401(k) · DOL Form 5500 · 2023

The William Everett Group, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
131
Participants Small participant base
25th
Percentile by assets National rank
$8,952
Avg per participant Low balance/head
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Official DOL plan name: The William Everett Group, Inc. 401(k) Plan · Sponsored by The William Everett Group, Inc. · Illinois · Professional & Technical Services

$1M in assets, 131 participants

The William Everett Group, Inc.'s The William Everett Group, Inc. 401(k) Plan reported $1M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,140 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

The William Everett Group, Inc. 401(k) Plan covers 131 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $1M.

#4,140
in Professional & Technical Services (20,321 peers)
+61.8%
assets growth YoY

The William Everett Group, Inc. 401(k) Plan among the smaller filed plans by assets

The William Everett Group, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,172,772 25th percentile higher than 25% of 127,068 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 2023

The William Everett Group, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The William Everett Group, Inc. 401(k) Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The William Everett Group, Inc. 401(k) Plan reported net income rose from $128K in the plan year 2022 filing to $448K in the plan year 2023 filing.
  • The William Everett Group, Inc. 401(k) Plan end-of-year assets rose from $725K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The William Everett Group, Inc. 401(k) Plan reported participants rose from 96 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 261317039 · The William Everett Group, Inc. PY 2023 · 401(k)

The William Everett Group, Inc. 401(k) Plan · $1M · 131 · 25th

  • SCH $1M
  • SCH 131
  • SCH 25th
  • SCH 401(k)
  • SCH near Lake State Ventures, Inc. Retirement Plan
  • SCH ind #4140

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 Professional & Technical Services retirement plans → · Plans in Illinois →

The William Everett Group, Inc. 401(k) Plan in the asset neighbourhood

The William Everett Group, Inc. 401(k) PlanThe William Everett Group, I…$1MLake State Ventures, Inc. Retirement PlanLake State Ventures, Inc. Re…$1MMiller Kory Rowe, LLP 401(k) PlanMiller Kory Rowe, LLP 401(k)…$1MClay W. Balyeat Co., L.P.a. Profit Sharing PlanClay W. Balyeat Co., L.P.a. …$1MM. Neils Engineering, Inc. 401(k) PlanM. Neils Engineering, Inc. 4…$1M
End-of-year total assets ($M) among The William Everett Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$725K
Net Assets (End of Year)$1M
Net Income$448K
Employer EIN261317039
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The William Everett Group, Inc.)

Sponsor-wide plan assets over time

All The William Everett Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 61.830405192826746% vs 2022
2023 filing year
$0.6M$0.8M$1M$1.2M$1.4M 20222023 $0.72M $1.17M ▲ +62.5%
Year Plans Participants Total Assets
2022 1 96 $725K
2023 1 131 $1M

Nearby 401(k) Plans in Illinois

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

The William Everett Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants The William Everett Group, Inc. 401(k) Plan, Total assets ($B): 0.001172772 · Participants: 131The William Everett Group, Inc. 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
The William Everett Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The William Everett Group, Inc. 401(k) Plan side-by-side with 3 peers →

The William Everett Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Lake State Ventures, Inc. Retirement Plan in MI ($1M); by covered participants it is Hg Detroit Consult 401(k) Profit Plan & Trust in MI (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The William Everett Group, Inc. 401(k) Plan assets move in 2023? ▼
The William Everett Group, Inc. 401(k) Plan surged - up 61.8% during 2023, from $725K to $1M. Reported net income was $448K.
How have The William Everett Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The William Everett Group, Inc.'s sponsor-wide assets grew 61.8%, from $725K to $1M.
Where does The William Everett Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
The William Everett Group, Inc. 401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to The William Everett Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lake State Ventures, Inc. Retirement Plan in MI ($1M, 4 participants).
Which 401(k) plans cover a similar participant headcount to The William Everett Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hg Detroit Consult 401(k) Profit Plan & Trust in MI (131 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261317039.

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.