401(k) · DOL Form 5500 · 2024
Kaufman, Hall & Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $165M
- Total assets Near avg plan size
- 532
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $310,867
- Avg per participant High balance/head
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.
- #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.
- #19,065
- in Professional & Technical Services (20,173 peers)
- +11.2%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Kaufman, Hall & Associates, LLC Retirement Plan and Trust's outsized position 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
Kaufman, Hall & Associates, LLC Retirement Plan and Trust 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. Kaufman, Hall & Associates, LLC Retirement Plan and Trust sits mid-pack in the medium band (532 participants).
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.
Form 5500 schedule snapshot
Filing strip 472564584 · Kaufman, Hall & Associates, LLC PY 2024 · 401(k)
Kaufman, Hall & Associates, LLC Retirement Plan and Trust · $165M · 532 · 93rd
- ASSETS $165M
- ASSETS 532
- ASSETS 93rd
- ASSETS 401(k)
- ASSETS near Pennoni Associates Inc. 401(k)/Profit Sharing Plan
- ASSETS ind #19065
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 →
Kaufman, Hall & Associates, LLC Retirement Plan and Trust in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Kaufman, Hall & Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $165M 55.35773594910719% vs 2022
- 2024 filing year
| 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
Kaufman, Hall & Associates, LLC Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Pennoni Associates Inc. 401(k)/Profit Sharing Plan in PA ($165M); by covered participants it is Design Ready Controls, Inc. 401(k) Plan in MN (532 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($165M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (532 participants); asset peers above are excluded.
- Design Ready Controls, Inc. 401(k) Plan (MN) 532 · 0 off
- Gunther Motor Company 401(k) Plan (FL) 532 · 0 off
- Contactus 401(k) Plan (OH) 532 · 0 off
- Infinite Campus, Inc. Employees Savings Trust (MN) 532 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.