Hennessy & Roach PC.
Plan context: Hennessy & Roach 401K Savings Plan
EIN 36-3883812 • Chicago, IL • 38 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
153
2025 Assets
$26,733,009
2025 Contributions
$1,911,119
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 153 | $0 | $0 | - |
| Hennessy & Roach PC Welfare Benefit Plan | - | 153 | - | - | - |
| 2024 | 2 | 171 | $26,733,009 | $1,911,119 | $11,176iApproximate average salary by contribution assumption: employee only about $279,403 at 4% or $186,269 at 6%; with 50% employer match about $186,269 at 4% or $124,179 at 6%; with 100% employer match about $139,702 at 4% or $93,134 at 6%. |
| Hennessy & Roach 401K Savings Plan | - | 168 | $26,733,009 | $1,911,119 | $11,376iApproximate average salary by contribution assumption: employee only about $284,393 at 4% or $189,595 at 6%; with 50% employer match about $189,595 at 4% or $126,397 at 6%; with 100% employer match about $142,196 at 4% or $94,798 at 6%. |
| Hennessy & Roach PC Welfare Benefit Plan | - | 171 | - | - | - |
| 2023 | 2 | 165 | $23,853,156 | $1,791,808 | $10,859iApproximate average salary by contribution assumption: employee only about $271,486 at 4% or $180,991 at 6%; with 50% employer match about $180,991 at 4% or $120,660 at 6%; with 100% employer match about $135,743 at 4% or $90,495 at 6%. |
| Hennessy & Roach 401K Savings Plan | - | 165 | $23,853,156 | $1,791,808 | $10,859iApproximate average salary by contribution assumption: employee only about $271,486 at 4% or $180,991 at 6%; with 50% employer match about $180,991 at 4% or $120,660 at 6%; with 100% employer match about $135,743 at 4% or $90,495 at 6%. |
| Hennessy & Roach PC Welfare Benefit Plan | - | 124 | - | - | - |
| 2022 | 2 | 149 | $19,554,170 | $1,702,970 | $11,429iApproximate average salary by contribution assumption: employee only about $285,733 at 4% or $190,489 at 6%; with 50% employer match about $190,489 at 4% or $126,993 at 6%; with 100% employer match about $142,867 at 4% or $95,244 at 6%. |
| Hennessy & Roach 401K Savings Plan | - | 149 | $19,554,170 | $1,702,970 | $11,429iApproximate average salary by contribution assumption: employee only about $285,733 at 4% or $190,489 at 6%; with 50% employer match about $190,489 at 4% or $126,993 at 6%; with 100% employer match about $142,867 at 4% or $95,244 at 6%. |
| Hennessy & Roach PC Welfare Benefit Plan | - | 119 | - | - | - |
| 2021 | 2 | 139 | $22,470,099 | $1,465,068 | $10,540iApproximate average salary by contribution assumption: employee only about $263,501 at 4% or $175,668 at 6%; with 50% employer match about $175,668 at 4% or $117,112 at 6%; with 100% employer match about $131,751 at 4% or $87,834 at 6%. |
| Hennessy & Roach 401K Savings Plan | - | 139 | $22,470,099 | $1,465,068 | $10,540iApproximate average salary by contribution assumption: employee only about $263,501 at 4% or $175,668 at 6%; with 50% employer match about $175,668 at 4% or $117,112 at 6%; with 100% employer match about $131,751 at 4% or $87,834 at 6%. |
| Hennessy & Roach PC Welfare Benefit Plan | - | 101 | - | - | - |
| 2020 | 2 | 147 | $19,059,133 | $1,429,089 | $9,722iApproximate average salary by contribution assumption: employee only about $243,042 at 4% or $162,028 at 6%; with 50% employer match about $162,028 at 4% or $108,019 at 6%; with 100% employer match about $121,521 at 4% or $81,014 at 6%. |
| Hennessy & Roach 401K Savings Plan | - | 147 | $19,059,133 | $1,429,089 | $9,722iApproximate average salary by contribution assumption: employee only about $243,042 at 4% or $162,028 at 6%; with 50% employer match about $162,028 at 4% or $108,019 at 6%; with 100% employer match about $121,521 at 4% or $81,014 at 6%. |
