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

ORTHOPAEDIC CENTER 401(K) PROFIT SHARING PLAN AND TRUST

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

ORTHOPAEDIC CENTER OF ILLINOIS, LTD.

This 401(k) plan holds $32M in total assets and serves 94 participants as of 2022. It is sponsored by ORTHOPAEDIC CENTER OF ILLINOIS, LTD. in Illinois. The plan reported a net loss of $10M for the year.

Total Assets (2023)
$32M
Participants
94
State
Industry
Healthcare & Social Assistance

What the Filing Says About ORTHOPAEDIC CENTER 401(K) PROFIT SHARING PLAN AND TRUST

ORTHOPAEDIC CENTER 401(K) PROFIT SHARING PLAN AND TRUST is a 401(k) retirement plan sponsored by ORTHOPAEDIC CENTER OF ILLINOIS, LTD., headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $32M in total end-of-year assets and covers 94 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 364156469, and the plan has been effective since 1996-06-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $41M at the beginning of 2022 to $32M at year-end — a decline of 23.6%. Net assets (after liabilities) closed the year at $32M, with reported net income of $-9,722,023 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 and can be compared against 2 prior plan-year filings from the same sponsor shown below.

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 — 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)$41M
Total Assets (End of Year)$32M
Net Assets (End of Year)$32M
Net Income$-9,722,023
Plan Type401(k)
Employer EIN364156469
Plan Effective Date1996-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (ORTHOPAEDIC CENTER OF ILLINOIS, LTD.)

Year Plans Participants Total Assets
2022 1 94 $32M
2023 1 89 $36M
2024 1 90 $41M

Nearby 401(k) Plans in Illinois

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

Frequently Asked Questions

How much money is in the ORTHOPAEDIC CENTER 401(K) PROFIT SHARING PLAN AND TRUST?
As of the 2022 Form 5500 filing, ORTHOPAEDIC CENTER 401(K) PROFIT SHARING PLAN AND TRUST holds $32M in total assets with 94 participants. It is sponsored by ORTHOPAEDIC CENTER OF ILLINOIS, LTD..
What type of plan is ORTHOPAEDIC CENTER 401(K) PROFIT SHARING PLAN AND TRUST?
ORTHOPAEDIC CENTER 401(K) PROFIT SHARING PLAN AND TRUST is a 401(k) plan. It has been effective since 1996-06-15. The plan is filed with the U.S. Department of Labor under EIN 364156469.
Who sponsors the ORTHOPAEDIC CENTER 401(K) PROFIT SHARING PLAN AND TRUST?
ORTHOPAEDIC CENTER 401(K) PROFIT SHARING PLAN AND TRUST is sponsored by ORTHOPAEDIC CENTER OF ILLINOIS, LTD., located in Illinois. The sponsor's EIN is 364156469 and the plan operates in the Healthcare & Social Assistance industry.
How did ORTHOPAEDIC CENTER 401(K) PROFIT SHARING PLAN AND TRUST perform in 2022?
ORTHOPAEDIC CENTER 401(K) PROFIT SHARING PLAN AND TRUST declined by 23.6% during 2022, moving from $41M to $32M in total assets. Net income was $-9,722,023.
Where can I find official filings for ORTHOPAEDIC CENTER 401(K) PROFIT SHARING PLAN AND TRUST?
Official Form 5500 filings for ORTHOPAEDIC CENTER 401(K) PROFIT SHARING PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 364156469 or plan name at efast.dol.gov.
How does ORTHOPAEDIC CENTER 401(K) PROFIT SHARING PLAN AND TRUST compare to other plans?
You can compare ORTHOPAEDIC CENTER 401(K) PROFIT SHARING PLAN AND 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) — original filing retrieval by EIN 364156469.

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

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

Data sourced from official public datasets. See our methodology for details.