Defined Benefit (Pension) · DOL Form 5500 · 2023

Brian P. Olofsson, M.D. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
30th
Percentile by assets National rank
$155,868
Avg per participant Above avg balance/head
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Official DOL plan name: Brian P. Olofsson,M.D. Retirement Plan & Trust · Sponsored by Brian P. Olofsson, M.D. · Illinois · Healthcare & Social Assistance

$2M in assets, 12 participants

Brian P. Olofsson, M.D.'s Brian P. Olofsson,M.D. Retirement Plan & Trust reported $2M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,954 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. Retirement Plan & Trust at $2M / 12 participants.

#4,954
in Healthcare & Social Assistance (17,684 peers)
+19.9%
assets growth YoY

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

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

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

$1,870,410 30th percentile higher than 30% 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. Retirement 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. Retirement 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

  • Brian P. Olofsson,M.D. Retirement Plan & Trust reported net income rose from -$110K in the plan year 2022 filing to $310K in the plan year 2023 filing.
  • Brian P. Olofsson,M.D. Retirement Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363493366 · Brian P. Olofsson, M.D. PY 2023 · Defined Benefit (Pension)

Brian P. Olofsson,M.D. Retirement Plan & Trust · $2M · 12 · 30th

  • EOY $2M
  • EOY 12
  • EOY 30th
  • EOY Defined Benefit (Pension)
  • EOY near El Paso Pain Center Defined Benefit Plan & Trust
  • EOY ind #4954

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. Retirement Plan & Trust in the asset neighbourhood

Andrew E Bakos Defined Benefit Pension PlanAndrew E Bakos Defined Benef…$2MBrian P. Olofsson,M.D. Retirement Plan & TrustBrian P. Olofsson,M.D. Retir…$2MEl Paso Pain Center Defined Benefit Plan & TrustEl Paso Pain Center Defined …$2MSnohc Cash Balance Plan$2MBricklayers Local Union No. 5 Pension PlanBricklayers Local Union No. …$2M
End-of-year total assets ($M) among Brian P. Olofsson,M.D. Retirement Plan & Trust and nearest nationwide Defined Benefit (Pension) 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)$2M
Net Assets (End of Year)$2M
Net Income$310K
Employer EIN363493366
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Illinois

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

Brian P. Olofsson,M.D. Retirement Plan & Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Brian P. Olofsson,M.D. Retirement Plan & Trust, Total assets ($B): 0.00187041 · Participants: 12Brian P. Olofsson,M.D. Retirement 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
Brian P. Olofsson,M.D. Retirement Plan & Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Brian P. Olofsson,M.D. Retirement Plan & Trust side-by-side with 3 peers →

Brian P. Olofsson,M.D. Retirement Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is El Paso Pain Center Defined Benefit Plan & Trust in TX ($2M); 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.

Similar participant headcount

Nearest other-state filings by covered participants (12 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. Retirement Plan & Trust assets move in 2023? ▼
Brian P. Olofsson,M.D. Retirement Plan & Trust grew sharply - up 19.9% during 2023, from $2M to $2M. Reported net income was $310K.
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.
Which Defined Benefit (Pension) plans are similar in size to Brian P. Olofsson,M.D. Retirement Plan & Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is El Paso Pain Center Defined Benefit Plan & Trust in TX ($2M, 112 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Brian P. Olofsson,M.D. Retirement 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).

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.