Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Hektoen Institute for Medical Research, L.L.C. · Illinois · Professional & Technical Services

What the 2023 filing shows

Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan holds $42M for 230 participants — about $183,114 per participant, up 13.3% over the 2023 plan year.

$42M
total plan assets (2023 EOY)
230
covered participants
$183,114
avg assets per participant
+13.3%
assets growth YoY
Total Assets (2023)
$42M
Participants
230
State
Industry
Professional & Technical Services

What the Filing Says About Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan

Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan is a Profit Sharing retirement plan sponsored by Hektoen Institute for Medical Research, L.L.C., headquartered in Illinois. As of the 2023 Form 5500 filing, the plan reports $42M in total end-of-year assets and covers 230 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 362244897, and the plan has been effective since 1966-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $37M at the beginning of 2023 to $42M at year-end — a gain of 13.3%. Net assets (after liabilities) closed the year at $42M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$37M
Total Assets (End of Year)$42M
Net Assets (End of Year)$42M
Net Income$5M
Plan TypeProfit Sharing
Employer EIN362244897
Plan Effective Date1966-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hektoen Institute for Medical Research, L.L.C.)

Year Plans Participants Total Assets
2022 1 256 $37M
2023 1 230 $42M
2024 1 203 $44M

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Frequently Asked Questions

How much money is in the Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan?
As of the 2023 Form 5500 filing, Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan holds $42M in total assets with 230 participants. It is sponsored by Hektoen Institute for Medical Research, L.L.C..
What type of plan is Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan?
Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan is a Profit Sharing plan. It has been effective since 1966-09-01. The plan is filed with the U.S. Department of Labor under EIN 362244897.
Who sponsors the Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan?
Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan is sponsored by Hektoen Institute for Medical Research, L.L.C., located in Illinois. The sponsor's EIN is 362244897 and the plan operates in the Professional & Technical Services industry.
How did Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan perform in 2023?
Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan grew by 13.3% during 2023, moving from $37M to $42M in total assets. Net income was $5M.
Where can I find official filings for Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan?
Official Form 5500 filings for Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362244897 or plan name at efast.dol.gov.
How does Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan compare to other plans?
You can compare Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 362244897.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.