Profit Sharing · DOL Form 5500 · 2023
J.H. Ellwood & Associates, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $26M
- Total assets
- N/A
- Participants
- 77th
- Percentile by assets
Official DOL plan name: J.H. Ellwood & Associates, Inc. Profit Sharing Plan · Sponsored by J.H. Ellwood & Associates, Inc. · Illinois · Finance & Insurance
$26M in assets, N/A participants
J.H. Ellwood & Associates, Inc.'s J.H. Ellwood & Associates, Inc. Profit Sharing Plan reported $26M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- 77th percentile by assets (of 127,072 plans)
- #5,808 in Finance & Insurance (8,869 peers)
Where J.H. Ellwood & Associates, Inc. Profit Sharing Plan sits by assets
J.H. Ellwood & Associates, Inc. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $26M for N/A participants, down 18.3% in 2023.
- $26M
- total plan assets (2023 EOY)
- N/A
- covered participants
- 77th
- percentile by assets (of 127,072 plans)
- -18.3%
- assets change YoY
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- J.H. Ellwood & Associates, Inc. Profit Sharing Plan reported net income fell from $13M in the plan year 2022 filing to -$6M in the plan year 2023 filing.
- J.H. Ellwood & Associates, Inc. Profit Sharing Plan end-of-year assets fell from $32M in the plan year 2022 filing to $26M in the plan year 2023 filing.
J.H. Ellwood & Associates, Inc. Profit Sharing Plan vs the 2023 asset distribution
By assets, J.H. Ellwood & Associates, Inc. Profit Sharing Plan outranks 77% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$6M |
| Employer EIN | 363121777 |
| Plan Effective Date | 1998-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J.H. Ellwood & Associates, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $32M |
| 2023 | 2 | N/A | $26M |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
J.H. Ellwood & Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to J.H. Ellwood & Associates, Inc. Profit Sharing Plan by total assets, not by location.
- New York League for Early Learning, Inc. Discretionary Defined Contribution Retirement Plan (NY) $26M · 1,142
- 403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc. (NY) $26M · 1,104
- North American Family Institute, Inc. 403(b) Plan (MA) $26M · 1,448
- Impax Asset Management 401(k) Retirement Plan (NH) $27M · 103
Frequently Asked Questions
How did J.H. Ellwood & Associates, Inc. Profit Sharing Plan assets move in 2023? ▼
How have J.H. Ellwood & Associates, Inc. plan assets changed over time? ▼
Where does J.H. Ellwood & Associates, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to J.H. Ellwood & Associates, Inc. Profit Sharing Plan? ▼
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Ways to act on J.H. Ellwood & Associates, Inc. Profit Sharing Plan's numbers.
- By total assets, J.H. Ellwood & Associates, Inc. Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Illinois. Compare plans
- J.H. Ellwood & Associates, Inc.'s sponsor-wide assets have declined 18.3% since 2022 across 2 plan years on file. More Finance & Insurance plans