401(k) · DOL Form 5500 · 2024
Guggenheim Services, LLC 401(k) Plan
Data updated 2026-08-11
- $704M
- Total assets
- 2,186
- Participants
- 98th
- Percentile by assets
- $321,828
- Avg per participant
Official DOL plan name: Guggenheim Services Retirement Savings Plan · Sponsored by Guggenheim Services, LLC · Illinois · Finance & Insurance
$704M in assets, 2,186 participants
Guggenheim Services, LLC's Guggenheim Services Retirement Savings Plan reported $704M in total assets and 2,186 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 123,622 plans)
- #8,225 in Finance & Insurance (8,549 peers)
Coverage in Illinois
Guggenheim Services Retirement Savings Plan covers 2,186 participants in Illinois, 2.8x the typical Illinois plan (state average ~779 per filing). Assets: $704M.
- $704M
- total plan assets (2024 EOY)
- 2,186
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $321,828
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Guggenheim Services Retirement Savings Plan reported net income fell from $109M in the plan year 2023 filing to $92M in the plan year 2024 filing.
- Guggenheim Services Retirement Savings Plan end-of-year assets rose from $611M in the plan year 2023 filing to $704M in the plan year 2024 filing.
- Guggenheim Services Retirement Savings Plan reported participants rose from 2,123 in the plan year 2023 filing to 2,186 in the plan year 2024 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Guggenheim Services Retirement Savings Plan reports 2,186 participants - 2.8x that state average ($704M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $611M |
|---|---|
| Net Assets (End of Year) | $704M |
| Net Income | $92M |
| Employer EIN | 364464896 |
| Plan Effective Date | 1996-04-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Guggenheim Services, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,073 | $502M |
| 2023 | 1 | 2,123 | $611M |
| 2024 | 1 | 2,186 | $704M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Guggenheim Services Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Guggenheim Services Retirement Savings Plan by total assets, not by location.
- Dolby Laboratories, Inc. Retirement Plan (CA) $703M · 1,081
- Prysmian Group 401(k) Plan (KY) $703M · 5,275
- Blue Yonder, Inc. 401(k) Plan (AZ) $704M · 1,237
- Hgv Retirement Savings Plan (FL) $706M · 11,773
Frequently Asked Questions
How did Guggenheim Services Retirement Savings Plan assets move in 2024? ▼
How have Guggenheim Services, LLC plan assets changed over time? ▼
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Filing takeaways
Ways to act on Guggenheim Services Retirement Savings Plan's numbers.
- By total assets, Guggenheim Services Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Guggenheim Services, LLC's sponsor-wide assets have grown 40.0% since 2022 across 3 plan years on file. More Finance & Insurance plans