| Hennessy & Roach PC Welfare Benefit Plan | - | 135 | - | - | - |
| 2019 | 2 | 140 | $15,820,566 | $1,921,057 | $13,722iApproximate average salary by contribution assumption: employee only about $343,046 at 4% or $228,697 at 6%; with 50% employer match about $228,697 at 4% or $152,465 at 6%; with 100% employer match about $171,523 at 4% or $114,349 at 6%. |
| Hennessy & Roach 401K Savings Plan | - | 140 | $15,820,566 | $1,921,057 | $13,722iApproximate average salary by contribution assumption: employee only about $343,046 at 4% or $228,697 at 6%; with 50% employer match about $228,697 at 4% or $152,465 at 6%; with 100% employer match about $171,523 at 4% or $114,349 at 6%. |
| Hennessy & Roach PC Welfare Benefit Plan | - | 134 | - | - | - |
| 2018 | 2 | 125 | $11,725,801 | $1,208,741 | $9,670iApproximate average salary by contribution assumption: employee only about $241,748 at 4% or $161,165 at 6%; with 50% employer match about $161,165 at 4% or $107,444 at 6%; with 100% employer match about $120,874 at 4% or $80,583 at 6%. |
| Hennessy & Roach 401K Savings Plan | - | 125 | $11,725,801 | $1,208,741 | $9,670iApproximate average salary by contribution assumption: employee only about $241,748 at 4% or $161,165 at 6%; with 50% employer match about $161,165 at 4% or $107,444 at 6%; with 100% employer match about $120,874 at 4% or $80,583 at 6%. |
| Hennessy & Roach PC Welfare Benefit Plan | - | 115 | - | - | - |
| 2017 | 2 | 115 | $11,552,123 | $1,106,836 | $9,625iApproximate average salary by contribution assumption: employee only about $240,617 at 4% or $160,411 at 6%; with 50% employer match about $160,411 at 4% or $106,941 at 6%; with 100% employer match about $120,308 at 4% or $80,206 at 6%. |
| Hennessy & Roach 401K Savings Plan | - | 115 | $11,552,123 | $1,106,836 | $9,625iApproximate average salary by contribution assumption: employee only about $240,617 at 4% or $160,411 at 6%; with 50% employer match about $160,411 at 4% or $106,941 at 6%; with 100% employer match about $120,308 at 4% or $80,206 at 6%. |
| Hennessy & Roach PC Welfare Benefit Plan | - | 109 | - | - | - |
| 2016 | 2 | 104 | $9,191,438 | $1,025,181 | $9,858iApproximate average salary by contribution assumption: employee only about $246,438 at 4% or $164,292 at 6%; with 50% employer match about $164,292 at 4% or $109,528 at 6%; with 100% employer match about $123,219 at 4% or $82,146 at 6%. |
| Hennessy & Roach 401K Savings Plan | - | 102 | $9,191,438 | $1,025,181 | $10,051iApproximate average salary by contribution assumption: employee only about $251,270 at 4% or $167,513 at 6%; with 50% employer match about $167,513 at 4% or $111,675 at 6%; with 100% employer match about $125,635 at 4% or $83,757 at 6%. |
| Hennessy & Roach PC Welfare Benefit Plan | - | 104 | - | - | - |
| 2015 | 2 | 105 | $7,880,630 | $880,955 | $8,390iApproximate average salary by contribution assumption: employee only about $209,751 at 4% or $139,834 at 6%; with 50% employer match about $139,834 at 4% or $93,223 at 6%; with 100% employer match about $104,876 at 4% or $69,917 at 6%. |
| Hennessy & Roach 401K Savings Plan | - | 105 | $7,880,630 | $880,955 | $8,390iApproximate average salary by contribution assumption: employee only about $209,751 at 4% or $139,834 at 6%; with 50% employer match about $139,834 at 4% or $93,223 at 6%; with 100% employer match about $104,876 at 4% or $69,917 at 6%. |
