401(k) · DOL Form 5500 · 2024

Dr John Elstrom Ltd 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
28th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust · Sponsored by Dr John Elstrom Ltd · Illinois · Healthcare & Social Assistance

$2M in assets, 1 participants

Dr John Elstrom Ltd's Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 1 participant 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.

  • #4,416 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust holds $2M for 1 participant - about $1.8M per participant, in the lower half of filed plans by assets.

#4,416
in Healthcare & Social Assistance (16,916 peers)
-2.5%
assets change YoY

The plan reported a net loss of $46K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,810,568 28th percentile higher than 28% 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

Dr John Elstrom Ltd 401(k) Profit Sharing 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. Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust reported net income fell from $94K in the plan year 2023 filing to -$46K in the plan year 2024 filing.
  • Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 821997707 · Dr John Elstrom Ltd PY 2024 · 401(k)

Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust · $2M · 1 · 28th

  • ASSETS $2M
  • PCT 1
  • EIN 28th
  • RANK 401(k)
  • PHOTO near Profit Sharing Plan for Ken Ransford, P.C.
  • IND ind #4416

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 →

Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Dr John Elstrom Ltd 401(k) Profit Sharing Plan and TrustDr John Elstrom Ltd 401(k) P…$2MProfit Sharing Plan for Ken Ransford, P.C.Profit Sharing Plan for Ken …$2MThomas Colville, Inc. 401(k) PlanThomas Colville, Inc. 401(k)…$2MStiffey Enterprises, LP 401(k) Plan 401(k) Profit Sharing PlanStiffey Enterprises, LP 401(…$2MMason & Associates, Inc. 401(k) PlanMason & Associates, Inc. 401…$2M
End-of-year total assets ($M) among Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$46K
Employer EIN821997707
Plan Effective Date1980-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dr John Elstrom Ltd)

Sponsor-wide plan assets over time

All Dr John Elstrom Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.7588625835576104% vs 2022
2024 filing year
$1.75M$1.8M$1.85M$1.9M 202220232024 $1.76M $1.81M ▲ +2.8%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Nearby 401(k) Plans in Illinois

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

Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.001810568 · Participants: 1Dr John Elstrom Ltd 401(k) Profit Sharing Plan and TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Profit Sharing Plan for Ken Ransford, P.C. in CO ($2M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust edged down modestly - down 2.5% during 2024, from $2M to $2M. Reported net income was -$46K.
How have Dr John Elstrom Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr John Elstrom Ltd's sponsor-wide assets grew 2.8%, from $2M to $2M.
Which 401(k) plans are similar in size to Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Profit Sharing Plan for Ken Ransford, P.C. in CO ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Dr John Elstrom Ltd 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 821997707.

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.