401(k) · DOL Form 5500 · 2023
Illinois Bone and Joint Institute, LLC 401(k) Plan
Data updated 2026-08-25
- $243M
- Total assets Near avg plan size
- 1,472
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $164,937
- Avg per participant Above avg balance/head
Official DOL plan name: Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan · Sponsored by Illinois Bone and Joint Institute, LLC · Illinois · Healthcare & Social Assistance
$243M in assets, 1,472 participants
Illinois Bone and Joint Institute, LLC's Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan reported $243M in total assets and 1,472 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #16,960 in Healthcare & Social Assistance (17,684 peers)
Where Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan sits by assets
Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan sits in the top 5% of all filed plans by assets, $243M for 1,472 participants (~$164,937/participant), up 30.4% in 2023.
- #16,960
- in Healthcare & Social Assistance (17,684 peers)
- +30.4%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan's outsized position by total assets
Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$242,787,792 Top 5% higher than 95% 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
Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan lands in the large band (1,472 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan reported net income rose from -$34M in the plan year 2022 filing to $49M in the plan year 2023 filing.
- Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan end-of-year assets rose from $186M in the plan year 2022 filing to $243M in the plan year 2023 filing.
- Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan reported participants rose from 1,424 in the plan year 2022 filing to 1,472 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 203845479 · Illinois Bone and Joint Institute, LLC PY 2023 · 401(k)
Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan · $243M · 1,472 · 95th
- EBSA $243M
- PART 1,472
- TYPE 95th
- NET 401(k)
- BOOK near Ensco, Inc. Retirement Plan
- VS-ST ind #16960
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 →
Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $186M |
|---|---|
| Net Assets (End of Year) | $243M |
| Net Income | $49M |
| Employer EIN | 203845479 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Illinois Bone and Joint Institute, LLC)
Sponsor-wide plan assets over time
All Illinois Bone and Joint Institute, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $287M 54.17287364876309% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,424 | $186M |
| 2023 | 1 | 1,472 | $243M |
| 2024 | 1 | 2,246 | $287M |
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
Illinois Bone and Joint Institute, LLC 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 Ensco, Inc. Retirement Plan in VA ($243M); by covered participants it is The Capco 401(k) Profit Sharing Plan in NY (1,472 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($243M here).
- Ensco, Inc. Retirement Plan (VA) $243M · 595
- Commvault Systems, Inc. 401(k) Plan (NJ) $243M · 1,235
- Teladoc Health 401(k) Plan (NY) $243M · 3,617
- Signature Aviation USA, LLC 401(k) Plan (FL) $243M · 4,735
Similar participant headcount
Nearest other-state filings by covered participants (1,472 participants); asset peers above are excluded.
- The Capco 401(k) Profit Sharing Plan (NY) 1,472 · 0 off
- Abb Optical Group (FL) 1,472 · 0 off
- Volt 401(k) Plan (CA) 1,472 · 0 off
- Plumbers and Pipefitters Locals 502 & 633 Variable (MI) 1,472 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.