401(k) · DOL Form 5500 · 2024

Rheumatic Disease Center, LLP 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
50
Participants Small participant base
65th
Percentile by assets National rank
$311,010
Avg per participant High balance/head
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Official DOL plan name: Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust · Sponsored by Rheumatic Disease Center, LLP · Wisconsin · Healthcare & Social Assistance

$16M in assets, 50 participants

Rheumatic Disease Center, LLP's Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust reported $16M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #11,873 in Healthcare & Social Assistance (16,916 peers)

Rheumatic Disease Center, LLP multi-year trail

Rheumatic Disease Center, LLP's plans moved +41.1% in assets from 2022 to 2024; this filing shows Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust at $16M / 50 participants.

#11,873
in Healthcare & Social Assistance (16,916 peers)
+12.8%
assets growth YoY

Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$15,550,486 Top 35% higher than 65% of 123,620 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 2024

Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust reported participants fell from 78 in the plan year 2023 filing to 50 in the plan year 2024 filing.
  • Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391713075 · Rheumatic Disease Center, LLP PY 2024 · 401(k)

Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust · $16M · 50 · 65th

  • EIN $16M
  • RANK 50
  • PHOTO 65th
  • IND 401(k)
  • EOY near The Innovative Plastics Retirement Savings Plan
  • 5500 ind #11873

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 Wisconsin →

Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust in the asset neighbourhood

Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and TrustRheumatic Disease Center, LL…$16MThe Innovative Plastics Retirement Savings PlanThe Innovative Plastics Reti…$16MTony's Finer Foods Enterprises, LLC 401(k) PlanTony's Finer Foods Enterpris…$16MMechatronics, Inc. 401(k) Profit Sharing PlanMechatronics, Inc. 401(k) Pr…$16MBrewster Ambulance Service 401(k) Retirement PlanBrewster Ambulance Service 4…$16M
End-of-year total assets ($M) among Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rheumatic Disease Center, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Rheumatic Disease Center, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$16M 41.14149678103067% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11M $15.6M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 83 $11M
2023 1 78 $14M
2024 1 50 $16M

Rheumatic Disease Center, LLP filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN391713075
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust, Total assets ($B): 0.015550486 · Participants: 50Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Innovative Plastics Retirement Savings Plan in NY ($16M); by covered participants it is Advata 401(k) Plan in TX (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust assets move in 2024?
Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust grew at a solid clip - up 12.8% during 2024, from $14M to $16M. Reported net income was $2M.
How have Rheumatic Disease Center, LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Rheumatic Disease Center, LLP's sponsor-wide assets grew 41.1%, from $11M to $16M.
Which 401(k) plans are similar in size to Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is The Innovative Plastics Retirement Savings Plan in NY ($16M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Advata 401(k) Plan in TX (50 participants, N/A in assets).