401(k) · DOL Form 5500 · 2024
Kaufman, Hall & Associates, LLC 401(k) Plan
Data updated 2026-08-11
- $165M
- Total assets
- 532
- Participants
- 93rd
- Percentile by assets
- $310,867
- Avg per participant
Official DOL plan name: Kaufman, Hall & Associates, LLC Retirement Plan and Trust · Sponsored by Kaufman, Hall & Associates, LLC · Illinois · Professional & Technical Services
$165M in assets, 532 participants
Kaufman, Hall & Associates, LLC's Kaufman, Hall & Associates, LLC Retirement Plan and Trust reported $165M in total assets and 532 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.
- 93rd percentile by assets (of 123,622 plans)
- #19,065 in Professional & Technical Services (20,173 peers)
Where Kaufman, Hall & Associates, LLC Retirement Plan and Trust sits by assets
Kaufman, Hall & Associates, LLC Retirement Plan and Trust sits in the top 10% of all filed plans by assets, $165M for 532 participants (~$310,867/participant), up 11.2% in 2024.
- $165M
- total plan assets (2024 EOY)
- 532
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $310,867
- avg assets per participant
Where Kaufman, Hall & Associates, LLC Retirement Plan and Trust sits by total assets
Kaufman, Hall & Associates, LLC Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$165,381,125 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kaufman, Hall & Associates, LLC Retirement Plan and Trust reported net income fell from $42M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Kaufman, Hall & Associates, LLC Retirement Plan and Trust reported participants rose from 474 in the plan year 2023 filing to 532 in the plan year 2024 filing.
- Kaufman, Hall & Associates, LLC Retirement Plan and Trust end-of-year assets rose from $149M in the plan year 2023 filing to $165M in the plan year 2024 filing.
Kaufman, Hall & Associates, LLC Retirement Plan and Trust vs the 2024 asset distribution
By assets, Kaufman, Hall & Associates, LLC Retirement Plan and Trust outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $149M |
|---|---|
| Net Assets (End of Year) | $165M |
| Net Income | $17M |
| Employer EIN | 472564584 |
| Plan Effective Date | 1985-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaufman, Hall & Associates, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 228 | $106M |
| 2023 | 1 | 474 | $149M |
| 2024 | 2 | 1,116 | $165M |
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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Kaufman, Hall & Associates, LLC Retirement Plan and Trust by total assets, not by location.
- Pennoni Associates Inc. 401(k)/Profit Sharing Plan (PA) $165M · 1,462
- Vitol Inc. 401(k) Plan (TX) $165M · 368
- Midwest Veterinary Partners 401(k) Plan (MI) $165M · 7,303
- Mcnaughton Mckay Electric Co. 401(k) & Profit Sharing Plan (MI) $165M · 1,840
Frequently Asked Questions
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Ways to act on Kaufman, Hall & Associates, LLC Retirement Plan and Trust's numbers.
- By total assets, Kaufman, Hall & Associates, LLC Retirement Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Kaufman, Hall & Associates, LLC's sponsor-wide assets have grown 55.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans