401(k) · DOL Form 5500 · 2023

The Society of Thoracic Surgeons 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
66
Participants Small participant base
63rd
Percentile by assets National rank
$189,308
Avg per participant Above avg balance/head
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Official DOL plan name: The Society of Thoracic Surgeons 401(k) Retirement Plan · Sponsored by The Society of Thoracic Surgeons · Illinois · Other Services

$12M in assets, 66 participants

The Society of Thoracic Surgeons's The Society of Thoracic Surgeons 401(k) Retirement Plan reported $12M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,245 in Other Services (7,857 peers)

The Society of Thoracic Surgeons multi-year trail

The Society of Thoracic Surgeons's plans moved +49.7% in assets from 2022 to 2024; this filing shows The Society of Thoracic Surgeons 401(k) Retirement Plan at $12M / 66 participants.

#6,245
in Other Services (7,857 peers)
+26.3%
assets growth YoY

The Society of Thoracic Surgeons 401(k) Retirement Plan's mid-pack asset rank among Other Services and all filers

The Society of Thoracic Surgeons 401(k) Retirement Plan vs every filed plan by assets

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

$12,494,354 Top 37% higher than 63% 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

The Society of Thoracic Surgeons 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Society of Thoracic Surgeons 401(k) Retirement Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Society of Thoracic Surgeons 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Society of Thoracic Surgeons 401(k) Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • The Society of Thoracic Surgeons 401(k) Retirement Plan reported participants fell from 67 in the plan year 2022 filing to 66 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 363022713 · The Society of Thoracic Surgeons PY 2023 · 401(k)

The Society of Thoracic Surgeons 401(k) Retirement Plan · $12M · 66 · 63rd

  • RANK $12M
  • PHOTO 66
  • IND 63rd
  • EOY 401(k)
  • 5500 near Hafer Psc Profit Sharing Plan
  • ASSETS ind #6245

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 Other Services retirement plans → · Plans in Illinois →

The Society of Thoracic Surgeons 401(k) Retirement Plan in the asset neighbourhood

O'donnell Honda 401(k) Retirement PlanO'donnell Honda 401(k) Retir…$12MThe Society of Thoracic Surgeons 401(k) Retirement PlanThe Society of Thoracic Surg…$12MHafer Psc Profit Sharing Plan$12MFiber Instrument Sales, Inc. 401(k) Profit Sharing PlanFiber Instrument Sales, Inc.…$12MThrive Together, LLC 401(k) Profit Sharing PlanThrive Together, LLC 401(k) …$12M
End-of-year total assets ($M) among The Society of Thoracic Surgeons 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Society of Thoracic Surgeons multi-year asset trail

Sponsor-wide plan assets over time

All The Society of Thoracic Surgeons plans reported in each filing year

Latest sponsor-wide plan assets
$15M 49.67621041910547% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.89M $14.8M ▲ +49.7%
Year Plans Participants Total Assets
2022 1 67 $10M
2023 1 66 $12M
2024 1 77 $15M

The Society of Thoracic Surgeons filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN363022713
Plan Effective Date2002-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

The Society of Thoracic Surgeons 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants The Society of Thoracic Surgeons 401(k) Retirement Plan, Total assets ($B): 0.012494354 · Participants: 66The Society of Thoracic Surgeons 401(k) Retirement PlanAccenture 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
The Society of Thoracic Surgeons 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Society of Thoracic Surgeons 401(k) Retirement Plan side-by-side with 3 peers →

The Society of Thoracic Surgeons 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Hafer Psc Profit Sharing Plan in IN ($12M); by covered participants it is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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 The Society of Thoracic Surgeons 401(k) Retirement Plan assets move in 2023? ▼
The Society of Thoracic Surgeons 401(k) Retirement Plan grew sharply - up 26.3% during 2023, from $10M to $12M. Reported net income was $3M.
How have The Society of Thoracic Surgeons plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Society of Thoracic Surgeons's sponsor-wide assets grew 49.7%, from $10M to $15M.
Which 401(k) plans are similar in size to The Society of Thoracic Surgeons 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hafer Psc Profit Sharing Plan in IN ($12M, 54 participants).
Which 401(k) plans cover a similar participant headcount to The Society of Thoracic Surgeons 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants, $3M 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 363022713.

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.