401(k) · DOL Form 5500 · 2022

Illinois Valley Endodontics, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
28th
Percentile by assets National rank
$330,763
Avg per participant High balance/head
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Official DOL plan name: Illinois Valley Endodontics, LLC Retirement Plan and Trust · Sponsored by Illinois Valley Endodontics, LLC · Illinois · Healthcare & Social Assistance

$1M in assets, 4 participants

Illinois Valley Endodontics, LLC's Illinois Valley Endodontics, LLC Retirement Plan and Trust reported $1M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #5,300 in Healthcare & Social Assistance (20,060 peers)

Illinois Valley Endodontics, LLC multi-year trail

Illinois Valley Endodontics, LLC's plans moved +34.5% in assets from 2022 to 2024; this filing shows Illinois Valley Endodontics, LLC Retirement Plan and Trust at $1M / 4 participants.

#5,300
in Healthcare & Social Assistance (20,060 peers)
-9.5%
assets change YoY

The plan reported a net loss of $124K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Illinois Valley Endodontics, LLC Retirement Plan and Trust among the smaller filed plans by assets

Illinois Valley Endodontics, LLC Retirement Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,323,053 28th percentile higher than 28% of 139,123 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 2022

Illinois Valley Endodontics, LLC Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Illinois Valley Endodontics, LLC Retirement Plan and Trust is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 364417516 · Illinois Valley Endodontics, LLC PY 2022 · 401(k)

Illinois Valley Endodontics, LLC Retirement Plan and Trust · $1M · 4 · 28th

  • NET $1M
  • NET 4
  • NET 28th
  • NET 401(k)
  • NET near Bowers and Associates 401(k)/Profit Sharing Plan
  • NET ind #5300

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Illinois Valley Endodontics, LLC Retirement Plan and Trust in the asset neighbourhood

Illinois Valley Endodontics, LLC Retirement Plan and TrustIllinois Valley Endodontics,…$1MBowers and Associates 401(k)/Profit Sharing PlanBowers and Associates 401(k)…$1MBig Steaks Management, LLC. 401(k) PlanBig Steaks Management, LLC. …$1MCedarpoint Trucking, Inc. 401(k) Profit Sharing PlanCedarpoint Trucking, Inc. 40…$1MEmployee Benefit Plan of Typical Life CorporationEmployee Benefit Plan of Typ…$1M
End-of-year total assets ($M) among Illinois Valley Endodontics, LLC Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois Valley Endodontics, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Illinois Valley Endodontics, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.455157881052386% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.32M $1.78M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 5 $1M
2024 1 4 $2M

Illinois Valley Endodontics, LLC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$124K
Employer EIN364417516
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Illinois Valley Endodontics, LLC Retirement Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Illinois Valley Endodontics, LLC Retirement Plan and Trust, Total assets ($B): 0.001323053 · Participants: 4Illinois Valley Endodontics, LLC Retirement Plan and TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Illinois Valley Endodontics, LLC Retirement Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Illinois Valley Endodontics, LLC Retirement Plan and Trust side-by-side with 3 peers →

Illinois Valley Endodontics, LLC Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Bowers and Associates 401(k)/Profit Sharing Plan in MI ($1M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Illinois Valley Endodontics, LLC Retirement Plan and Trust assets move in 2022? ▼
Illinois Valley Endodontics, LLC Retirement Plan and Trust pulled back noticeably - down 9.5% during 2022, from $1M to $1M. Reported net income was -$124K.
How have Illinois Valley Endodontics, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Illinois Valley Endodontics, LLC's sponsor-wide assets grew 34.5%, from $1M to $2M.
Which 401(k) plans are similar in size to Illinois Valley Endodontics, LLC Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bowers and Associates 401(k)/Profit Sharing Plan in MI ($1M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Illinois Valley Endodontics, LLC Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364417516.

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.