Civic Intelligence

Heitman Financial LLC

Plan context: Heitman Employees Advantage Retirement Plan

EIN 36-4263867 • Chicago, IL • 51 filings • 6 plans

191 N Wacker Dr Ste 2500Chicago, IL 60606-1885
Current Snapshot

Latest Year

2024

2024 Participants

298

2024 Assets

$90,929,129

2024 Contributions

$6,153,523

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$90,929,129$45,464,565$0200020122024YearValue
$90,929,129Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

4342170199920122024YearValue
298Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242298$90,929,129$6,153,523$20,649iApproximate average salary by contribution assumption: employee only about $516,235 at 4% or $344,157 at 6%; with 50% employer match about $344,157 at 4% or $229,438 at 6%; with 100% employer match about $258,118 at 4% or $172,078 at 6%.
Heitman Employees Advantage Retirement Plan-298$90,929,129$6,153,523$20,649iApproximate average salary by contribution assumption: employee only about $516,235 at 4% or $344,157 at 6%; with 50% employer match about $344,157 at 4% or $229,438 at 6%; with 100% employer match about $258,118 at 4% or $172,078 at 6%.
Heitman Financial Employee Benefit Insurance Plan-296---
20232309$78,714,990$6,769,623$21,908iApproximate average salary by contribution assumption: employee only about $547,704 at 4% or $365,136 at 6%; with 50% employer match about $365,136 at 4% or $243,424 at 6%; with 100% employer match about $273,852 at 4% or $182,568 at 6%.
Heitman Employees Advantage Retirement Plan-309$78,714,990$6,769,623$21,908iApproximate average salary by contribution assumption: employee only about $547,704 at 4% or $365,136 at 6%; with 50% employer match about $365,136 at 4% or $243,424 at 6%; with 100% employer match about $273,852 at 4% or $182,568 at 6%.
Heitman Financial Employee Benefit Insurance Plan-308---
20222307$65,719,236$5,738,445$18,692iApproximate average salary by contribution assumption: employee only about $467,300 at 4% or $311,533 at 6%; with 50% employer match about $311,533 at 4% or $207,689 at 6%; with 100% employer match about $233,650 at 4% or $155,767 at 6%.
Heitman Employees Advantage Retirement Plan-307$65,719,236$5,738,445$18,692iApproximate average salary by contribution assumption: employee only about $467,300 at 4% or $311,533 at 6%; with 50% employer match about $311,533 at 4% or $207,689 at 6%; with 100% employer match about $233,650 at 4% or $155,767 at 6%.
Heitman Financial Employee Benefit Insurance Plan-300---
20212283$76,893,182$5,272,017$18,629iApproximate average salary by contribution assumption: employee only about $465,726 at 4% or $310,484 at 6%; with 50% employer match about $310,484 at 4% or $206,989 at 6%; with 100% employer match about $232,863 at 4% or $155,242 at 6%.
Heitman Employees Advantage Retirement Plan-283$76,893,182$5,272,017$18,629iApproximate average salary by contribution assumption: employee only about $465,726 at 4% or $310,484 at 6%; with 50% employer match about $310,484 at 4% or $206,989 at 6%; with 100% employer match about $232,863 at 4% or $155,242 at 6%.
Heitman Financial Employee Benefit Insurance Plan-282---
20202284$65,990,478$4,884,637$17,199iApproximate average salary by contribution assumption: employee only about $429,986 at 4% or $286,657 at 6%; with 50% employer match about $286,657 at 4% or $191,105 at 6%; with 100% employer match about $214,993 at 4% or $143,329 at 6%.
Heitman Employees Advantage Retirement Plan-280$65,990,478$4,884,637$17,445iApproximate average salary by contribution assumption: employee only about $436,128 at 4% or $290,752 at 6%; with 50% employer match about $290,752 at 4% or $193,835 at 6%; with 100% employer match about $218,064 at 4% or $145,376 at 6%.
Heitman Financial Employee Benefit Insurance Plan-284---
20192278$55,729,615$4,780,622$17,196iApproximate average salary by contribution assumption: employee only about $429,912 at 4% or $286,608 at 6%; with 50% employer match about $286,608 at 4% or $191,072 at 6%; with 100% employer match about $214,956 at 4% or $143,304 at 6%.
