401(k) · DOL Form 5500 · 2024
Guggenheim Services, LLC 401(k) Plan
Data updated 2026-08-25
- $704M
- Total assets Above avg plan size
- 2,186
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $321,828
- Avg per participant High balance/head
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.
- #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.
- #8,225
- in Finance & Insurance (8,549 peers)
- +15.1%
- assets growth YoY
- 7.1×
- vs typical plan assets (national mean)
Guggenheim Services Retirement Savings Plan's outsized position by total assets
Guggenheim Services Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$703,515,887 Top 2% higher than 98% 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
Guggenheim Services Retirement Savings 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. Guggenheim Services Retirement Savings Plan lands in the large band (2,186 participants).
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.
Published 5500 schedule card
Filing strip 364464896 · Guggenheim Services, LLC PY 2024 · 401(k)
Guggenheim Services Retirement Savings Plan · $704M · 2,186 · 98th
- NET $704M
- BOOK 2,186
- VS-ST 98th
- BOY 401(k)
- SCH near Dolby Laboratories, Inc. Retirement Plan
- EBSA ind #8225
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 →
Guggenheim Services Retirement Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Guggenheim Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $704M 40.016043625331115% vs 2022
- 2024 filing year
| 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.
- 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
Guggenheim Services Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Dolby Laboratories, Inc. Retirement Plan in CA ($703M); by covered participants it is Dlh 401(k) Plan in GA (2,186 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($704M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,186 participants); asset peers above are excluded.
- Dlh 401(k) Plan (GA) 2,186 · 0 off
- Prestage Farms Employees 401(k) Profit Sharing Plan (NC) 2,185 · 1 off
- Grube, Inc. 401(k) Plan (OH) 2,187 · 1 off
- Wellpower 401(k) Savings and Retirement Plan (GA) 2,185 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.