401(k) · DOL Form 5500 · 2023

First Rockford Group, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
191
Participants Below avg headcount
42nd
Percentile by assets National rank
$23,716
Avg per participant Low balance/head
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Official DOL plan name: First Midwest Group 401(k) Plan · Sponsored by First Rockford Group, Inc. · Illinois · Real Estate

$5M in assets, 191 participants

First Rockford Group, Inc.'s First Midwest Group 401(k) Plan reported $5M in total assets and 191 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,942 in Real Estate (4,727 peers)

Coverage in Illinois

First Midwest Group 401(k) Plan covers 191 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $5M.

#2,942
in Real Estate (4,727 peers)
+14.8%
assets growth YoY

First Midwest Group 401(k) Plan's mid-pack asset rank among Real Estate and all filers

First Midwest Group 401(k) Plan vs every filed plan by assets

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

$4,529,826 42nd percentile higher than 42% 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

First Midwest Group 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. First Midwest Group 401(k) Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Midwest Group 401(k) Plan reported net income rose from -$418K in the plan year 2022 filing to $571K in the plan year 2023 filing.
  • First Midwest Group 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • First Midwest Group 401(k) Plan reported participants fell from 200 in the plan year 2022 filing to 191 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 363348156 · First Rockford Group, Inc. PY 2023 · 401(k)

First Midwest Group 401(k) Plan · $5M · 191 · 42nd

  • TYPE $5M
  • TYPE 191
  • TYPE 42nd
  • TYPE 401(k)
  • TYPE near Jnj Express Inc. 401(k) Plan
  • TYPE ind #2942

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 Real Estate retirement plans → · Plans in Illinois →

First Midwest Group 401(k) Plan in the asset neighbourhood

First Midwest Group 401(k) PlanFirst Midwest Group 401(k) P…$5MJnj Express Inc. 401(k) Plan$5MCleveland Plant & Flower Company 401(k) PlanCleveland Plant & Flower Com…$5MMilwaukee General Construction Co., Inc. 401(k) Profit Sharing Retirement PlanMilwaukee General Constructi…$5MHilty's International, Inc. Dba Hilty's Electrical Contracting Profit Sharing PlanHilty's International, Inc. …$5M
End-of-year total assets ($M) among First Midwest Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$571K
Employer EIN363348156
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Rockford Group, Inc.)

Sponsor-wide plan assets over time

All First Rockford Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 14.808596832985854% vs 2022
2023 filing year
$3.8M$4M$4.2M$4.4M$4.6M 20222023 $3.95M $4.53M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 200 $4M
2023 1 191 $5M

Nearby 401(k) Plans in Illinois

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

First Midwest Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants First Midwest Group 401(k) Plan, Total assets ($B): 0.004529826 · Participants: 191First Midwest Group 401(k) PlanAccenture 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
First Midwest Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare First Midwest Group 401(k) Plan side-by-side with 3 peers →

First Midwest Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Jnj Express Inc. 401(k) Plan in TN ($5M); by covered participants it is Cwb Holdings, Inc. 401(k) Plan in CO (191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (191 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 First Midwest Group 401(k) Plan assets move in 2023? ▼
First Midwest Group 401(k) Plan grew at a solid clip - up 14.8% during 2023, from $4M to $5M. Reported net income was $571K.
How have First Rockford Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), First Rockford Group, Inc.'s sponsor-wide assets grew 14.8%, from $4M to $5M.
Which 401(k) plans are similar in size to First Midwest Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jnj Express Inc. 401(k) Plan in TN ($5M, 248 participants).
Which 401(k) plans cover a similar participant headcount to First Midwest Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cwb Holdings, Inc. 401(k) Plan in CO (191 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 363348156.

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.