Defined Benefit (Pension) · DOL Form 5500 · 2023

Rockford Gastroenterology Associates, Ltd. Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
103
Participants Small participant base
72nd
Percentile by assets National rank
$183,745
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rga Cash Balance Plan · Sponsored by Rockford Gastroenterology Associates, Ltd. · Illinois · Healthcare & Social Assistance

$19M in assets, 103 participants

Rockford Gastroenterology Associates, Ltd.'s Rga Cash Balance Plan reported $19M in total assets and 103 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.

  • #13,471 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

Rga Cash Balance Plan covers 103 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $19M.

#13,471
in Healthcare & Social Assistance (17,684 peers)
+15.8%
assets growth YoY

Rga Cash Balance Plan's outsized position by total assets

Rga Cash Balance Plan vs every filed plan by assets

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

$18,925,747 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

Rga Cash Balance 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. Rga Cash Balance Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rga Cash Balance Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Rga Cash Balance Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Rga Cash Balance Plan reported participants fell from 117 in the plan year 2022 filing to 103 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 363081482 · Rockford Gastroenterology Associates, Ltd. PY 2023 · Defined Benefit (Pension)

Rga Cash Balance Plan · $19M · 103 · 72nd

  • VS-ST $19M
  • VS-ST 103
  • VS-ST 72nd
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Energy Harbor Pension Plan for Collectively Bargained Employees
  • VS-ST ind #13471

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 →

Rga Cash Balance Plan in the asset neighbourhood

Rga Cash Balance Plan$19MEnergy Harbor Pension Plan for Collectively Bargained EmployeesEnergy Harbor Pension Plan f…$19MPlumbers Lu 690 Metal Trades Pension PlanPlumbers Lu 690 Metal Trades…$19MMerle Norman Cosmetics, Inc. Retirement PlanMerle Norman Cosmetics, Inc.…$19MPaintmakers Pension Plan$19M
End-of-year total assets ($M) among Rga Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN363081482
Plan Effective Date2005-01-01
Filing StatusFILING 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
$45.2M$45.3M$45.4M$45.5M$45.6M 20222023 $45.3M $45.5M ▲ +0.4%
Year Plans Participants Total Assets
2022 2 231 $45M
2023 2 207 $45M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Rga Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Rga Cash Balance Plan, Total assets ($B): 0.018925747 · Participants: 103Rga Cash Balance PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Rga Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Rga Cash Balance Plan side-by-side with 3 peers →

Rga Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Energy Harbor Pension Plan for Collectively Bargained Employees in OH ($19M); by covered participants it is Pension Plan for Hawaii Dental Service in HI (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Rga Cash Balance Plan assets move in 2023? ▼
Rga Cash Balance Plan grew sharply - up 15.8% during 2023, from $16M to $19M. Reported net income was $3M.
How have Rockford Gastroenterology Associates, Ltd. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Rockford Gastroenterology Associates, Ltd.'s sponsor-wide assets grew 0.5%, from $45M to $45M.
Which Defined Benefit (Pension) plans are similar in size to Rga Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Energy Harbor Pension Plan for Collectively Bargained Employees in OH ($19M, 726 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rga Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Hawaii Dental Service in HI (103 participants, $42M 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 363081482.

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.