401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$59M
Total assets
439
Participants
89th
Percentile by assets
$134,525
Avg per participant
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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.

  • 89th percentile by assets (of 139,126 plans)
  • #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.

$59M
total plan assets (2022 EOY)
439
covered participants
89th
percentile by assets (of 139,126 plans)
$134,525
avg assets per participant

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.

Where Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan sits 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 $2,010,000,000 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

State
Illinois
Industry
Healthcare & Social Assistance

Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan vs the 2022 asset distribution

By assets, Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

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)

$0M$50M$100M$150M$200M$250M 202220232024 $59.1M $190M ▲ +222.5%
Total plan assets by year, all Rockford Orthopedic Associates, Ltd. Dba Orthoillinois plans on file
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 ($B) Participants Orthoillinois Profit…, Total assets ($B): 0.059056423 · Participants: 439Orthoillinois Profit…State Farm 401(k) Sa…, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Sa…Accenture United Sta…, Total assets ($B): 14.283954811 · Participants: 66653Accenture United Sta…Abbott Laboratories …, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories …United Airlines Pilo…, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilo…Walgreens Retirement…, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement…
Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Orthoillinois Profit Sharing/Safe Harbor… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan by total assets, not by location.

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).

Next read for Orthoillinois Profit Sharing/Safe Harbor…

Scale reading

Ways to act on Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan's numbers.

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.