401(k) · DOL Form 5500 · 2024
Fox Valley Orthopaedic Associates, S.C. 401(k) Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 251
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $181,863
- Avg per participant Above avg balance/head
Official DOL plan name: Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan · Sponsored by Fox Valley Orthopaedic Associates, S.C. · Illinois · Healthcare & Social Assistance
$46M in assets, 251 participants
Fox Valley Orthopaedic Associates, S.C.'s Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan reported $46M in total assets and 251 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #14,457 in Healthcare & Social Assistance (16,916 peers)
Coverage in Illinois
Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan covers 251 participants in Illinois, about 32% of the average Illinois filer (state average ~779 per filing). Assets: $46M.
- #14,457
- in Healthcare & Social Assistance (16,916 peers)
- +18.8%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan's outsized position by total assets
Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$45,647,577 Top 17% higher than 83% 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
Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan sits mid-pack in the medium band (251 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan reported participants rose from 205 in the plan year 2023 filing to 251 in the plan year 2024 filing.
- Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan end-of-year assets rose from $38M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 362796281 · Fox Valley Orthopaedic Associates, S.C. PY 2024 · 401(k)
Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan · $46M · 251 · 83rd
- PHOTO $46M
- IND 251
- EOY 83rd
- 5500 401(k)
- ASSETS near Lashly & Baer P.C. 401(k) Plan
- PCT ind #14457
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 →
Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $7M |
| Employer EIN | 362796281 |
| Plan Effective Date | 1974-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fox Valley Orthopaedic Associates, S.C.)
Sponsor-wide plan assets over time
All Fox Valley Orthopaedic Associates, S.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 47.85457774135075% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 184 | $31M |
| 2023 | 1 | 205 | $38M |
| 2024 | 1 | 251 | $46M |
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
Fox Valley Orthopaedic Associates, S.C. 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 Lashly & Baer P.C. 401(k) Plan in MO ($46M); by covered participants it is Dependable Home Health Care, Inc. 401(k) Savings Plan in MN (251 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- Lashly & Baer P.C. 401(k) Plan (MO) $46M · 73
- Learneo, Inc. 401(k) Plan (CA) $46M · 367
- Prus Construction Company Retirement Savings Plan (OH) $46M · 233
- Exemplis LLC 401(k) Savings Plan (CA) $46M · 615
Similar participant headcount
Nearest other-state filings by covered participants (251 participants); asset peers above are excluded.
- Dependable Home Health Care, Inc. 401(k) Savings Plan (MN) 251 · 0 off
- Artesian 401(k) Retirement Plan (DE) 251 · 0 off
- Affirma, LLC 401(k) Plan (WA) 251 · 0 off
- Polysciences, Inc. 401(k) Plan (PA) 251 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.