401(k) · DOL Form 5500 · 2024

Planet Equity Group, LLC 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
2,115
Participants Near avg headcount
85th
Percentile by assets National rank
$25,224
Avg per participant Low balance/head
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Official DOL plan name: Planet Equity Group, LLC 401(k) Plan · Sponsored by Planet Equity Group, LLC · Illinois · Other Services

$53M in assets, 2,115 participants

Planet Equity Group, LLC's Planet Equity Group, LLC 401(k) Plan reported $53M in total assets and 2,115 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,196 in Other Services (7,719 peers)

Coverage in Illinois

Planet Equity Group, LLC 401(k) Plan covers 2,115 participants in Illinois, 2.7x the typical Illinois plan (state average ~779 per filing). Assets: $53M.

#7,196
in Other Services (7,719 peers)
+9.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Planet Equity Group, LLC 401(k) Plan's outsized position by total assets

Planet Equity Group, LLC 401(k) Plan vs every filed plan by assets

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

$53,349,447 Top 15% higher than 85% 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

Planet Equity Group, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Planet Equity Group, LLC 401(k) Plan lands in the large band (2,115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Planet Equity Group, LLC 401(k) Plan reported net income fell from $18M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Planet Equity Group, LLC 401(k) Plan reported participants fell from 2,847 in the plan year 2023 filing to 2,115 in the plan year 2024 filing.
  • Planet Equity Group, LLC 401(k) Plan end-of-year assets rose from $49M in the plan year 2023 filing to $53M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 461996256 · Planet Equity Group, LLC PY 2024 · 401(k)

Planet Equity Group, LLC 401(k) Plan · $53M · 2,115 · 85th

  • 5500 $53M
  • 5500 2,115
  • 5500 85th
  • 5500 401(k)
  • 5500 near Saunders Construction, Inc. 401(k) Plan
  • 5500 ind #7196

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 Other Services retirement plans → · Plans in Illinois →

Planet Equity Group, LLC 401(k) Plan in the asset neighbourhood

The National Football League Capital Accumulation PlanThe National Football League…$53MWright-Ryan Construction, Inc. Employee Stock Ownership 401(k) PlanWright-Ryan Construction, In…$53MPlanet Equity Group, LLC 401(k) PlanPlanet Equity Group, LLC 401…$53MSaunders Construction, Inc. 401(k) PlanSaunders Construction, Inc. …$53MPlaza Construction, LLC Employee Savings' PlanPlaza Construction, LLC Empl…$53M
End-of-year total assets ($M) among Planet Equity Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$53M
Net Income$4M
Employer EIN461996256
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planet Equity Group, LLC)

Sponsor-wide plan assets over time

All Planet Equity Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$53M 13.851056050448213% vs 2022
2024 filing year
$46M$48M$50M$52M$54M 202220232024 $46.9M $53.4M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 3,287 $47M
2023 1 2,847 $49M
2024 1 2,115 $53M

Nearby 401(k) Plans in Illinois

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

Planet Equity Group, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Planet Equity Group, LLC 401(k) Plan, Total assets ($B): 0.053349447 · Participants: 2115Planet Equity Group, LLC 401(k) 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
Planet Equity Group, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Planet Equity Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Saunders Construction, Inc. 401(k) Plan in CO ($53M); by covered participants it is Supplyone 401(k) Plan in PA (2,115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,115 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 Planet Equity Group, LLC 401(k) Plan assets move in 2024?
Planet Equity Group, LLC 401(k) Plan grew at a solid clip - up 9.0% during 2024, from $49M to $53M. Reported net income was $4M.
How have Planet Equity Group, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Planet Equity Group, LLC's sponsor-wide assets grew 13.9%, from $47M to $53M.
Where does Planet Equity Group, LLC 401(k) Plan rank by assets among Form 5500 filers?
Planet Equity Group, LLC 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Planet Equity Group, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Saunders Construction, Inc. 401(k) Plan in CO ($53M, 408 participants).
Which 401(k) plans cover a similar participant headcount to Planet Equity Group, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Supplyone 401(k) Plan in PA (2,115 participants, $120M in assets).