401(k) · DOL Form 5500 · 2023

Rockford Orthopedic Associates, Ltd. Dba Orthoillinois 401(k) Plan

Data updated 2026-08-25

N/A
Total assets —
491
Participants Below avg headcount
PlainRetire home → About this data RSS: change history

Official DOL plan name: Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan · Sponsored by Rockford Orthopedic Associates, Ltd. Dba Orthoillinois · Illinois · Healthcare & Social Assistance

N/A in assets, 491 participants

Rockford Orthopedic Associates, Ltd. Dba Orthoillinois's Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan reported N/A in total assets and 491 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Rockford Orthopedic Associates, Ltd. Dba Orthoillinois multi-year trail

Rockford Orthopedic Associates, Ltd. Dba Orthoillinois's plans moved +222.5% in assets from 2022 to 2024; this filing shows Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan at N/A / 491 participants.

-$730K
reported net income

The plan reported a net loss of $730K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan sits mid-pack in the medium band (491 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to -$730K in the plan year 2023 filing.
  • Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan reported participants rose from 439 in the plan year 2022 filing to 491 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 362691111 · Rockford Orthopedic Associates, Ltd. Dba Orthoillinois PY 2023 · 401(k)

Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan · N/A · 491

  • ASSETS N/A
  • ASSETS 491
  • ASSETS PY 2023
  • ASSETS 401(k)
  • ASSETS near Peapack-Gladstone Bank Employees Savings and Investments Plan
  • ASSETS -$730K

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 →

Rockford Orthopedic Associates, Ltd. Dba Orthoillinois multi-year asset trail

Sponsor-wide plan assets over time

All Rockford Orthopedic Associates, Ltd. Dba Orthoillinois plans reported in each filing year

Latest sponsor-wide plan assets
$190M 222.48766573620622% vs 2022
2024 filing year
$0M$50M$100M$150M$200M$250M 202220232024 $59.1M $190M ▲ +222.5%
Year Plans Participants Total Assets
2022 1 439 $59M
2023 2 2,041 $164M
2024 1 1,634 $190M

Rockford Orthopedic Associates, Ltd. Dba Orthoillinois filing trail (2023)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)N/A
Net Income-$730K
Employer EIN362691111
Plan Effective Date1970-10-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 5 data points. 050000100000150000200000250000 131415161718 Total assets ($B) Participants Accenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan side-by-side with 3 peers →

Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan's closest out-of-state 401(k) peers by headcount

Outside Illinois, the nearest 401(k) by covered participants is Peapack-Gladstone Bank Employees Savings and Investments Plan in NJ (491 participants; this filing: 491 participants).

Similar participant headcount

Nearest other-state filings by covered participants (491 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Rockford Orthopedic Associates, Ltd. Dba Orthoillinois plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rockford Orthopedic Associates, Ltd. Dba Orthoillinois's sponsor-wide assets grew 222.5%, from $59M to $190M.
Which 401(k) plans cover a similar participant headcount to Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Peapack-Gladstone Bank Employees Savings and Investments Plan in NJ (491 participants, $92M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362691111.

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.