401(k) · DOL Form 5500 · 2023

Million Dollar Round Table 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
106
Participants Small participant base
72nd
Percentile by assets National rank
$183,981
Avg per participant Above avg balance/head
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Official DOL plan name: Million Dollar Round Table 401(k) Thrift Plan · Sponsored by Million Dollar Round Table · Illinois · Other Services

$20M in assets, 106 participants

Million Dollar Round Table's Million Dollar Round Table 401(k) Thrift Plan reported $20M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,656 in Other Services (7,857 peers)

Coverage in Illinois

Million Dollar Round Table 401(k) Thrift Plan covers 106 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $20M.

#6,656
in Other Services (7,857 peers)
+13.5%
assets growth YoY

Million Dollar Round Table 401(k) Thrift Plan's outsized position by total assets

Million Dollar Round Table 401(k) Thrift Plan vs every filed plan by assets

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

$19,502,036 Top 28% higher than 72% 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

Million Dollar Round Table 401(k) Thrift 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. Million Dollar Round Table 401(k) Thrift Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Million Dollar Round Table 401(k) Thrift Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Million Dollar Round Table 401(k) Thrift Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362138427 · Million Dollar Round Table PY 2023 · 401(k)

Million Dollar Round Table 401(k) Thrift Plan · $20M · 106 · 72nd

  • PHOTO $20M
  • IND 106
  • EOY 72nd
  • 5500 401(k)
  • ASSETS near Megamex Foods, LLC 401(k) Plan
  • PCT ind #6656

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 Other Services retirement plans → · Plans in Illinois →

Million Dollar Round Table 401(k) Thrift Plan in the asset neighbourhood

Million Dollar Round Table 401(k) Thrift PlanMillion Dollar Round Table 4…$20MMegamex Foods, LLC 401(k) PlanMegamex Foods, LLC 401(k) Pl…$20MIdentity Digital 401(k) Plan$20MDigital.Ai 401(k) Savings & Investment PlanDigital.Ai 401(k) Savings & …$20MThe Honest Company, Inc. 401(k) Profit Sharing PlanThe Honest Company, Inc. 401…$20M
End-of-year total assets ($M) among Million Dollar Round Table 401(k) Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN362138427
Plan Effective Date1977-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Million Dollar Round Table)

Sponsor-wide plan assets over time

All Million Dollar Round Table plans reported in each filing year

Latest sponsor-wide plan assets
$42M 32.88827125461245% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.7M $42.1M ▲ +32.9%
Year Plans Participants Total Assets
2022 2 207 $32M
2023 2 210 $37M
2024 2 249 $42M

Nearby 401(k) Plans in Illinois

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

Million Dollar Round Table 401(k) Thrift Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Million Dollar Round Table 401(k) Thrift Plan, Total assets ($B): 0.019502036 · Participants: 106Million Dollar Round Table 401(k) Thrift 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
Million Dollar Round Table 401(k) Thrift Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Million Dollar Round Table 401(k) Thrift Plan side-by-side with 3 peers →

Million Dollar Round Table 401(k) Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Megamex Foods, LLC 401(k) Plan in CA ($20M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Million Dollar Round Table 401(k) Thrift Plan assets move in 2023? ▼
Million Dollar Round Table 401(k) Thrift Plan grew at a solid clip - up 13.5% during 2023, from $17M to $20M. Reported net income was $2M.
How have Million Dollar Round Table plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Million Dollar Round Table's sponsor-wide assets grew 32.9%, from $32M to $42M.
Which 401(k) plans are similar in size to Million Dollar Round Table 401(k) Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is Megamex Foods, LLC 401(k) Plan in CA ($20M, 604 participants).
Which 401(k) plans cover a similar participant headcount to Million Dollar Round Table 401(k) Thrift Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 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 362138427.

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.