Profit Sharing · DOL Form 5500 · 2023

Siu Physicians & Surgeons Profit Sharing Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
259
Participants Below avg headcount
92nd
Percentile by assets National rank
$406,587
Avg per participant High balance/head
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Official DOL plan name: Siu P & S Retirement Plan · Sponsored by Siu Physicians & Surgeons · Illinois · Healthcare & Social Assistance

$105M in assets, 259 participants

Siu Physicians & Surgeons's Siu P & S Retirement Plan reported $105M in total assets and 259 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,385 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

Siu P & S Retirement Plan covers 259 participants in Illinois, about 33% of the average Illinois filer (state average ~779 per filing). Assets: $105M.

#16,385
in Healthcare & Social Assistance (17,684 peers)
+12.5%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Siu P & S Retirement Plan's outsized position by total assets

Siu P & S Retirement Plan vs every filed plan by assets

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

$105,306,162 Top 8% higher than 92% 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

Siu P & S Retirement 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. Siu P & S Retirement Plan sits mid-pack in the medium band (259 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Siu P & S Retirement Plan end-of-year assets rose from $94M in the plan year 2022 filing to $105M in the plan year 2023 filing.
  • Siu P & S Retirement Plan reported participants rose from 252 in the plan year 2022 filing to 259 in the plan year 2023 filing.
  • Siu P & S Retirement Plan reported net income fell from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 364143823 · Siu Physicians & Surgeons PY 2023 · Profit Sharing

Siu P & S Retirement Plan · $105M · 259 · 92nd

  • EIN $105M
  • EIN 259
  • EIN 92nd
  • EIN Profit Sharing
  • EIN near The Agma Retirement Plan
  • EIN ind #16385

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 →

Siu P & S Retirement Plan in the asset neighbourhood

Campbell Scientific Profit Sharing PlanCampbell Scientific Profit S…$106MThe Agma Retirement Plan$105MSiu P & S Retirement Plan$105MOns Savings Plan$105MTuality Healthcare Performance Retirement Plan - 403(b)Tuality Healthcare Performan…$105M
End-of-year total assets ($M) among Siu P & S Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$105M
Net Income$12M
Employer EIN364143823
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Siu Physicians & Surgeons)

Sponsor-wide plan assets over time

All Siu Physicians & Surgeons plans reported in each filing year

Latest sponsor-wide plan assets
$113M 20.31357873381173% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $93.6M $113M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 252 $94M
2023 1 259 $105M
2024 1 266 $113M

Nearby Profit Sharing Plans in Illinois

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

Siu P & S Retirement Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Siu P & S Retirement Plan, Total assets ($B): 0.105306162 · Participants: 259Siu P & S Retirement 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
Siu P & S Retirement Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Siu P & S Retirement Plan side-by-side with 3 peers →

Siu P & S Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is The Agma Retirement Plan in PA ($105M); by covered participants it is Dccca, Inc. 403(b) Plan in KS (259 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($105M here).

Similar participant headcount

Nearest other-state filings by covered participants (259 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 Siu P & S Retirement Plan assets move in 2023? ▼
Siu P & S Retirement Plan grew at a solid clip - up 12.5% during 2023, from $94M to $105M. Reported net income was $12M.
How have Siu Physicians & Surgeons plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Siu Physicians & Surgeons's sponsor-wide assets grew 20.3%, from $94M to $113M.
Where does Siu P & S Retirement Plan rank by assets among Form 5500 filers? ▼
Siu P & S Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Siu P & S Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Agma Retirement Plan in PA ($105M, 8,073 participants).
Which Profit Sharing plans cover a similar participant headcount to Siu P & S Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dccca, Inc. 403(b) Plan in KS (259 participants, $8M 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 364143823.

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.