401(k) · DOL Form 5500 · 2023
Rheumatic Disease Center, LLP 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 78
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $176,774
- Avg per participant Above avg balance/head
Official DOL plan name: Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust · Sponsored by Rheumatic Disease Center, LLP · Wisconsin · Healthcare & Social Assistance
$14M in assets, 78 participants
Rheumatic Disease Center, LLP's Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust reported $14M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #12,487 in Healthcare & Social Assistance (17,684 peers)
Rheumatic Disease Center, LLP multi-year trail
Rheumatic Disease Center, LLP's plans moved +41.1% in assets from 2022 to 2024; this filing shows Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust at $14M / 78 participants.
- #12,487
- in Healthcare & Social Assistance (17,684 peers)
- +25.1%
- assets growth YoY
Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,788,402 Top 35% higher than 65% 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
Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust is a small filing (78 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust reported participants fell from 83 in the plan year 2022 filing to 78 in the plan year 2023 filing.
DOL schedule card
Filing strip 391713075 · Rheumatic Disease Center, LLP PY 2023 · 401(k)
Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust · $14M · 78 · 65th
- NET $14M
- NET 78
- NET 65th
- NET 401(k)
- NET near McDonald's Wholesale Co. 401(k) Plan
- NET ind #12487
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 Wisconsin →
Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust in the asset neighbourhood
Rheumatic Disease Center, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Rheumatic Disease Center, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 41.14149678103067% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 83 | $11M |
| 2023 | 1 | 78 | $14M |
| 2024 | 1 | 50 | $16M |
Rheumatic Disease Center, LLP filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 391713075 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is McDonald's Wholesale Co. 401(k) Plan in OR ($14M); by covered participants it is Rasi 401(k) Plan in CO (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (78 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.