Defined Benefit (Pension) · DOL Form 5500 · 2023

Rheumatology Associates, S.C. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
12
Participants Small participant base
44th
Percentile by assets National rank
$414,560
Avg per participant High balance/head
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Official DOL plan name: Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust · Sponsored by Rheumatology Associates, S.C. · Illinois · Healthcare & Social Assistance

$5M in assets, 12 participants

Rheumatology Associates, S.C.'s Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust reported $5M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,521 in Healthcare & Social Assistance (17,684 peers)

Rheumatology Associates, S.C. multi-year trail

Rheumatology Associates, S.C.'s plans moved +13.7% in assets from 2022 to 2023; this filing shows Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust at $5M / 12 participants.

#8,521
in Healthcare & Social Assistance (17,684 peers)
+13.7%
assets growth YoY

Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust vs every filed plan by assets

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

$4,974,722 44th percentile higher than 44% 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

Rheumatology Associates, S.C. Defined Benefit Pension Plan & 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. Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust reported net income rose from -$973K in the plan year 2022 filing to $599K in the plan year 2023 filing.
  • Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 362673183 · Rheumatology Associates, S.C. PY 2023 · Defined Benefit (Pension)

Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust · $5M · 12 · 44th

  • EBSA $5M
  • EBSA 12
  • EBSA 44th
  • EBSA Defined Benefit (Pension)
  • EBSA near The National Bank of Delaware County Pension Plan as a Member of the New York State Bankers Retirement System
  • EBSA ind #8521

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 →

Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust in the asset neighbourhood

Rheumatology Associates, S.C. Defined Benefit Pension Plan & TrustRheumatology Associates, S.C…$5MThe National Bank of Delaware County Pension Plan as a Member of the New York State Bankers Retirement SystemThe National Bank of Delawar…$5MJlt (USA) Stable Value Plan - Tw LegacyJlt (USA) Stable Value Plan …$5MMember One Federal Credit Union Defined Benefit PlanMember One Federal Credit Un…$5MAbris Distribution, Inc. Defined Benefit PlanAbris Distribution, Inc. Def…$5M
End-of-year total assets ($M) among Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Rheumatology Associates, S.C. multi-year asset trail

Sponsor-wide plan assets over time

All Rheumatology Associates, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 13.700108861081786% vs 2022
2023 filing year
$4.2M$4.4M$4.6M$4.8M$5M$5.2M 20222023 $4.38M $4.97M ▲ +13.5%
Year Plans Participants Total Assets
2022 1 12 $4M
2023 1 12 $5M

Rheumatology Associates, S.C. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$599K
Employer EIN362673183
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust, Total assets ($B): 0.004974722 · Participants: 12Rheumatology Associates, S.C. Defined Benefit Pension Plan & TrustCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is The National Bank of Delaware County Pension Plan as a Member of the New York State Bankers Retirement System in PA ($5M); by covered participants it is Niagara Frontier Anesthesia Services, LLP Cash Balance Plan in NY (12 participants). Same-state nearby plans are listed separately above.

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 Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust assets move in 2023?
Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust grew at a solid clip - up 13.7% during 2023, from $4M to $5M. Reported net income was $599K.
How have Rheumatology Associates, S.C. plan assets changed over time?
Across 2 plan years on file (2022-2023), Rheumatology Associates, S.C.'s sponsor-wide assets grew 13.7%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust?
Among Defined Benefit (Pension) plans in other states, the closest by assets is The National Bank of Delaware County Pension Plan as a Member of the New York State Bankers Retirement System in PA ($5M, 10 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Niagara Frontier Anesthesia Services, LLP Cash Balance Plan in NY (12 participants, N/A in assets).