401(k) · DOL Form 5500 · 2023
Rockford Gastroenterology Associates, Ltd. 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 104
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $255,463
- Avg per participant Above avg balance/head
Official DOL plan name: Rockford Gastroenterology Associates, Ltd. 401(k) Profit Sharing Plan · Sponsored by Rockford Gastroenterology Associates, Ltd. · Illinois · Healthcare & Social Assistance
$27M in assets, 104 participants
Rockford Gastroenterology Associates, Ltd.'s Rockford Gastroenterology Associates, Ltd. 401(k) Profit Sharing Plan reported $27M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #14,313 in Healthcare & Social Assistance (17,684 peers)
Coverage in Illinois
Rockford Gastroenterology Associates, Ltd. 401(k) Profit Sharing Plan covers 104 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $27M.
- #14,313
- in Healthcare & Social Assistance (17,684 peers)
- -8.2%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rockford Gastroenterology Associates, Ltd. 401(k) Profit Sharing Plan's outsized position by total assets
Rockford Gastroenterology Associates, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,568,166 Top 23% higher than 77% 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
Rockford Gastroenterology Associates, Ltd. 401(k) Profit Sharing 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. Rockford Gastroenterology Associates, Ltd. 401(k) Profit Sharing Plan sits mid-pack in the medium band (104 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rockford Gastroenterology Associates, Ltd. 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Rockford Gastroenterology Associates, Ltd. 401(k) Profit Sharing Plan reported participants fell from 114 in the plan year 2022 filing to 104 in the plan year 2023 filing.
- Rockford Gastroenterology Associates, Ltd. 401(k) Profit Sharing Plan end-of-year assets fell from $29M in the plan year 2022 filing to $27M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 363081482 · Rockford Gastroenterology Associates, Ltd. PY 2023 · 401(k)
Rockford Gastroenterology Associates, Ltd. 401(k) Profit Sharing Plan · $27M · 104 · 77th
- NET $27M
- BOOK 104
- VS-ST 77th
- BOY 401(k)
- SCH near Robinson & Cole Employee Savings Plan
- EBSA ind #14313
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 →
Rockford Gastroenterology Associates, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$2M |
| Employer EIN | 363081482 |
| Plan Effective Date | 1981-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rockford Gastroenterology Associates, Ltd.)
Sponsor-wide plan assets over time
All Rockford Gastroenterology Associates, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 0.45050683398822944% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 231 | $45M |
| 2023 | 2 | 207 | $45M |
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
Rockford Gastroenterology Associates, Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Robinson & Cole Employee Savings Plan in CT ($27M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.
- Penn Automotive, Inc. 401(k) Plan (MI) 104 · 0 off
- Kass Shuler, P. a. 401(k) Profit Sharing Plan (FL) 104 · 0 off
- Anord Mardix (USA) Inc. (VA) 104 · 0 off
- Cleveland Hardware and Forging Co. Profit Sharing (WI) 104 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.