401(k) · DOL Form 5500 · 2024

R.W. Troxell & Company 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
100
Participants Small participant base
68th
Percentile by assets National rank
$178,572
Avg per participant Above avg balance/head
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Official DOL plan name: R.W. Troxell & Company 401(k) Profit Sharing Plan · Sponsored by R.W. Troxell & Company · Illinois · Finance & Insurance

$18M in assets, 100 participants

R.W. Troxell & Company's R.W. Troxell & Company 401(k) Profit Sharing Plan reported $18M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,485 in Finance & Insurance (8,549 peers)

Coverage in Illinois

R.W. Troxell & Company 401(k) Profit Sharing Plan covers 100 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $18M.

#4,485
in Finance & Insurance (8,549 peers)
+12.7%
assets growth YoY

R.W. Troxell & Company 401(k) Profit Sharing Plan's outsized position by total assets

R.W. Troxell & Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,857,179 Top 32% higher than 68% 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

R.W. Troxell & Company 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R.W. Troxell & Company 401(k) Profit Sharing Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • R.W. Troxell & Company 401(k) Profit Sharing Plan reported net income rose from $822K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • R.W. Troxell & Company 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • R.W. Troxell & Company 401(k) Profit Sharing Plan reported participants fell from 103 in the plan year 2023 filing to 100 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 370902741 · R.W. Troxell & Company PY 2024 · 401(k)

R.W. Troxell & Company 401(k) Profit Sharing Plan · $18M · 100 · 68th

  • NET $18M
  • NET 100
  • NET 68th
  • NET 401(k)
  • NET near Winxnet 401(k) Plan
  • NET ind #4485

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 →

R.W. Troxell & Company 401(k) Profit Sharing Plan in the asset neighbourhood

R.W. Troxell & Company 401(k) Profit Sharing PlanR.W. Troxell & Company 401(k…$18MWinxnet 401(k) Plan$18MCjl Engineering 401(k) Profit Sharing PlanCjl Engineering 401(k) Profi…$18MQualified Plan Advisors Pooled Employer PlanQualified Plan Advisors Pool…$18MLti Technology Solutions 401(k) Profit Sharing Plan & TrustLti Technology Solutions 401…$18M
End-of-year total assets ($M) among R.W. Troxell & Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN370902741
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R.W. Troxell & Company)

Sponsor-wide plan assets over time

All R.W. Troxell & Company plans reported in each filing year

Latest sponsor-wide plan assets
$18M 18.891430581735925% vs 2022
2024 filing year
$14M$15M$16M$17M$18M$19M 202220232024 $15M $17.9M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 96 $15M
2023 1 103 $16M
2024 1 100 $18M

Nearby 401(k) Plans in Illinois

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

R.W. Troxell & Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants R.W. Troxell & Company 401(k) Profit Sharing Plan, Total assets ($B): 0.017857179 · Participants: 100R.W. Troxell & Company 401(k) Profit Sharing 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
R.W. Troxell & Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare R.W. Troxell & Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

R.W. Troxell & Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Winxnet 401(k) Plan in OH ($18M); by covered participants it is Controltek 401(k) Profit Sharing Plan in WA (100 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (100 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 R.W. Troxell & Company 401(k) Profit Sharing Plan assets move in 2024? ▼
R.W. Troxell & Company 401(k) Profit Sharing Plan grew at a solid clip - up 12.7% during 2024, from $16M to $18M. Reported net income was $2M.
How have R.W. Troxell & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R.W. Troxell & Company's sponsor-wide assets grew 18.9%, from $15M to $18M.
Which 401(k) plans are similar in size to R.W. Troxell & Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Winxnet 401(k) Plan in OH ($18M, 295 participants).
Which 401(k) plans cover a similar participant headcount to R.W. Troxell & Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Controltek 401(k) Profit Sharing Plan in WA (100 participants, N/A 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 370902741.

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.