Heitman Employees Advantage Retirement Plan-272$55,729,615$4,780,622$17,576iApproximate average salary by contribution assumption: employee only about $439,395 at 4% or $292,930 at 6%; with 50% employer match about $292,930 at 4% or $195,287 at 6%; with 100% employer match about $219,698 at 4% or $146,465 at 6%.
Heitman Financial Employee Benefit Insurance Plan-278---
20182272$44,157,229$3,888,433$14,296iApproximate average salary by contribution assumption: employee only about $357,393 at 4% or $238,262 at 6%; with 50% employer match about $238,262 at 4% or $158,841 at 6%; with 100% employer match about $178,696 at 4% or $119,131 at 6%.
Heitman Employees Advantage Retirement Plan-253$44,157,229$3,888,433$15,369iApproximate average salary by contribution assumption: employee only about $384,233 at 4% or $256,155 at 6%; with 50% employer match about $256,155 at 4% or $170,770 at 6%; with 100% employer match about $192,116 at 4% or $128,078 at 6%.
Heitman Financial Employee Benefit Insurance Plan-272---
20172287$49,007,052$3,882,226$13,527iApproximate average salary by contribution assumption: employee only about $338,173 at 4% or $225,449 at 6%; with 50% employer match about $225,449 at 4% or $150,299 at 6%; with 100% employer match about $169,086 at 4% or $112,724 at 6%.
Heitman Employees Advantage Retirement Plan-287$49,007,052$3,882,226$13,527iApproximate average salary by contribution assumption: employee only about $338,173 at 4% or $225,449 at 6%; with 50% employer match about $225,449 at 4% or $150,299 at 6%; with 100% employer match about $169,086 at 4% or $112,724 at 6%.
Heitman Financial Employee Benefit Insurance Plan-240---
20162265$40,866,429$3,462,971$13,068iApproximate average salary by contribution assumption: employee only about $326,695 at 4% or $217,797 at 6%; with 50% employer match about $217,797 at 4% or $145,198 at 6%; with 100% employer match about $163,348 at 4% or $108,898 at 6%.
Heitman Employees Advantage Retirement Plan-265$40,866,429$3,462,971$13,068iApproximate average salary by contribution assumption: employee only about $326,695 at 4% or $217,797 at 6%; with 50% employer match about $217,797 at 4% or $145,198 at 6%; with 100% employer match about $163,348 at 4% or $108,898 at 6%.
Heitman Financial Employee Benefit Insurance Plan-240---
20152255$35,576,512$2,972,101$11,655iApproximate average salary by contribution assumption: employee only about $291,382 at 4% or $194,255 at 6%; with 50% employer match about $194,255 at 4% or $129,503 at 6%; with 100% employer match about $145,691 at 4% or $97,127 at 6%.
Heitman Employees Advantage Retirement Plan-255$35,576,512$2,972,101$11,655iApproximate average salary by contribution assumption: employee only about $291,382 at 4% or $194,255 at 6%; with 50% employer match about $194,255 at 4% or $129,503 at 6%; with 100% employer match about $145,691 at 4% or $97,127 at 6%.
Heitman Financial Employee Benefit Insurance Plan-242---
20142240$34,428,477$2,504,243$10,434iApproximate average salary by contribution assumption: employee only about $260,859 at 4% or $173,906 at 6%; with 50% employer match about $173,906 at 4% or $115,937 at 6%; with 100% employer match about $130,429 at 4% or $86,953 at 6%.
Heitman Employees Advantage Retirement Plan-238$34,428,477$2,504,243$10,522iApproximate average salary by contribution assumption: employee only about $263,051 at 4% or $175,367 at 6%; with 50% employer match about $175,367 at 4% or $116,911 at 6%; with 100% employer match about $131,525 at 4% or $87,684 at 6%.
Heitman Financial Employee Benefit Insurance Plan-240---
20132434$31,603,383$2,381,855$5,488iApproximate average salary by contribution assumption: employee only about $137,204 at 4% or $91,469 at 6%; with 50% employer match about $91,469 at 4% or $60,979 at 6%; with 100% employer match about $68,602 at 4% or $45,735 at 6%.
Heitman Employees Advantage Retirement Plan-222$31,603,383$2,381,855$10,729iApproximate average salary by contribution assumption: employee only about $268,227 at 4% or $178,818 at 6%; with 50% employer match about $178,818 at 4% or $119,212 at 6%; with 100% employer match about $134,113 at 4% or $89,409 at 6%.
Heitman Financial Employee Benefit Insurance Plan-434---
