401(k) · DOL Form 5500 · 2024
Topel Forman, L.L.C. 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 148
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $221,839
- Avg per participant Above avg balance/head
Official DOL plan name: Topel Forman, L.L.C. Employees' Savings Opportunity Plan · Sponsored by Topel Forman, L.L.C. · Illinois · Professional & Technical Services
$33M in assets, 148 participants
Topel Forman, L.L.C.'s Topel Forman, L.L.C. Employees' Savings Opportunity Plan reported $33M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #15,916 in Professional & Technical Services (20,173 peers)
Coverage in Illinois
Topel Forman, L.L.C. Employees' Savings Opportunity Plan covers 148 participants in Illinois, about 19% of the average Illinois filer (state average ~779 per filing). Assets: $33M.
- #15,916
- in Professional & Technical Services (20,173 peers)
- +25.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Topel Forman, L.L.C. Employees' Savings Opportunity Plan's outsized position by total assets
Topel Forman, L.L.C. Employees' Savings Opportunity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,832,135 Top 21% higher than 79% 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
Topel Forman, L.L.C. Employees' Savings Opportunity 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. Topel Forman, L.L.C. Employees' Savings Opportunity Plan sits mid-pack in the medium band (148 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Topel Forman, L.L.C. Employees' Savings Opportunity Plan end-of-year assets rose from $26M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Topel Forman, L.L.C. Employees' Savings Opportunity Plan reported participants rose from 130 in the plan year 2023 filing to 148 in the plan year 2024 filing.
- Topel Forman, L.L.C. Employees' Savings Opportunity Plan reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 362469413 · Topel Forman, L.L.C. PY 2024 · 401(k)
Topel Forman, L.L.C. Employees' Savings Opportunity Plan · $33M · 148 · 79th
- PHOTO $33M
- PHOTO 148
- PHOTO 79th
- PHOTO 401(k)
- PHOTO near Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust
- PHOTO ind #15916
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 →
Topel Forman, L.L.C. Employees' Savings Opportunity Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $7M |
| Employer EIN | 362469413 |
| Plan Effective Date | 1984-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Topel Forman, L.L.C.)
Sponsor-wide plan assets over time
All Topel Forman, L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 68.82921646688985% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $19M |
| 2023 | 1 | 130 | $26M |
| 2024 | 1 | 148 | $33M |
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
Topel Forman, L.L.C. Employees' Savings Opportunity Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust in MT ($33M); by covered participants it is Contentful 401(k) Plan in CO (148 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust (MT) $33M · 125
- Echo Maintenance 401(k) Plan (TX) $33M · 1,564
- Horizon Eye Care, P.a. 401(k) Profit Sharing Plan (NC) $33M · 256
- Brillio 401(k) Plan (NJ) $33M · 649
Similar participant headcount
Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.
- Contentful 401(k) Plan (CO) 148 · 0 off
- 401(k) Savings Plan for Peter Marino Architects (NY) 148 · 0 off
- Woodpeckers LLC 401(k) Plan (OH) 148 · 0 off
- Dee King Trucking 401(k) Plan (TX) 148 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.