401(k) · DOL Form 5500 · 2022

Rockford Orthopedic Associates, Ltd. Dba Orthoillinois 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
439
Participants Below avg headcount
89th
Percentile by assets National rank
$134,525
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan · Sponsored by Rockford Orthopedic Associates, Ltd. Dba Orthoillinois · Illinois · Healthcare & Social Assistance

$59M in assets, 439 participants

Rockford Orthopedic Associates, Ltd. Dba Orthoillinois's Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan reported $59M in total assets and 439 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,235 in Healthcare & Social Assistance (20,060 peers)

Where Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan sits by assets

Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan sits in the top quartile of all filed plans by assets, $59M for 439 participants (~$134,525/participant), down 10.4% in 2022.

#18,235
in Healthcare & Social Assistance (20,060 peers)
-10.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan's outsized position by total assets

Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan vs every filed plan by assets

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

$59,056,423 Top 11% higher than 89% 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

Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan sits mid-pack in the medium band (439 participants).

EBSA filing schedule strip

Filing strip 362691111 · Rockford Orthopedic Associates, Ltd. Dba Orthoillinois PY 2022 · 401(k)

Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan · $59M · 439 · 89th

  • 5500 $59M
  • 5500 439
  • 5500 89th
  • 5500 401(k)
  • 5500 near Erickson Incorporated 401(k) Profit Sharing Plan
  • 5500 ind #18235

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 →

Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan in the asset neighbourhood

Orthoillinois Profit Sharing/Safe Harbor 401(k) PlanOrthoillinois Profit Sharing…$59MLi-Cor, Inc. 401(k) & Profit Sharing PlanLi-Cor, Inc. 401(k) & Profit…$59MErickson Incorporated 401(k) Profit Sharing PlanErickson Incorporated 401(k)…$59MWorth & Company, Inc. Retirement PlanWorth & Company, Inc. Retire…$59MNanostring Technologies Inc. 401(k) PlanNanostring Technologies Inc.…$59M
End-of-year total assets ($M) among Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$59M
Net Income-$7M
Employer EIN362691111
Plan Effective Date1970-10-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Rockford Orthopedic Associates, Ltd. Dba Orthoillinois)

Sponsor-wide plan assets over time

All Rockford Orthopedic Associates, Ltd. Dba Orthoillinois plans reported in each filing year

Latest sponsor-wide plan assets
$190M 222.48766573620622% vs 2022
2024 filing year
$0M$50M$100M$150M$200M$250M 202220232024 $59.1M $190M ▲ +222.5%
Year Plans Participants Total Assets
2022 1 439 $59M
2023 2 2,041 $164M
2024 1 1,634 $190M

Nearby 401(k) Plans in Illinois

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

Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan, Total assets ($B): 0.059056423 · Participants: 439Orthoillinois Profit Sharing/Safe Harbor 401(k) PlanState 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
Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan side-by-side with 3 peers →

Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Erickson Incorporated 401(k) Profit Sharing Plan in OR ($59M); by covered participants it is R. W. Griffin Feed Seed & Fertilizer 401(k) Plan in GA (439 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (439 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 Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan assets move in 2022? ▼
Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan pulled back noticeably - down 10.4% during 2022, from $66M to $59M. Reported net income was -$7M.
How have Rockford Orthopedic Associates, Ltd. Dba Orthoillinois plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rockford Orthopedic Associates, Ltd. Dba Orthoillinois's sponsor-wide assets grew 222.5%, from $59M to $190M.
Where does Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan rank by assets among Form 5500 filers? ▼
Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan ranks in the 89th 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 401(k) plans are similar in size to Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Erickson Incorporated 401(k) Profit Sharing Plan in OR ($59M, 562 participants).
Which 401(k) plans cover a similar participant headcount to Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R. W. Griffin Feed Seed & Fertilizer 401(k) Plan in GA (439 participants, $17M 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 362691111.

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.