Defined Benefit (Pension) · DOL Form 5500 · 2022

Rockford Gastroenterology Associates, Ltd. Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
117
Participants Small participant base
74th
Percentile by assets National rank
$139,670
Avg per participant Near avg balance/head
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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.

  • #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.

#15,716
in Healthcare & Social Assistance (20,060 peers)
-5.9%
assets change YoY

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.

Rga Cash Balance Plan's outsized position by total assets

Rga Cash Balance Plan vs every filed plan by assets

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

$16,341,428 Top 26% higher than 74% 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

Rga Cash Balance 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. Rga Cash Balance Plan sits mid-pack in the medium band (117 participants).

DOL schedule card

Filing strip 363081482 · Rockford Gastroenterology Associates, Ltd. PY 2022 · Defined Benefit (Pension)

Rga Cash Balance Plan · $16M · 117 · 74th

  • 5500 $16M
  • 5500 117
  • 5500 74th
  • 5500 Defined Benefit (Pension)
  • 5500 near Pension Plan for Employees of United Memorial Medical Center
  • 5500 ind #15716

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 →

Rga Cash Balance Plan in the asset neighbourhood

Rga Cash Balance Plan$16MPension Plan for Employees of United Memorial Medical CenterPension Plan for Employees o…$16MDestileria Serralles, Inc. Puerto Rico Pension PlanDestileria Serralles, Inc. P…$16MLozier Corporation Pension Plan for Scottsboro Production Employees and TrustLozier Corporation Pension P…$16MNamasco Retirement Plan for the Dubuque Warehouse Employees of the Steel Warehousing DivisionNamasco Retirement Plan for …$16M
End-of-year total assets ($M) among Rga Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Rockford Gastroenterology Associates, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 0.45050683398822944% vs 2022
2023 filing year
$45.2M$45.3M$45.4M$45.5M$45.6M 20222023 $45.3M $45.5M ▲ +0.4%
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 Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Rga Cash Balance Plan, Total assets ($B): 0.016341428 · Participants: 117Rga Cash Balance 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
Rga Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Rga Cash Balance Plan side-by-side with 3 peers →

Rga Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of United Memorial Medical Center in NY ($16M); by covered participants it is Mechanics Laundry & Supply, Inc. Teamsters Employees Pension Plan in OH (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rga Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mechanics Laundry & Supply, Inc. Teamsters Employees Pension Plan in OH (117 participants, $8M 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 363081482.

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.