401(k) · DOL Form 5500 · 2023

Dr John Elstrom Ltd 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust · Sponsored by Dr John Elstrom Ltd · Illinois · Healthcare & Social Assistance

$2M in assets, 1 participants

Dr John Elstrom Ltd's Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,931 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust holds $2M for 1 participant - about $1.9M per participant, in the lower half of filed plans by assets.

#4,931
in Healthcare & Social Assistance (17,684 peers)
+5.4%
assets growth YoY

Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,856,266 30th percentile higher than 30% 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

Dr John Elstrom Ltd 401(k) Profit Sharing 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. Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust reported net income rose from -$323K in the plan year 2022 filing to $94K in the plan year 2023 filing.
  • Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 821997707 · Dr John Elstrom Ltd PY 2023 · 401(k)

Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust · $2M · 1 · 30th

  • BOY $2M
  • BOY 1
  • BOY 30th
  • BOY 401(k)
  • BOY near Lifesmiles Family Dentistry 401(k) Plan
  • BOY ind #4931

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 →

Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Dr John Elstrom Ltd 401(k) Profit Sharing Plan and TrustDr John Elstrom Ltd 401(k) P…$2MLifesmiles Family Dentistry 401(k) PlanLifesmiles Family Dentistry …$2MProco Studios Retirement Plan$2M401(k) Employee Retirement Plan401(k) Employee Retirement P…$2MAdvanced Integrated Marketing Inc Retirement PlanAdvanced Integrated Marketin…$2M
End-of-year total assets ($M) among Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$94K
Employer EIN821997707
Plan Effective Date1980-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dr John Elstrom Ltd)

Sponsor-wide plan assets over time

All Dr John Elstrom Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.7588625835576104% vs 2022
2024 filing year
$1.75M$1.8M$1.85M$1.9M 202220232024 $1.76M $1.81M ▲ +2.8%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Nearby 401(k) Plans in Illinois

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

Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.001856266 · Participants: 1Dr John Elstrom Ltd 401(k) Profit Sharing 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
Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Lifesmiles Family Dentistry 401(k) Plan in MN ($2M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 5.4% during 2023, from $2M to $2M. Reported net income was $94K.
How have Dr John Elstrom Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr John Elstrom Ltd's sponsor-wide assets grew 2.8%, from $2M to $2M.
Which 401(k) plans are similar in size to Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lifesmiles Family Dentistry 401(k) Plan in MN ($2M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 821997707.

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.