401(k)
2022 plan-year 401(k) DOL Form 5500

Medtec Healthcare & Private Du 401(k) Profit Sharing Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Medtec Healthcare & Private Du ยท Illinois ยท Healthcare & Social Assistance

What the 2023 filing shows

Medtec Healthcare & Private Du 401(k) Profit Sharing Plan & Trust holds $364K for 689 participants - about $529 per participant, up 63.3% over the 2022 plan year.

$364K
total plan assets (2022 EOY)
689
covered participants
$529
avg assets per participant
+63.3%
assets growth YoY
Total Assets (2023)
$364K
Participants
689
State
Industry
Healthcare & Social Assistance

What the Filing Says About Medtec Healthcare & Private Du 401(k) Profit Sharing Plan & Trust

Medtec Healthcare & Private Du 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Medtec Healthcare & Private Du, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $364K in total end-of-year assets and covers 689 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 352198543, and the plan has been effective since 2019-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $223K at the beginning of 2022 to $364K at year-end โ€” a gain of 63.3%. Net assets (after liabilities) closed the year at $364K, with reported net income of $141K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$223K
Total Assets (End of Year)$364K
Net Assets (End of Year)$364K
Net Income$141K
Plan Type401(k)
Employer EIN352198543
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Medtec Healthcare & Private Du 401(k) Profit Sharing Plan & Trust?
As of the 2022 Form 5500 filing, Medtec Healthcare & Private Du 401(k) Profit Sharing Plan & Trust holds $364K in total assets with 689 participants. It is sponsored by Medtec Healthcare & Private Du.
What type of plan is Medtec Healthcare & Private Du 401(k) Profit Sharing Plan & Trust?
Medtec Healthcare & Private Du 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 2019-01-01. The plan is filed with the U.S. Department of Labor under EIN 352198543.
Who sponsors the Medtec Healthcare & Private Du 401(k) Profit Sharing Plan & Trust?
Medtec Healthcare & Private Du 401(k) Profit Sharing Plan & Trust is sponsored by Medtec Healthcare & Private Du, located in Illinois. The sponsor's EIN is 352198543 and the plan operates in the Healthcare & Social Assistance industry.
How did Medtec Healthcare & Private Du 401(k) Profit Sharing Plan & Trust perform in 2022?
Medtec Healthcare & Private Du 401(k) Profit Sharing Plan & Trust grew by 63.3% during 2022, moving from $223K to $364K in total assets. Net income was $141K.
Where can I find official filings for Medtec Healthcare & Private Du 401(k) Profit Sharing Plan & Trust?
Official Form 5500 filings for Medtec Healthcare & Private Du 401(k) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 352198543 or plan name at efast.dol.gov.
How does Medtec Healthcare & Private Du 401(k) Profit Sharing Plan & Trust compare to other plans?
You can compare Medtec Healthcare & Private Du 401(k) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 352198543.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.