 | 1 | 704 | $140M |
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
Central States 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is The Nba Savings and Retirement Plan for Coaches, Assistant Coaches and Athletic Trainers in NJ ($140M); by covered participants it is Zimmerman Associates, Inc. 401(k) Savings Plan in VA (704 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($140M here).
- The Nba Savings and Retirement Plan for Coaches, Assistant Coaches and Athletic Trainers (NJ) $140M · 378
- Roquette America, Inc. Retirement System (IA) $140M · 469
- Sumitomo Rubber USA, LLC Employee Savings Plan for Bargaining Unit Employees (NY) $140M · 1,145
- The Bodycote International, Inc. Retirement Plan (TX) $140M · 1,096
Similar participant headcount
Nearest other-state filings by covered participants (704 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.