Defined Benefit (Pension) · DOL Form 5500 · 2022
Brian P. Olofsson, M.D. Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $130,027
- Avg per participant Near avg balance/head
Official DOL plan name: Brian P. Olofsson,M.D. Retirement Plan & Trust · Sponsored by Brian P. Olofsson, M.D. · Illinois · Healthcare & Social Assistance
$2M in assets, 12 participants
Brian P. Olofsson, M.D.'s Brian P. Olofsson,M.D. Retirement Plan & Trust reported $2M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #5,942 in Healthcare & Social Assistance (20,060 peers)
Brian P. Olofsson, M.D. multi-year trail
Brian P. Olofsson, M.D.'s plans moved +16.7% in assets from 2022 to 2023; this filing shows Brian P. Olofsson,M.D. Retirement Plan & Trust at $2M / 12 participants.
- #5,942
- in Healthcare & Social Assistance (20,060 peers)
- -6.6%
- assets change YoY
The plan reported a net loss of $110K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brian P. Olofsson,M.D. Retirement Plan & Trust among the smaller filed plans by assets
Brian P. Olofsson,M.D. Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,560,319 30th percentile higher than 30% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Brian P. Olofsson,M.D. Retirement Plan & Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brian P. Olofsson,M.D. Retirement Plan & Trust is a small filing (12 participants) on this national headcount ladder.
DOL schedule card
Filing strip 363493366 · Brian P. Olofsson, M.D. PY 2022 · Defined Benefit (Pension)
Brian P. Olofsson,M.D. Retirement Plan & Trust · $2M · 12 · 30th
- PART $2M
- TYPE 12
- NET 30th
- BOOK Defined Benefit (Pension)
- VS-ST near Plasterers Local 79 Pension Plan
- BOY ind #5942
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 →
Brian P. Olofsson,M.D. Retirement Plan & Trust in the asset neighbourhood
Brian P. Olofsson, M.D. multi-year asset trail
Sponsor-wide plan assets over time
All Brian P. Olofsson, M.D. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 16.749122485855416% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 23 | $3M |
| 2023 | 2 | 25 | $3M |
Brian P. Olofsson, M.D. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$110K |
| Employer EIN | 363493366 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
Brian P. Olofsson,M.D. Retirement Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Plasterers Local 79 Pension Plan in TX ($2M); by covered participants it is Seasonal Packaging, Inc. Pension Plan in NJ (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.