401(k) · DOL Form 5500 · 2022

Illinois Bone and Joint Institute, LLC 401(k) Plan

Data updated 2026-08-25

$186M
Total assets Near avg plan size
1,424
Participants Near avg headcount
95th
Percentile by assets National rank
$130,719
Avg per participant Near avg balance/head
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Official DOL plan name: Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan · Sponsored by Illinois Bone and Joint Institute, LLC · Illinois · Healthcare & Social Assistance

$186M in assets, 1,424 participants

Illinois Bone and Joint Institute, LLC's Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan reported $186M in total assets and 1,424 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,259 in Healthcare & Social Assistance (20,060 peers)

Where Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan sits by assets

Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan sits in the top 5% of all filed plans by assets, $186M for 1,424 participants (~$130,719/participant), down 15.5% in 2022.

#19,259
in Healthcare & Social Assistance (20,060 peers)
-15.5%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan's outsized position by total assets

Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan vs every filed plan by assets

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

$186,144,541 Top 5% higher than 95% 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

Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan lands in the large band (1,424 participants).

Form 5500 schedule snapshot

Filing strip 203845479 · Illinois Bone and Joint Institute, LLC PY 2022 · 401(k)

Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan · $186M · 1,424 · 95th

  • NET $186M
  • BOOK 1,424
  • VS-ST 95th
  • BOY 401(k)
  • SCH near The Capfinancial Group, LLC 401(k) Plan
  • EBSA ind #19259

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 →

Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan in the asset neighbourhood

Chesapeake Utilities Corporation Retirement Savings PlanChesapeake Utilities Corpora…$186MIllinois Bone and Joint Institute, LLC Profit Sharing and Savings PlanIllinois Bone and Joint Inst…$186MThe Capfinancial Group, LLC 401(k) PlanThe Capfinancial Group, LLC …$186MCentral South Carpenters and Milwrights Defined Contribution FundCentral South Carpenters and…$186MWoodard & Curran, Inc. 401(k) Profit Sharing PlanWoodard & Curran, Inc. 401(k…$186M
End-of-year total assets ($M) among Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$220M
Net Assets (End of Year)$186M
Net Income-$34M
Employer EIN203845479
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Illinois Bone and Joint Institute, LLC)

Sponsor-wide plan assets over time

All Illinois Bone and Joint Institute, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$287M 54.17287364876309% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $186M $287M ▲ +54.2%
Year Plans Participants Total Assets
2022 1 1,424 $186M
2023 1 1,472 $243M
2024 1 2,246 $287M

Nearby 401(k) Plans in Illinois

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

Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan, Total assets ($B): 0.186144541 · Participants: 1424Illinois Bone and Joint Institute, LLC Profit Sharing and Savings 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
Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan side-by-side with 3 peers →

Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is The Capfinancial Group, LLC 401(k) Plan in NC ($186M); by covered participants it is Cheniere Retirement Plan in TX (1,424 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,424 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 Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan assets move in 2022? ▼
Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan declined sharply - down 15.5% during 2022, from $220M to $186M. Reported net income was -$34M.
How have Illinois Bone and Joint Institute, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Illinois Bone and Joint Institute, LLC's sponsor-wide assets grew 54.2%, from $186M to $287M.
Where does Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Capfinancial Group, LLC 401(k) Plan in NC ($186M, 1,120 participants).
Which 401(k) plans cover a similar participant headcount to Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cheniere Retirement Plan in TX (1,424 participants, $259M 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 203845479.

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.