401(k) · DOL Form 5500 · 2024
Orthopaedic Center of Illinois, Ltd. 401(k) Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 90
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $459,862
- Avg per participant High balance/head
Official DOL plan name: Orthopaedic Center 401(k) Profit Sharing Plan and Trust · Sponsored by Orthopaedic Center of Illinois, Ltd. · Illinois · Healthcare & Social Assistance
$41M in assets, 90 participants
Orthopaedic Center of Illinois, Ltd.'s Orthopaedic Center 401(k) Profit Sharing Plan and Trust reported $41M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #14,280 in Healthcare & Social Assistance (16,916 peers)
Where Orthopaedic Center 401(k) Profit Sharing Plan and Trust sits by assets
Orthopaedic Center 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $41M for 90 participants (~$459,862/participant), up 16.1% in 2024.
- #14,280
- in Healthcare & Social Assistance (16,916 peers)
- +16.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Orthopaedic Center 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Orthopaedic Center 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,387,556 Top 18% higher than 82% 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
Orthopaedic Center 401(k) Profit Sharing 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. Orthopaedic Center 401(k) Profit Sharing Plan and Trust is a small filing (90 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Orthopaedic Center 401(k) Profit Sharing Plan and Trust reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Orthopaedic Center 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $36M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- Orthopaedic Center 401(k) Profit Sharing Plan and Trust reported participants rose from 89 in the plan year 2023 filing to 90 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 364156469 · Orthopaedic Center of Illinois, Ltd. PY 2024 · 401(k)
Orthopaedic Center 401(k) Profit Sharing Plan and Trust · $41M · 90 · 82nd
- SCH $41M
- SCH 90
- SCH 82nd
- SCH 401(k)
- SCH near Albert Kemperle, Inc. Retirement Trust
- SCH ind #14280
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 →
Orthopaedic Center 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $6M |
| Employer EIN | 364156469 |
| Plan Effective Date | 1996-06-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopaedic Center of Illinois, Ltd.)
Sponsor-wide plan assets over time
All Orthopaedic Center of Illinois, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 31.22400353358694% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 94 | $32M |
| 2023 | 1 | 89 | $36M |
| 2024 | 1 | 90 | $41M |
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
Orthopaedic Center 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 Albert Kemperle, Inc. Retirement Trust in NY ($41M); by covered participants it is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
Similar participant headcount
Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.
- 501st Transport Inc 401(k) Profit Sharing Plan & Trust (NY) 90 · 0 off
- Furuno USA, Inc. 401(k) Plan (WA) 90 · 0 off
- Gas Equipment Company, Inc. 401(k) Plan (TX) 90 · 0 off
- Tylok 401(k) Plan (OH) 90 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.