401(k) · DOL Form 5500 · 2024
Illinois Valley Endodontics, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $444,728
- Avg per participant High balance/head
Official DOL plan name: Illinois Valley Endodontics, LLC Retirement Plan and Trust · Sponsored by Illinois Valley Endodontics, LLC · Illinois · Healthcare & Social Assistance
$2M in assets, 4 participants
Illinois Valley Endodontics, LLC's Illinois Valley Endodontics, LLC Retirement Plan and Trust reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #4,375 in Healthcare & Social Assistance (16,916 peers)
Illinois Valley Endodontics, LLC multi-year trail
Illinois Valley Endodontics, LLC's plans moved +34.5% in assets from 2022 to 2024; this filing shows Illinois Valley Endodontics, LLC Retirement Plan and Trust at $2M / 4 participants.
- #4,375
- in Healthcare & Social Assistance (16,916 peers)
- +19.5%
- assets growth YoY
Illinois Valley Endodontics, LLC Retirement Plan and Trust among the smaller filed plans by assets
Illinois Valley Endodontics, LLC Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,778,913 28th percentile higher than 28% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Illinois Valley Endodontics, LLC Retirement Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Illinois Valley Endodontics, LLC Retirement Plan and Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Illinois Valley Endodontics, LLC Retirement Plan and Trust reported net income rose from $166K in the plan year 2023 filing to $290K in the plan year 2024 filing.
- Illinois Valley Endodontics, LLC Retirement Plan and Trust reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Illinois Valley Endodontics, LLC Retirement Plan and Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
DOL schedule card
Filing strip 364417516 · Illinois Valley Endodontics, LLC PY 2024 · 401(k)
Illinois Valley Endodontics, LLC Retirement Plan and Trust · $2M · 4 · 28th
- BOY $2M
- BOY 4
- BOY 28th
- BOY 401(k)
- BOY near Heritage 401(k) Plan
- BOY ind #4375
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 →
Illinois Valley Endodontics, LLC Retirement Plan and Trust in the asset neighbourhood
Illinois Valley Endodontics, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Illinois Valley Endodontics, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 34.455157881052386% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $1M |
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 4 | $2M |
Illinois Valley Endodontics, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $290K |
| Employer EIN | 364417516 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Illinois Valley Endodontics, LLC Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Heritage 401(k) Plan in NM ($2M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.