401(k) · DOL Form 5500 · 2024
Illinois Bone and Joint Institute, LLC 401(k) Plan
Data updated 2026-08-25
- $287M
- Total assets Near avg plan size
- 2,246
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $127,776
- Avg per participant Near avg balance/head
Official DOL plan name: Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan · Sponsored by Illinois Bone and Joint Institute, LLC · Illinois · Healthcare & Social Assistance
$287M in assets, 2,246 participants
Illinois Bone and Joint Institute, LLC's Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan reported $287M in total assets and 2,246 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,224 in Healthcare & Social Assistance (16,916 peers)
Coverage in Illinois
Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan covers 2,246 participants in Illinois, 2.9x the typical Illinois plan (state average ~779 per filing). Assets: $287M.
- #16,224
- in Healthcare & Social Assistance (16,916 peers)
- +18.2%
- assets growth YoY
- 2.9×
- vs typical plan assets (national mean)
Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan's outsized position by total assets
Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$286,984,388 Top 4% higher than 96% 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 Bone and Joint Institute, LLC Profit Sharing and Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan lands in the large band (2,246 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan reported participants rose from 1,472 in the plan year 2023 filing to 2,246 in the plan year 2024 filing.
- Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan end-of-year assets rose from $243M in the plan year 2023 filing to $287M in the plan year 2024 filing.
- Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan reported net income fell from $49M in the plan year 2023 filing to $44M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 203845479 · Illinois Bone and Joint Institute, LLC PY 2024 · 401(k)
Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan · $287M · 2,246 · 96th
- BOY $287M
- SCH 2,246
- EBSA 96th
- PART 401(k)
- TYPE near Shumaker, Loop and Kendrick Retirement Plan
- NET ind #16224
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 Bone and Joint Institute, LLC Profit Sharing and Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $243M |
|---|---|
| Net Assets (End of Year) | $287M |
| Net Income | $44M |
| Employer EIN | 203845479 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Illinois Bone and Joint Institute, LLC)
Sponsor-wide plan assets over time
All Illinois Bone and Joint Institute, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $287M 54.17287364876309% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,424 | $186M |
| 2023 | 1 | 1,472 | $243M |
| 2024 | 1 | 2,246 | $287M |
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 Bone and Joint Institute, LLC Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Shumaker, Loop and Kendrick Retirement Plan in OH ($287M); by covered participants it is Hebrew Seniorlife 401(k) Retirement Savings Plan in MA (2,246 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($287M here).
- Shumaker, Loop and Kendrick Retirement Plan (OH) $287M · 509
- Louis Dreyfus Retirement Savings Plan (CT) $287M · 1,078
- Radiology Associates of North Texas, P.a. Savings and Investment Plan (TX) $287M · 424
- Tarkett 401(k) Plan (OH) $287M · 2,330
Similar participant headcount
Nearest other-state filings by covered participants (2,246 participants); asset peers above are excluded.
- Hebrew Seniorlife 401(k) Retirement Savings Plan (MA) 2,246 · 0 off
- Warner Music Group 401(k) Plan (NY) 2,247 · 1 off
- Electrolux Home Products, Inc. Retirement Savings Plan (NC) 2,247 · 1 off
- Commercial Vehicle Group, Inc. 401(k) Plan (OH) 2,245 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.