Profit Sharing · DOL Form 5500 · 2024
Lake County Surgeons, P.C. Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $500,929
- Avg per participant High balance/head
Official DOL plan name: Lake County Surgeons, P.C. Profit Sharing Plan & Trust · Sponsored by Lake County Surgeons, P.C. · Illinois · Healthcare & Social Assistance
$4M in assets, 7 participants
Lake County Surgeons, P.C.'s Lake County Surgeons, P.C. Profit Sharing Plan & Trust reported $4M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #6,291 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Lake County Surgeons, P.C. Profit Sharing Plan & Trust declined sharply 16.4% in 2024 ($4M → $4M) for 7 participants.
- #6,291
- in Healthcare & Social Assistance (16,916 peers)
- -16.4%
- assets change YoY
The plan reported a net loss of $686K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lake County Surgeons, P.C. Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Lake County Surgeons, P.C. Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,506,502 36th percentile higher than 36% 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
Lake County Surgeons, P.C. Profit Sharing Plan & 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. Lake County Surgeons, P.C. Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lake County Surgeons, P.C. Profit Sharing Plan & Trust reported net income fell from $499K in the plan year 2023 filing to -$686K in the plan year 2024 filing.
- Lake County Surgeons, P.C. Profit Sharing Plan & Trust reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.
- Lake County Surgeons, P.C. Profit Sharing Plan & Trust end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 364095319 · Lake County Surgeons, P.C. PY 2024 · Profit Sharing
Lake County Surgeons, P.C. Profit Sharing Plan & Trust · $4M · 7 · 36th
- BOY $4M
- BOY 7
- BOY 36th
- BOY Profit Sharing
- BOY near Clara Health Care Inc. Retirement Plan
- BOY ind #6291
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 →
Lake County Surgeons, P.C. Profit Sharing Plan & Trust in the asset neighbourhood
Lake County Surgeons, P.C. years around the 2024 move
Sponsor-wide plan assets over time
All Lake County Surgeons, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 5.064667805041681% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $4M |
| 2023 | 1 | 6 | $4M |
| 2024 | 1 | 7 | $4M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$686K |
| Employer EIN | 364095319 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.8B · 18,584
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.5B · 24,278
- Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $2.0B · 15,593
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.4B · 16,059
Lake County Surgeons, P.C. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Clara Health Care Inc. Retirement Plan in CA ($4M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.