401(k) · DOL Form 5500 · 2022

Million Dollar Round Table 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
105
Participants Small participant base
75th
Percentile by assets National rank
$163,630
Avg per participant Above avg balance/head
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Official DOL plan name: Million Dollar Round Table 401(k) Thrift Plan · Sponsored by Million Dollar Round Table · Illinois · Other Services

$17M in assets, 105 participants

Million Dollar Round Table's Million Dollar Round Table 401(k) Thrift Plan reported $17M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #7,230 in Other Services (8,398 peers)

Coverage in Illinois

Million Dollar Round Table 401(k) Thrift Plan covers 105 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $17M.

#7,230
in Other Services (8,398 peers)
-11.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Million Dollar Round Table 401(k) Thrift Plan's outsized position by total assets

Million Dollar Round Table 401(k) Thrift Plan vs every filed plan by assets

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

$17,181,162 Top 25% higher than 75% 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

Million Dollar Round Table 401(k) Thrift 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. Million Dollar Round Table 401(k) Thrift Plan sits mid-pack in the medium band (105 participants).

EBSA filing schedule strip

Filing strip 362138427 · Million Dollar Round Table PY 2022 · 401(k)

Million Dollar Round Table 401(k) Thrift Plan · $17M · 105 · 75th

  • ASSETS $17M
  • ASSETS 105
  • ASSETS 75th
  • ASSETS 401(k)
  • ASSETS near Osf International 401(k) Plan
  • ASSETS ind #7230

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 Other Services retirement plans → · Plans in Illinois →

Million Dollar Round Table 401(k) Thrift Plan in the asset neighbourhood

Million Dollar Round Table 401(k) Thrift PlanMillion Dollar Round Table 4…$17MOsf International 401(k) Plan$17MFarmers Coop Society 401(k) Profit Sharing PlanFarmers Coop Society 401(k) …$17MAllhealth Network Employees Retirement PlanAllhealth Network Employees …$17MFreeland Group Restaurants 401(k) PlanFreeland Group Restaurants 4…$17M
End-of-year total assets ($M) among Million Dollar Round Table 401(k) Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN362138427
Plan Effective Date1977-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Million Dollar Round Table)

Sponsor-wide plan assets over time

All Million Dollar Round Table plans reported in each filing year

Latest sponsor-wide plan assets
$42M 32.88827125461245% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.7M $42.1M ▲ +32.9%
Year Plans Participants Total Assets
2022 2 207 $32M
2023 2 210 $37M
2024 2 249 $42M

Nearby 401(k) Plans in Illinois

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

Million Dollar Round Table 401(k) Thrift Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Million Dollar Round Table 401(k) Thrift Plan, Total assets ($B): 0.017181162 · Participants: 105Million Dollar Round Table 401(k) Thrift 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
Million Dollar Round Table 401(k) Thrift Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Million Dollar Round Table 401(k) Thrift Plan side-by-side with 3 peers →

Million Dollar Round Table 401(k) Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Osf International 401(k) Plan in OR ($17M); by covered participants it is Tak Communications Wi LLC 401(k) Plan in SD (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Million Dollar Round Table 401(k) Thrift Plan assets move in 2022? ▼
Million Dollar Round Table 401(k) Thrift Plan pulled back noticeably - down 11.4% during 2022, from $19M to $17M. Reported net income was -$2M.
How have Million Dollar Round Table plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Million Dollar Round Table's sponsor-wide assets grew 32.9%, from $32M to $42M.
Where does Million Dollar Round Table 401(k) Thrift Plan rank by assets among Form 5500 filers? ▼
Million Dollar Round Table 401(k) Thrift Plan ranks in the 75th 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 Million Dollar Round Table 401(k) Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is Osf International 401(k) Plan in OR ($17M, 682 participants).
Which 401(k) plans cover a similar participant headcount to Million Dollar Round Table 401(k) Thrift Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tak Communications Wi LLC 401(k) Plan in SD (105 participants, N/A 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 362138427.

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.