Profit Sharing · DOL Form 5500 · 2022

J.H. Ellwood & Associates, Inc. Profit Sharing Plan

Data updated 2026-08-11

$32M
Total assets
N/A
Participants
84th
Percentile by assets
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Official DOL plan name: J.H. Ellwood & Associates, Inc. Profit Sharing Plan · Sponsored by J.H. Ellwood & Associates, Inc. · Illinois · Finance & Insurance

$32M in assets, N/A participants

J.H. Ellwood & Associates, Inc.'s J.H. Ellwood & Associates, Inc. Profit Sharing Plan reported $32M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 139,126 plans)
  • #6,825 in Finance & Insurance (9,261 peers)

Where J.H. Ellwood & Associates, Inc. Profit Sharing Plan sits by assets

J.H. Ellwood & Associates, Inc. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $32M for N/A participants, up 65.3% in 2022.

$32M
total plan assets (2022 EOY)
N/A
covered participants
84th
percentile by assets (of 139,126 plans)
+65.3%
assets growth YoY
State

J.H. Ellwood & Associates, Inc. Profit Sharing Plan vs the 2022 asset distribution

By assets, J.H. Ellwood & Associates, Inc. Profit Sharing Plan outranks 84% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$32M
Net Income$13M
Employer EIN363121777
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.H. Ellwood & Associates, Inc.)

$24M$26M$28M$30M$32M$34M 20222023 $32.3M $26.4M ▼ -18.3%
Total plan assets by year, all J.H. Ellwood & Associates, Inc. plans on file
Year Plans Participants Total Assets
2022 1 N/A $32M
2023 2 N/A $26M

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

J.H. Ellwood & Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants

J.H. Ellwood & Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants J.H. Ellwood & Assoc…W. W. Grainger, Inc.…Electrical Contracto…Mcmaster-Carr Supply…Mid-America Carpente…Accenture United Sta…
J.H. Ellwood & Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to J.H. Ellwood & Associates, Inc. Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did J.H. Ellwood & Associates, Inc. Profit Sharing Plan assets move in 2022?
J.H. Ellwood & Associates, Inc. Profit Sharing Plan surged - up 65.3% during 2022, from $20M to $32M. Reported net income was $13M.
How have J.H. Ellwood & Associates, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), J.H. Ellwood & Associates, Inc.'s sponsor-wide assets declined 18.3%, from $32M to $26M.
Where does J.H. Ellwood & Associates, Inc. Profit Sharing Plan rank by assets among Form 5500 filers?
J.H. Ellwood & Associates, Inc. Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to J.H. Ellwood & Associates, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Northern Ohio Laborers' Profit Sharing Annuity Plan in OH ($32M, 1,850 participants).

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Ways to act on J.H. Ellwood & Associates, Inc. Profit Sharing Plan's numbers.

  • By total assets, J.H. Ellwood & Associates, Inc. Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Illinois. Compare plans
  • J.H. Ellwood & Associates, Inc.'s sponsor-wide assets have declined 18.3% since 2022 across 2 plan years on file. More Finance & Insurance plans