20122395$25,460,387$2,003,332$5,072iApproximate average salary by contribution assumption: employee only about $126,793 at 4% or $84,529 at 6%; with 50% employer match about $84,529 at 4% or $56,353 at 6%; with 100% employer match about $63,397 at 4% or $42,264 at 6%.
Heitman Employees Advantage Retirement Plan-213$25,460,387$2,003,332$9,405iApproximate average salary by contribution assumption: employee only about $235,133 at 4% or $156,755 at 6%; with 50% employer match about $156,755 at 4% or $104,503 at 6%; with 100% employer match about $117,566 at 4% or $78,378 at 6%.
Heitman Financial Employee Benefit Insurance Plan-395---
20112378$21,892,235$1,891,592$5,004iApproximate average salary by contribution assumption: employee only about $125,105 at 4% or $83,404 at 6%; with 50% employer match about $83,404 at 4% or $55,602 at 6%; with 100% employer match about $62,553 at 4% or $41,702 at 6%.
Heitman Employees Advantage Retirement Plan-197$21,892,235$1,891,592$9,602iApproximate average salary by contribution assumption: employee only about $240,050 at 4% or $160,033 at 6%; with 50% employer match about $160,033 at 4% or $106,689 at 6%; with 100% employer match about $120,025 at 4% or $80,017 at 6%.
Heitman Financial Employee Benefit Insurance Plan-378---
20102353$21,363,485$1,792,696$5,078iApproximate average salary by contribution assumption: employee only about $126,961 at 4% or $84,641 at 6%; with 50% employer match about $84,641 at 4% or $56,427 at 6%; with 100% employer match about $63,481 at 4% or $42,320 at 6%.
Heitman Employees Advantage Retirement Plan-196$21,363,485$1,792,696$9,146iApproximate average salary by contribution assumption: employee only about $228,660 at 4% or $152,440 at 6%; with 50% employer match about $152,440 at 4% or $101,627 at 6%; with 100% employer match about $114,330 at 4% or $76,220 at 6%.
Heitman Financial Employee Benefit Insurance Plan-353---
20092340$18,259,731$1,759,015$5,174iApproximate average salary by contribution assumption: employee only about $129,339 at 4% or $86,226 at 6%; with 50% employer match about $86,226 at 4% or $57,484 at 6%; with 100% employer match about $64,670 at 4% or $43,113 at 6%.
Heitman Employees Advantage Retirement Plan-236$18,259,731$1,759,015$7,453iApproximate average salary by contribution assumption: employee only about $186,336 at 4% or $124,224 at 6%; with 50% employer match about $124,224 at 4% or $82,816 at 6%; with 100% employer match about $93,168 at 4% or $62,112 at 6%.
Heitman Financial Employee Benefit Insurance Plan-340---
20082345$14,043,166$1,734,335$5,027iApproximate average salary by contribution assumption: employee only about $125,676 at 4% or $83,784 at 6%; with 50% employer match about $83,784 at 4% or $55,856 at 6%; with 100% employer match about $62,838 at 4% or $41,892 at 6%.
Heitman Employees Advantage Retirement Plan-232$14,043,166$1,734,335$7,476iApproximate average salary by contribution assumption: employee only about $186,890 at 4% or $124,593 at 6%; with 50% employer match about $124,593 at 4% or $83,062 at 6%; with 100% employer match about $93,445 at 4% or $62,297 at 6%.
Heitman Financial Employee Benefit Insurance Plan-345---
20072252$19,750,770$1,663,143$6,600iApproximate average salary by contribution assumption: employee only about $164,994 at 4% or $109,996 at 6%; with 50% employer match about $109,996 at 4% or $73,331 at 6%; with 100% employer match about $82,497 at 4% or $54,998 at 6%.
Heitman Employees Advantage Retirement Plan-178$19,750,770$1,663,143$9,344iApproximate average salary by contribution assumption: employee only about $233,588 at 4% or $155,725 at 6%; with 50% employer match about $155,725 at 4% or $103,817 at 6%; with 100% employer match about $116,794 at 4% or $77,863 at 6%.
Heitman Financial Employee Benefit Insurance Plan-252---
20062235$17,386,660$1,342,835$5,714iApproximate average salary by contribution assumption: employee only about $142,855 at 4% or $95,237 at 6%; with 50% employer match about $95,237 at 4% or $63,491 at 6%; with 100% employer match about $71,427 at 4% or $47,618 at 6%.
