Profit Sharing · DOL Form 5500 · 2023

Sertoma Center Profit Sharing Plan

Data updated 2026-08-25

$606K
Total assets Small plan by assets
11
Participants Small participant base
20th
Percentile by assets National rank
$55,079
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sertoma Speech & Hearing Employee Pension Plan · Sponsored by Sertoma Center · Illinois · Healthcare & Social Assistance

$606K in assets, 11 participants

Sertoma Center's Sertoma Speech & Hearing Employee Pension Plan reported $606K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,619 in Healthcare & Social Assistance (17,684 peers)

Sertoma Center multi-year trail

Sertoma Center's plans moved +29.3% in assets from 2022 to 2024; this filing shows Sertoma Speech & Hearing Employee Pension Plan at $606K / 11 participants.

#2,619
in Healthcare & Social Assistance (17,684 peers)
+19.4%
assets growth YoY

Sertoma Speech & Hearing Employee Pension Plan among the smaller filed plans by assets

Sertoma Speech & Hearing Employee Pension Plan vs every filed plan by assets

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

$605,864 20th percentile higher than 20% 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

Sertoma Speech & Hearing Employee Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sertoma Speech & Hearing Employee Pension Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sertoma Speech & Hearing Employee Pension Plan reported net income rose from $69K in the plan year 2022 filing to $98K in the plan year 2023 filing.
  • Sertoma Speech & Hearing Employee Pension Plan end-of-year assets rose from $508K in the plan year 2022 filing to $606K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362882864 · Sertoma Center PY 2023 · Profit Sharing

Sertoma Speech & Hearing Employee Pension Plan · $606K · 11 · 20th

  • 5500 $606K
  • 5500 11
  • 5500 20th
  • 5500 Profit Sharing
  • 5500 near C. P. Muraco Enterprises Inc. Profit Sharing Plan
  • 5500 ind #2619

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 →

Sertoma Speech & Hearing Employee Pension Plan in the asset neighbourhood

Sertoma Speech & Hearing Employee Pension PlanSertoma Speech & Hearing Emp…$606KC. P. Muraco Enterprises Inc. Profit Sharing PlanC. P. Muraco Enterprises Inc…$606KSharon Paper Company$606KNoogs Properties Incorporated Retirement PlanNoogs Properties Incorporate…$606KDeblankson Enterprises Inc. Retirement PlanDeblankson Enterprises Inc. …$605K
End-of-year total assets ($M) among Sertoma Speech & Hearing Employee Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Sertoma Center multi-year asset trail

Sponsor-wide plan assets over time

All Sertoma Center plans reported in each filing year

Latest sponsor-wide plan assets
$656K 29.25035511153753% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M$0.65M$0.7M 202220232024 $0.51M $0.66M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 11 $508K
2023 1 11 $606K
2024 1 11 $656K

Sertoma Center filing trail (2023)

Total Assets (Beginning of Year)$508K
Net Assets (End of Year)$606K
Net Income$98K
Employer EIN362882864
Plan Effective Date1989-09-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sertoma Speech & Hearing Employee Pension Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Sertoma Speech & Hearing Employee Pension Plan, Total assets ($B): 0.000605864 · Participants: 11Sertoma Speech & Hearing Employee Pension PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.454274218 · Participants: 18524W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.245353634 · Participants: 23108Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.733520068 · Participants: 4366Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.788799198 · Participants: 16214Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.173752843 · Participants: 15604Carle Foundation Hospital and Affiliates Matching Tsa Plan
Sertoma Speech & Hearing Employee Pension Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Sertoma Speech & Hearing Employee Pension Plan side-by-side with 3 peers →

Sertoma Speech & Hearing Employee Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is C. P. Muraco Enterprises Inc. Profit Sharing Plan in OH ($606K); by covered participants it is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($606K here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Sertoma Speech & Hearing Employee Pension Plan assets move in 2023? ▼
Sertoma Speech & Hearing Employee Pension Plan grew sharply - up 19.4% during 2023, from $508K to $606K. Reported net income was $98K.
How have Sertoma Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sertoma Center's sponsor-wide assets grew 29.3%, from $508K to $656K.
Where does Sertoma Speech & Hearing Employee Pension Plan rank by assets among Form 5500 filers? ▼
Sertoma Speech & Hearing Employee Pension Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Sertoma Speech & Hearing Employee Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is C. P. Muraco Enterprises Inc. Profit Sharing Plan in OH ($606K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Sertoma Speech & Hearing Employee Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 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 362882864.

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.