| Hennessy & Roach PC Welfare Benefit Plan | - | 95 | - | - | - |
| 2014 | 2 | 198 | $7,265,596 | $866,236 | $4,375iApproximate average salary by contribution assumption: employee only about $109,373 at 4% or $72,915 at 6%; with 50% employer match about $72,915 at 4% or $48,610 at 6%; with 100% employer match about $54,687 at 4% or $36,458 at 6%. |
| Hennessy & Roach 401K Savings Plan | - | 112 | $7,265,596 | $866,236 | $7,734iApproximate average salary by contribution assumption: employee only about $193,356 at 4% or $128,904 at 6%; with 50% employer match about $128,904 at 4% or $85,936 at 6%; with 100% employer match about $96,678 at 4% or $64,452 at 6%. |
| Hennessy & Roach PC Welfare Benefit Plan | - | 198 | - | - | - |
| 2013 | 2 | 213 | $6,240,478 | $715,313 | $3,358iApproximate average salary by contribution assumption: employee only about $83,957 at 4% or $55,971 at 6%; with 50% employer match about $55,971 at 4% or $37,314 at 6%; with 100% employer match about $41,978 at 4% or $27,986 at 6%. |
| Hennessy & Roach 401K Savings Plan | - | 98 | $6,240,478 | $715,313 | $7,299iApproximate average salary by contribution assumption: employee only about $182,478 at 4% or $121,652 at 6%; with 50% employer match about $121,652 at 4% or $81,101 at 6%; with 100% employer match about $91,239 at 4% or $60,826 at 6%. |
| Hennessy & Roach PC Welfare Benefit Plan | - | 213 | - | - | - |
| 2012 | 2 | 181 | $4,804,056 | $678,464 | $3,748iApproximate average salary by contribution assumption: employee only about $93,710 at 4% or $62,474 at 6%; with 50% employer match about $62,474 at 4% or $41,649 at 6%; with 100% employer match about $46,855 at 4% or $31,237 at 6%. |
| Hennessy & Roach 401K Savings Plan | - | 88 | $4,804,056 | $678,464 | $7,710iApproximate average salary by contribution assumption: employee only about $192,745 at 4% or $128,497 at 6%; with 50% employer match about $128,497 at 4% or $85,665 at 6%; with 100% employer match about $96,373 at 4% or $64,248 at 6%. |
| Hennessy & Roach PC Welfare Benefit Plan | - | 181 | - | - | - |
| 2011 | 1 | 79 | $3,754,951 | $667,447 | $8,449iApproximate average salary by contribution assumption: employee only about $211,217 at 4% or $140,812 at 6%; with 50% employer match about $140,812 at 4% or $93,874 at 6%; with 100% employer match about $105,609 at 4% or $70,406 at 6%. |
| Hennessy & Roach 401K Savings Plan | - | 79 | $3,754,951 | $667,447 | $8,449iApproximate average salary by contribution assumption: employee only about $211,217 at 4% or $140,812 at 6%; with 50% employer match about $140,812 at 4% or $93,874 at 6%; with 100% employer match about $105,609 at 4% or $70,406 at 6%. |
| 2010 | 1 | 71 | $3,468,719 | $668,938 | $9,422iApproximate average salary by contribution assumption: employee only about $235,542 at 4% or $157,028 at 6%; with 50% employer match about $157,028 at 4% or $104,685 at 6%; with 100% employer match about $117,771 at 4% or $78,514 at 6%. |
| Hennessy & Roach 401K Savings Plan | - | 71 | $3,468,719 | $668,938 | $9,422iApproximate average salary by contribution assumption: employee only about $235,542 at 4% or $157,028 at 6%; with 50% employer match about $157,028 at 4% or $104,685 at 6%; with 100% employer match about $117,771 at 4% or $78,514 at 6%. |
| 2009 | 1 | 67 | $2,473,567 | $534,310 | $7,975iApproximate average salary by contribution assumption: employee only about $199,369 at 4% or $132,913 at 6%; with 50% employer match about $132,913 at 4% or $88,609 at 6%; with 100% employer match about $99,685 at 4% or $66,456 at 6%. |
