Profit Sharing · DOL Form 5500 · 2024
PLANPILOT Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 47th
- Percentile by assets National rank
Official DOL plan name: The 403(b) Pep · Sponsored by PLANPILOT · Illinois · Finance & Insurance
$6M in assets, N/A participants
PLANPILOT's The 403(b) Pep reported $6M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #2,737 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
The 403(b) Pep holds $6M for N/A participants, in the lower half of filed plans by assets.
- #2,737
- in Finance & Insurance (8,549 peers)
- $15K
- reported net income
The 403(b) Pep's mid-pack asset rank among Finance & Insurance and all filers
The 403(b) Pep vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,459,947 47th percentile higher than 47% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
DOL schedule card
Filing strip 454168388 · PLANPILOT PY 2024 · Profit Sharing
The 403(b) Pep · $6M · N/A · 47th
- BOY $6M
- SCH N/A
- EBSA 47th
- PART Profit Sharing
- TYPE near Farmers Feed Mill, Inc. Employees Profit Sharing Plan
- NET ind #2737
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 →
The 403(b) Pep in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $15K |
| Employer EIN | 454168388 |
| Plan Effective Date | 2024-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.8B · 18,584
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.5B · 24,278
- Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $2.0B · 15,593
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.4B · 16,059
The 403(b) Pep's closest out-of-state Profit Sharing peers by assets
Outside Illinois, the nearest Profit Sharing by end-of-year assets is Farmers Feed Mill, Inc. Employees Profit Sharing Plan in KY at $6M (this filing: $6M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.