401(k) · DOL Form 5500 · 2023

Orthopaedic Center of Illinois, Ltd. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
89
Participants Small participant base
82nd
Percentile by assets National rank
$400,617
Avg per participant High balance/head
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Official DOL plan name: Orthopaedic Center 401(k) Profit Sharing Plan and Trust · Sponsored by Orthopaedic Center of Illinois, Ltd. · Illinois · Healthcare & Social Assistance

$36M in assets, 89 participants

Orthopaedic Center of Illinois, Ltd.'s Orthopaedic Center 401(k) Profit Sharing Plan and Trust reported $36M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,917 in Healthcare & Social Assistance (17,684 peers)

Where Orthopaedic Center 401(k) Profit Sharing Plan and Trust sits by assets

Orthopaedic Center 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $36M for 89 participants (~$400,617/participant), up 13.0% in 2023.

#14,917
in Healthcare & Social Assistance (17,684 peers)
+13.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Orthopaedic Center 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Orthopaedic Center 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$35,654,904 Top 18% higher than 82% 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

Orthopaedic Center 401(k) Profit Sharing 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. Orthopaedic Center 401(k) Profit Sharing Plan and Trust is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopaedic Center 401(k) Profit Sharing Plan and Trust reported net income rose from -$10M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Orthopaedic Center 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $32M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Orthopaedic Center 401(k) Profit Sharing Plan and Trust reported participants fell from 94 in the plan year 2022 filing to 89 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364156469 · Orthopaedic Center of Illinois, Ltd. PY 2023 · 401(k)

Orthopaedic Center 401(k) Profit Sharing Plan and Trust · $36M · 89 · 82nd

  • EIN $36M
  • RANK 89
  • PHOTO 82nd
  • IND 401(k)
  • EOY near The Guidance Center Employees' 401(k) Trust
  • 5500 ind #14917

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 →

Orthopaedic Center 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Chandler (U.S.a), Inc. 401(k) Thrift PlanChandler (U.S.a), Inc. 401(k…$36MTeam Industries, Inc. Retirement Savings PlanTeam Industries, Inc. Retire…$36MOrthopaedic Center 401(k) Profit Sharing Plan and TrustOrthopaedic Center 401(k) Pr…$36MThe Guidance Center Employees' 401(k) TrustThe Guidance Center Employee…$36MSalamander 401(k) Retirement PlanSalamander 401(k) Retirement…$36M
End-of-year total assets ($M) among Orthopaedic Center 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$36M
Net Income$4M
Employer EIN364156469
Plan Effective Date1996-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic Center of Illinois, Ltd.)

Sponsor-wide plan assets over time

All Orthopaedic Center of Illinois, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 31.22400353358694% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.5M $41.4M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 94 $32M
2023 1 89 $36M
2024 1 90 $41M

Nearby 401(k) Plans in Illinois

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

Orthopaedic Center 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 ($B) Participants Orthopaedic Center 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.035654904 · Participants: 89Orthopaedic Center 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
Orthopaedic Center 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants

Orthopaedic Center 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 The Guidance Center Employees' 401(k) Trust in MI ($36M); by covered participants it is Cross Country 401(k) Plan in TX (89 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Orthopaedic Center 401(k) Profit Sharing Plan and Trust assets move in 2023?
Orthopaedic Center 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 13.0% during 2023, from $32M to $36M. Reported net income was $4M.
How have Orthopaedic Center of Illinois, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), Orthopaedic Center of Illinois, Ltd.'s sponsor-wide assets grew 31.2%, from $32M to $41M.
Where does Orthopaedic Center 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers?
Orthopaedic Center 401(k) Profit Sharing Plan and Trust ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Orthopaedic Center 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is The Guidance Center Employees' 401(k) Trust in MI ($36M, 567 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Center 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Cross Country 401(k) Plan in TX (89 participants, N/A in assets).