| Hennessy & Roach 401K Savings Plan | - | 67 | $2,473,567 | $534,310 | $7,975iApproximate average salary by contribution assumption: employee only about $199,369 at 4% or $132,913 at 6%; with 50% employer match about $132,913 at 4% or $88,609 at 6%; with 100% employer match about $99,685 at 4% or $66,456 at 6%. |
| 2008 | 1 | 67 | $0 | $0 | - |
| Hennessy & Roach 401K Savings Plan | - | 67 | - | - | - |
| 2006 | 1 | 44 | $1,433,777 | $311,866 | $7,088iApproximate average salary by contribution assumption: employee only about $177,197 at 4% or $118,131 at 6%; with 50% employer match about $118,131 at 4% or $78,754 at 6%; with 100% employer match about $88,598 at 4% or $59,066 at 6%. |
| Hennessy & Roach 401K Savings Plan | - | 44 | $1,433,777 | $311,866 | $7,088iApproximate average salary by contribution assumption: employee only about $177,197 at 4% or $118,131 at 6%; with 50% employer match about $118,131 at 4% or $78,754 at 6%; with 100% employer match about $88,598 at 4% or $59,066 at 6%. |
| 2005 | 1 | 42 | $1,062,325 | $224,811 | $5,353iApproximate average salary by contribution assumption: employee only about $133,816 at 4% or $89,211 at 6%; with 50% employer match about $89,211 at 4% or $59,474 at 6%; with 100% employer match about $66,908 at 4% or $44,605 at 6%. |
| Hennessy & Roach 401K Savings Plan | - | 42 | $1,062,325 | $224,811 | $5,353iApproximate average salary by contribution assumption: employee only about $133,816 at 4% or $89,211 at 6%; with 50% employer match about $89,211 at 4% or $59,474 at 6%; with 100% employer match about $66,908 at 4% or $44,605 at 6%. |
| 2004 | 1 | 37 | $859,318 | $243,239 | $6,574iApproximate average salary by contribution assumption: employee only about $164,351 at 4% or $109,567 at 6%; with 50% employer match about $109,567 at 4% or $73,045 at 6%; with 100% employer match about $82,175 at 4% or $54,784 at 6%. |
| Hennessy & Roach 401K Savings Plan | - | 37 | $859,318 | $243,239 | $6,574iApproximate average salary by contribution assumption: employee only about $164,351 at 4% or $109,567 at 6%; with 50% employer match about $109,567 at 4% or $73,045 at 6%; with 100% employer match about $82,175 at 4% or $54,784 at 6%. |
| 2003 | 1 | 35 | $653,274 | $164,809 | $4,709iApproximate average salary by contribution assumption: employee only about $117,721 at 4% or $78,480 at 6%; with 50% employer match about $78,480 at 4% or $52,320 at 6%; with 100% employer match about $58,860 at 4% or $39,240 at 6%. |
| Hennessy & Roach 401K Savings Plan | - | 35 | $653,274 | $164,809 | $4,709iApproximate average salary by contribution assumption: employee only about $117,721 at 4% or $78,480 at 6%; with 50% employer match about $78,480 at 4% or $52,320 at 6%; with 100% employer match about $58,860 at 4% or $39,240 at 6%. |
| 2001 | 1 | 24 | $0 | $0 | - |
| Hennessy & Roach 401K Savings Plan | - | 24 | - | - | - |
| 2000 | 1 | 13 | $0 | $0 | - |
| Hennessy & Roach 401K Savings Plan | - | 13 | - | - | - |
| 1999 | 1 | 14 | $224,086 | $91,452 | $6,532iApproximate average salary by contribution assumption: employee only about $163,307 at 4% or $108,871 at 6%; with 50% employer match about $108,871 at 4% or $72,581 at 6%; with 100% employer match about $81,654 at 4% or $54,436 at 6%. |
| Hennessy & Roach 401K Savings Plan | - | 14 | $224,086 | $91,452 | $6,532iApproximate average salary by contribution assumption: employee only about $163,307 at 4% or $108,871 at 6%; with 50% employer match about $108,871 at 4% or $72,581 at 6%; with 100% employer match about $81,654 at 4% or $54,436 at 6%. |