401(k) · DOL Form 5500 · 2023
Fox Valley Orthopaedic Associates, S.C. 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 205
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $187,500
- Avg per participant Above avg balance/head
Official DOL plan name: Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan · Sponsored by Fox Valley Orthopaedic Associates, S.C. · Illinois · Healthcare & Social Assistance
$38M in assets, 205 participants
Fox Valley Orthopaedic Associates, S.C.'s Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan reported $38M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #15,059 in Healthcare & Social Assistance (17,684 peers)
Coverage in Illinois
Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan covers 205 participants in Illinois, about 26% of the average Illinois filer (state average ~779 per filing). Assets: $38M.
- #15,059
- in Healthcare & Social Assistance (17,684 peers)
- +24.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan's outsized position by total assets
Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$38,437,571 Top 17% higher than 83% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan sits mid-pack in the medium band (205 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan end-of-year assets rose from $31M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan reported participants rose from 184 in the plan year 2022 filing to 205 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 362796281 · Fox Valley Orthopaedic Associates, S.C. PY 2023 · 401(k)
Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan · $38M · 205 · 83rd
- NET $38M
- NET 205
- NET 83rd
- NET 401(k)
- NET near Hartland 401(k) Retirement Plan Trust
- NET ind #15059
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 →
Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $8M |
| Employer EIN | 362796281 |
| Plan Effective Date | 1974-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fox Valley Orthopaedic Associates, S.C.)
Sponsor-wide plan assets over time
All Fox Valley Orthopaedic Associates, S.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 47.85457774135075% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 184 | $31M |
| 2023 | 1 | 205 | $38M |
| 2024 | 1 | 251 | $46M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Hartland 401(k) Retirement Plan Trust in NC ($38M); by covered participants it is Healthstar Physicians 401(k) & Profit Sharing Plan in AR (205 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- Hartland 401(k) Retirement Plan Trust (NC) $38M · 4,337
- Simplisafe 401(k) Plan (MA) $38M · 1,074
- Western Towboat Company 401(k) Profit Sharing Plan (WA) $38M · 143
- Mor Furniture for Less, Inc. Employee Employee Savings Plan (CA) $38M · 1,222
Similar participant headcount
Nearest other-state filings by covered participants (205 participants); asset peers above are excluded.
- Healthstar Physicians 401(k) & Profit Sharing Plan (AR) 205 · 0 off
- Dan Williams Company 401(k) Plan (TX) 205 · 0 off
- Lafrance Corp Cash or Deferred Profit Sharing Plan (PA) 205 · 0 off
- Nappi Distributors, Inc. 401(k) Plan (ME) 205 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.