Defined Benefit (Pension) · DOL Form 5500 · 2022

Million Dollar Round Table Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
102
Participants Small participant base
72nd
Percentile by assets National rank
$141,899
Avg per participant Near avg balance/head
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Official DOL plan name: Million Dollar Round Table Retirement Plan · Sponsored by Million Dollar Round Table · Illinois · Other Services

$14M in assets, 102 participants

Million Dollar Round Table's Million Dollar Round Table Retirement Plan reported $14M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #7,056 in Other Services (8,398 peers)

Coverage in Illinois

Million Dollar Round Table Retirement Plan covers 102 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $14M.

#7,056
in Other Services (8,398 peers)
-19.9%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Million Dollar Round Table Retirement Plan's outsized position by total assets

Million Dollar Round Table Retirement Plan vs every filed plan by assets

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

$14,473,673 Top 28% higher than 72% 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 Retirement 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 Retirement Plan sits mid-pack in the medium band (102 participants).

EBSA filing schedule strip

Filing strip 362138427 · Million Dollar Round Table PY 2022 · Defined Benefit (Pension)

Million Dollar Round Table Retirement Plan · $14M · 102 · 72nd

  • ASSETS $14M
  • PCT 102
  • EIN 72nd
  • RANK Defined Benefit (Pension)
  • PHOTO near Omega Protein Corporation Pension Plan
  • IND ind #7056

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 Retirement Plan in the asset neighbourhood

The Noel Corporation Defined Benefit Pension PlanThe Noel Corporation Defined…$14MOmega Protein Corporation Pension PlanOmega Protein Corporation Pe…$14MSt Louis Community Credit Union Cash Balance Retirement Pension PlanSt Louis Community Credit Un…$14MMillion Dollar Round Table Retirement PlanMillion Dollar Round Table R…$14MRavenswood Represented Employee Defined Benefit PlanRavenswood Represented Emplo…$14M
End-of-year total assets ($M) among Million Dollar Round Table Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$14M
Net Income-$4M
Employer EIN362138427
Plan Effective Date1968-02-01
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 Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Million Dollar Round Table Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Million Dollar Round Table Retirement Plan, Total assets ($B): 0.014473673 · Participants: 102Million Dollar Round Table Retirement PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Million Dollar Round Table Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Million Dollar Round Table Retirement Plan side-by-side with 3 peers →

Million Dollar Round Table Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Omega Protein Corporation Pension Plan in ($14M); by covered participants it is Shutts & Bowen LLP Retirement Plan and Trust in FL (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Retirement Plan assets move in 2022? ▼
Million Dollar Round Table Retirement Plan declined sharply - down 19.9% during 2022, from $18M to $14M. Reported net income was -$4M.
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.
Which Defined Benefit (Pension) plans are similar in size to Million Dollar Round Table Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Omega Protein Corporation Pension Plan in ($14M, 36 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Million Dollar Round Table Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Shutts & Bowen LLP Retirement Plan and Trust in FL (102 participants, $43M 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.