401(k) · DOL Form 5500 · 2023

Brian P. Olofsson, M.D. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
13
Participants Small participant base
25th
Percentile by assets National rank
$87,186
Avg per participant Below avg balance/head
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Official DOL plan name: Brian P. Olofsson,M.D. Profit Sharing Plan & Trust · Sponsored by Brian P. Olofsson, M.D. · Illinois · Healthcare & Social Assistance

$1M in assets, 13 participants

Brian P. Olofsson, M.D.'s Brian P. Olofsson,M.D. Profit Sharing Plan & Trust reported $1M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,675 in Healthcare & Social Assistance (17,684 peers)

Brian P. Olofsson, M.D. multi-year trail

Brian P. Olofsson, M.D.'s plans moved +16.7% in assets from 2022 to 2023; this filing shows Brian P. Olofsson,M.D. Profit Sharing Plan & Trust at $1M / 13 participants.

#3,675
in Healthcare & Social Assistance (17,684 peers)
+11.9%
assets growth YoY

Brian P. Olofsson,M.D. Profit Sharing Plan & Trust among the smaller filed plans by assets

Brian P. Olofsson,M.D. Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,133,420 25th percentile higher than 25% 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

Brian P. Olofsson,M.D. Profit Sharing 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. Brian P. Olofsson,M.D. Profit Sharing Plan & Trust is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brian P. Olofsson,M.D. Profit Sharing Plan & Trust reported net income rose from -$79K in the plan year 2022 filing to $121K in the plan year 2023 filing.
  • Brian P. Olofsson,M.D. Profit Sharing Plan & Trust reported participants rose from 11 in the plan year 2022 filing to 13 in the plan year 2023 filing.
  • Brian P. Olofsson,M.D. Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 363493366 · Brian P. Olofsson, M.D. PY 2023 · 401(k)

Brian P. Olofsson,M.D. Profit Sharing Plan & Trust · $1M · 13 · 25th

  • EIN $1M
  • RANK 13
  • PHOTO 25th
  • IND 401(k)
  • EOY near Oshman & Mirisola, L.L.P. Profit Sharing & 401(k) Plan
  • 5500 ind #3675

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 →

Brian P. Olofsson,M.D. Profit Sharing Plan & Trust in the asset neighbourhood

Brian P. Olofsson,M.D. Profit Sharing Plan & TrustBrian P. Olofsson,M.D. Profi…$1MOshman & Mirisola, L.L.P. Profit Sharing & 401(k) PlanOshman & Mirisola, L.L.P. Pr…$1MApproved Mortgage 401(k) Plan$1MMoravia Health Network LLC 401(k) Profit Sharing Plan & TrustMoravia Health Network LLC 4…$1MAndre Landscape 401(k) Plan$1M
End-of-year total assets ($M) among Brian P. Olofsson,M.D. Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Brian P. Olofsson, M.D. multi-year asset trail

Sponsor-wide plan assets over time

All Brian P. Olofsson, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.749122485855416% vs 2022
2023 filing year
$2.4M$2.6M$2.8M$3M$3.2M 20222023 $2.57M $3M ▲ +16.7%
Year Plans Participants Total Assets
2022 2 23 $3M
2023 2 25 $3M

Brian P. Olofsson, M.D. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$121K
Employer EIN363493366
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Brian P. Olofsson,M.D. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Brian P. Olofsson,M.D. Profit Sharing Plan & Trust, Total assets ($B): 0.00113342 · Participants: 13Brian P. Olofsson,M.D. Profit Sharing Plan & 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
Brian P. Olofsson,M.D. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Brian P. Olofsson,M.D. Profit Sharing Plan & Trust side-by-side with 3 peers →

Brian P. Olofsson,M.D. Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Oshman & Mirisola, L.L.P. Profit Sharing & 401(k) Plan in NJ ($1M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Brian P. Olofsson,M.D. Profit Sharing Plan & Trust assets move in 2023? ▼
Brian P. Olofsson,M.D. Profit Sharing Plan & Trust grew at a solid clip - up 11.9% during 2023, from $1M to $1M. Reported net income was $121K.
How have Brian P. Olofsson, M.D. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Brian P. Olofsson, M.D.'s sponsor-wide assets grew 16.7%, from $3M to $3M.
Where does Brian P. Olofsson,M.D. Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Brian P. Olofsson,M.D. Profit Sharing Plan & Trust ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Brian P. Olofsson,M.D. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Oshman & Mirisola, L.L.P. Profit Sharing & 401(k) Plan in NJ ($1M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Brian P. Olofsson,M.D. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 363493366.

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.