Profit Sharing · DOL Form 5500 · 2023
J.H. Ellwood & Associates, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- N/A
- Participants Small participant base
- 77th
- Percentile by assets National rank
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.
- #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.
- #5,808
- in Finance & Insurance (8,869 peers)
- -18.3%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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.
J.H. Ellwood & Associates, Inc. Profit Sharing Plan's outsized position by total assets
J.H. Ellwood & Associates, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,420,458 Top 23% higher than 77% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
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.
Plan-year Form 5500 strip
Filing strip 363121777 · J.H. Ellwood & Associates, Inc. PY 2023 · Profit Sharing
J.H. Ellwood & Associates, Inc. Profit Sharing Plan · $26M · N/A · 77th
- EBSA $26M
- PART N/A
- TYPE 77th
- NET Profit Sharing
- BOOK near New York League for Early Learning, Inc. Discretionary Defined Contribution Retirement Plan
- VS-ST ind #5808
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 Finance & Insurance retirement plans → · Plans in Illinois →
J.H. Ellwood & Associates, Inc. Profit Sharing Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All J.H. Ellwood & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 18.298143337392485% vs 2022
- 2023 filing year
| 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.
- 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
J.H. Ellwood & Associates, Inc. Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets
Outside Illinois, the nearest Profit Sharing by end-of-year assets is New York League for Early Learning, Inc. Discretionary Defined Contribution Retirement Plan in NY at $26M (this filing: $26M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- 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
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.