401(k) · DOL Form 5500 · 2023

Illinois Valley Endodontics, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
27th
Percentile by assets National rank
$297,847
Avg per participant High balance/head
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Official DOL plan name: Illinois Valley Endodontics, LLC Retirement Plan and Trust · Sponsored by Illinois Valley Endodontics, LLC · Illinois · Healthcare & Social Assistance

$1M in assets, 5 participants

Illinois Valley Endodontics, LLC's Illinois Valley Endodontics, LLC Retirement Plan and Trust reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,298 in Healthcare & Social Assistance (17,684 peers)

Illinois Valley Endodontics, LLC multi-year trail

Illinois Valley Endodontics, LLC's plans moved +34.5% in assets from 2022 to 2024; this filing shows Illinois Valley Endodontics, LLC Retirement Plan and Trust at $1M / 5 participants.

#4,298
in Healthcare & Social Assistance (17,684 peers)
+12.6%
assets growth YoY

Illinois Valley Endodontics, LLC Retirement Plan and Trust among the smaller filed plans by assets

Illinois Valley Endodontics, LLC Retirement Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,489,235 27th percentile higher than 27% of 127,068 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 2023

Illinois Valley Endodontics, LLC Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Illinois Valley Endodontics, LLC Retirement Plan and Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Illinois Valley Endodontics, LLC Retirement Plan and Trust reported net income rose from -$124K in the plan year 2022 filing to $166K in the plan year 2023 filing.
  • Illinois Valley Endodontics, LLC Retirement Plan and Trust reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Illinois Valley Endodontics, LLC Retirement Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 364417516 · Illinois Valley Endodontics, LLC PY 2023 · 401(k)

Illinois Valley Endodontics, LLC Retirement Plan and Trust · $1M · 5 · 27th

  • IND $1M
  • EOY 5
  • 5500 27th
  • ASSETS 401(k)
  • PCT near Steelbridge Acquisition Group, Inc. 401(k) Plan
  • EIN ind #4298

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 →

Illinois Valley Endodontics, LLC Retirement Plan and Trust in the asset neighbourhood

Illinois Valley Endodontics, LLC Retirement Plan and TrustIllinois Valley Endodontics,…$1MSteelbridge Acquisition Group, Inc. 401(k) PlanSteelbridge Acquisition Grou…$1MEagle Painting & Drywall, Inc. 401(k) Profit Sharing PlanEagle Painting & Drywall, In…$1MHayes Holdings Inc 401(k) Profit Sharing Plan & TrustHayes Holdings Inc 401(k) Pr…$1MPenn Jersey Paper Company 401(k) Profit Sharing PlanPenn Jersey Paper Company 40…$1M
End-of-year total assets ($M) among Illinois Valley Endodontics, LLC Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois Valley Endodontics, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Illinois Valley Endodontics, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.455157881052386% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.32M $1.78M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 5 $1M
2024 1 4 $2M

Illinois Valley Endodontics, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$166K
Employer EIN364417516
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Illinois Valley Endodontics, LLC Retirement Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Illinois Valley Endodontics, LLC Retirement Plan and Trust, Total assets ($B): 0.001489235 · Participants: 5Illinois Valley Endodontics, LLC Retirement Plan and TrustAccenture 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
Illinois Valley Endodontics, LLC Retirement Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Illinois Valley Endodontics, LLC Retirement Plan and Trust side-by-side with 3 peers →

Illinois Valley Endodontics, LLC Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Steelbridge Acquisition Group, Inc. 401(k) Plan in FL ($1M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 did Illinois Valley Endodontics, LLC Retirement Plan and Trust assets move in 2023? ▼
Illinois Valley Endodontics, LLC Retirement Plan and Trust grew at a solid clip - up 12.6% during 2023, from $1M to $1M. Reported net income was $166K.
How have Illinois Valley Endodontics, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Illinois Valley Endodontics, LLC's sponsor-wide assets grew 34.5%, from $1M to $2M.
Which 401(k) plans are similar in size to Illinois Valley Endodontics, LLC Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Steelbridge Acquisition Group, Inc. 401(k) Plan in FL ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Illinois Valley Endodontics, LLC Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 364417516.

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.