Profit Sharing · DOL Form 5500 · 2023
Siu Physicians & Surgeons Profit Sharing Plan
Data updated 2026-08-11
- $105M
- Total assets
- 259
- Participants
- 92nd
- Percentile by assets
- $406,587
- Avg per participant
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.
- 92nd percentile by assets (of 127,072 plans)
- #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.
- $105M
- total plan assets (2023 EOY)
- 259
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $406,587
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Siu P & S Retirement Plan reports 259 participants - about 33% of that state average ($105M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $94M |
|---|---|
| Net Assets (End of Year) | $105M |
| Net Income | $12M |
| Employer EIN | 364143823 |
| Plan Effective Date | 2001-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Siu Physicians & Surgeons)
| 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
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Siu P & S Retirement Plan by total assets, not by location.
- The Agma Retirement Plan (PA) $105M · 8,073
- Ons Savings Plan (CT) $105M · 688
- Tuality Healthcare Performance Retirement Plan - 403(b) (OR) $105M · 1,300
- Campbell Scientific Profit Sharing Plan (UT) $106M · 651
Frequently Asked Questions
How did Siu P & S Retirement Plan assets move in 2023? ▼
How have Siu Physicians & Surgeons plan assets changed over time? ▼
Where does Siu P & S Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Siu P & S Retirement Plan? ▼
Next read for Siu P & S Retirement Plan
Filing takeaways
Ways to act on Siu P & S Retirement Plan's numbers.
- By total assets, Siu P & S Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Illinois. Compare plans
- Siu Physicians & Surgeons's sponsor-wide assets have grown 20.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans