Defined Benefit (Pension) · DOL Form 5500 · 2022

Rockford Gastroenterology Associates, Ltd. Pension Plan

Data updated 2026-08-11

$16M
Total assets
117
Participants
74th
Percentile by assets
$139,670
Avg per participant
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Official DOL plan name: Rga Cash Balance Plan · Sponsored by Rockford Gastroenterology Associates, Ltd. · Illinois · Healthcare & Social Assistance

$16M in assets, 117 participants

Rockford Gastroenterology Associates, Ltd.'s Rga Cash Balance Plan reported $16M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • 74th percentile by assets (of 139,126 plans)
  • #15,716 in Healthcare & Social Assistance (20,060 peers)

Coverage in Illinois

Rga Cash Balance Plan covers 117 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $16M.

$16M
total plan assets (2022 EOY)
117
covered participants
74th
percentile by assets (of 139,126 plans)
$139,670
avg assets per participant

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Rga Cash Balance Plan reports 117 participants - about 15% of that state average ($16M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$16M
Net Income-$1M
Employer EIN363081482
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rockford Gastroenterology Associates, Ltd.)

$45.2M$45.3M$45.4M$45.5M$45.6M 20222023 $45.3M $45.5M ▲ +0.4%
Total plan assets by year, all Rockford Gastroenterology Associates, Ltd. plans on file
Year Plans Participants Total Assets
2022 2 231 $45M
2023 2 207 $45M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Rga Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Rga Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Rga Cash Balance PlanCentral States, Sout…State Farm Insurance…United Food & Commer…John Deere Pension P…Abbott Laboratories …
Rga Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Rga Cash Balance Plan by total assets, not by location.

Frequently Asked Questions

How did Rga Cash Balance Plan assets move in 2022?
Rga Cash Balance Plan pulled back noticeably - down 5.9% during 2022, from $17M to $16M. Reported net income was -$1M.
How have Rockford Gastroenterology Associates, Ltd. plan assets changed over time?
Across 2 plan years on file (2022-2023), Rockford Gastroenterology Associates, Ltd.'s sponsor-wide assets grew 0.5%, from $45M to $45M.
Which Defined Benefit (Pension) plans are similar in size to Rga Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of United Memorial Medical Center in NY ($16M, 131 participants).

Filing takeaways

Ways to act on Rga Cash Balance Plan's numbers.