Heitman Employees Advantage Retirement Plan-159$17,386,660$1,342,835$8,446iApproximate average salary by contribution assumption: employee only about $211,138 at 4% or $140,758 at 6%; with 50% employer match about $140,758 at 4% or $93,839 at 6%; with 100% employer match about $105,569 at 4% or $70,379 at 6%.
Heitman Financial Employee Benefit Insurance Plan-235---
20052209$15,914,590$1,131,081$5,412iApproximate average salary by contribution assumption: employee only about $135,297 at 4% or $90,198 at 6%; with 50% employer match about $90,198 at 4% or $60,132 at 6%; with 100% employer match about $67,648 at 4% or $45,099 at 6%.
Heitman Employees Advantage Retirement Plan-153$15,914,590$1,131,081$7,393iApproximate average salary by contribution assumption: employee only about $184,817 at 4% or $123,211 at 6%; with 50% employer match about $123,211 at 4% or $82,141 at 6%; with 100% employer match about $92,409 at 4% or $61,606 at 6%.
Heitman Financial Employee Benefit Insurance Plan-209---
20042197$15,708,148$1,218,193$6,184iApproximate average salary by contribution assumption: employee only about $154,593 at 4% or $103,062 at 6%; with 50% employer match about $103,062 at 4% or $68,708 at 6%; with 100% employer match about $77,297 at 4% or $51,531 at 6%.
Heitman Employees Advantage Retirement Plan-146$15,708,148$1,218,193$8,344iApproximate average salary by contribution assumption: employee only about $208,595 at 4% or $139,063 at 6%; with 50% employer match about $139,063 at 4% or $92,709 at 6%; with 100% employer match about $104,297 at 4% or $69,532 at 6%.
Heitman Financial Employee Benefit Insurance Plan-197---
20032180$14,863,534$1,081,159$6,006iApproximate average salary by contribution assumption: employee only about $150,161 at 4% or $100,107 at 6%; with 50% employer match about $100,107 at 4% or $66,738 at 6%; with 100% employer match about $75,080 at 4% or $50,054 at 6%.
Heitman Employees Advantage Retirement Plan-153$14,863,534$1,081,159$7,066iApproximate average salary by contribution assumption: employee only about $176,660 at 4% or $117,773 at 6%; with 50% employer match about $117,773 at 4% or $78,516 at 6%; with 100% employer match about $88,330 at 4% or $58,887 at 6%.
Heitman Financial Employee Benefit Insurance Plan-180---
20022173$12,009,033$1,111,010$6,422iApproximate average salary by contribution assumption: employee only about $160,551 at 4% or $107,034 at 6%; with 50% employer match about $107,034 at 4% or $71,356 at 6%; with 100% employer match about $80,275 at 4% or $53,517 at 6%.
Heitman Employees Advantage Retirement Plan-161$12,009,033$1,111,010$6,901iApproximate average salary by contribution assumption: employee only about $172,517 at 4% or $115,011 at 6%; with 50% employer match about $115,011 at 4% or $76,674 at 6%; with 100% employer match about $86,259 at 4% or $57,506 at 6%.
Heitman Financial Employee Benefit Insurance Plan-173---
20012185$14,896,186$1,169,694$6,323iApproximate average salary by contribution assumption: employee only about $158,067 at 4% or $105,378 at 6%; with 50% employer match about $105,378 at 4% or $70,252 at 6%; with 100% employer match about $79,033 at 4% or $52,689 at 6%.
Heitman Employees Advantage Retirement Plan-185$14,896,186$1,169,694$6,323iApproximate average salary by contribution assumption: employee only about $158,067 at 4% or $105,378 at 6%; with 50% employer match about $105,378 at 4% or $70,252 at 6%; with 100% employer match about $79,033 at 4% or $52,689 at 6%.
Heitman Financial Employee Benefit Insurance Plan-180---
20002350$18,078,339$1,368,823$3,911iApproximate average salary by contribution assumption: employee only about $97,773 at 4% or $65,182 at 6%; with 50% employer match about $65,182 at 4% or $43,455 at 6%; with 100% employer match about $48,887 at 4% or $32,591 at 6%.
Heitman Employees Advantage Retirement Plan-350$18,078,339$1,368,823$3,911iApproximate average salary by contribution assumption: employee only about $97,773 at 4% or $65,182 at 6%; with 50% employer match about $65,182 at 4% or $43,455 at 6%; with 100% employer match about $48,887 at 4% or $32,591 at 6%.
Heitman Financial Employee Benefit Insurance Plan-277---
19991201$0$0-
Heitman Financial Employee Benefit Insurance Plan-201---