401(k) · DOL Form 5500 · 2023
Midwest Orthopaedics at Rush, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 835
- Participants Near avg headcount
- 39th
- Percentile by assets National rank
- $4,423
- Avg per participant Low balance/head
Official DOL plan name: Midwest Orthopaedics at Rush Profit Sharing / 401(k) Plan · Sponsored by Midwest Orthopaedics at Rush, LLC · Illinois · Healthcare & Social Assistance
$4M in assets, 835 participants
Midwest Orthopaedics at Rush, LLC's Midwest Orthopaedics at Rush Profit Sharing / 401(k) Plan reported $4M in total assets and 835 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #7,258 in Healthcare & Social Assistance (17,684 peers)
Midwest Orthopaedics at Rush, LLC multi-year trail
Midwest Orthopaedics at Rush, LLC's plans moved -95.4% in assets from 2022 to 2023; this filing shows Midwest Orthopaedics at Rush Profit Sharing / 401(k) Plan at $4M / 835 participants.
- #7,258
- in Healthcare & Social Assistance (17,684 peers)
- -95.4%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Midwest Orthopaedics at Rush Profit Sharing / 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Midwest Orthopaedics at Rush Profit Sharing / 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,692,802 39th percentile higher than 39% 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
Midwest Orthopaedics at Rush Profit Sharing / 401(k) 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. Midwest Orthopaedics at Rush Profit Sharing / 401(k) Plan sits mid-pack in the medium band (835 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Midwest Orthopaedics at Rush Profit Sharing / 401(k) Plan end-of-year assets fell from $81M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Midwest Orthopaedics at Rush Profit Sharing / 401(k) Plan reported net income rose from -$16M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- Midwest Orthopaedics at Rush Profit Sharing / 401(k) Plan reported participants rose from 730 in the plan year 2022 filing to 835 in the plan year 2023 filing.
DOL schedule card
Filing strip 300176561 · Midwest Orthopaedics at Rush, LLC PY 2023 · 401(k)
Midwest Orthopaedics at Rush Profit Sharing / 401(k) Plan · $4M · 835 · 39th
- PCT $4M
- EIN 835
- RANK 39th
- PHOTO 401(k)
- IND near Grand Rapids Chair Company 401(k) Retirement Savings Plan
- EOY ind #7258
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 →
Midwest Orthopaedics at Rush Profit Sharing / 401(k) Plan in the asset neighbourhood
Midwest Orthopaedics at Rush, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Midwest Orthopaedics at Rush, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 95.43072530193166% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 730 | $81M |
| 2023 | 1 | 835 | $4M |
Midwest Orthopaedics at Rush, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $81M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$1M |
| Employer EIN | 300176561 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
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
Midwest Orthopaedics at Rush Profit Sharing / 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Grand Rapids Chair Company 401(k) Retirement Savings Plan in MI ($4M); by covered participants it is 401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. in CA (835 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (835 participants); asset peers above are excluded.
- 401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. (CA) 835 · 0 off
- Pack Automotive Group 401(k) Plan (TX) 835 · 0 off
- Jewish Senior Life 401(k) Retirement Plan (NY) 835 · 0 off
- Praxis Packaging 401(k) Plan (MI) 835 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.