401(k) · DOL Form 5500 · 2024

Million Dollar Round Table 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
125
Participants Small participant base
72nd
Percentile by assets National rank
$177,260
Avg per participant Above avg balance/head
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Official DOL plan name: Million Dollar Round Table 401(k) Thrift Plan · Sponsored by Million Dollar Round Table · Illinois · Other Services

$22M in assets, 125 participants

Million Dollar Round Table's Million Dollar Round Table 401(k) Thrift Plan reported $22M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,550 in Other Services (7,719 peers)

Coverage in Illinois

Million Dollar Round Table 401(k) Thrift Plan covers 125 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $22M.

#6,550
in Other Services (7,719 peers)
+13.6%
assets growth YoY

Million Dollar Round Table 401(k) Thrift Plan's outsized position by total assets

Million Dollar Round Table 401(k) Thrift Plan vs every filed plan by assets

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

$22,157,497 Top 28% higher than 72% 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

Million Dollar Round Table 401(k) Thrift 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. Million Dollar Round Table 401(k) Thrift Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Million Dollar Round Table 401(k) Thrift Plan reported participants rose from 106 in the plan year 2023 filing to 125 in the plan year 2024 filing.
  • Million Dollar Round Table 401(k) Thrift Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Million Dollar Round Table 401(k) Thrift Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 362138427 · Million Dollar Round Table PY 2024 · 401(k)

Million Dollar Round Table 401(k) Thrift Plan · $22M · 125 · 72nd

  • BOOK $22M
  • VS-ST 125
  • BOY 72nd
  • SCH 401(k)
  • EBSA near Western Dairy Transport, LLC Employee's 401(k) Plan
  • PART ind #6550

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 Other Services retirement plans → · Plans in Illinois →

Million Dollar Round Table 401(k) Thrift Plan in the asset neighbourhood

Million Dollar Round Table 401(k) Thrift PlanMillion Dollar Round Table 4…$22MWestern Dairy Transport, LLC Employee's 401(k) PlanWestern Dairy Transport, LLC…$22MContinental Aerospace Technologies, Inc. 401(k) PlanContinental Aerospace Techno…$22M401(k) Profit Sharing Plan for Employees of Mainstream Nonprofit Solutions, Inc.401(k) Profit Sharing Plan f…$22MIntervala, LLC 401(k) Retirement PlanIntervala, LLC 401(k) Retire…$22M
End-of-year total assets ($M) among Million Dollar Round Table 401(k) Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN362138427
Plan Effective Date1977-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Million Dollar Round Table)

Sponsor-wide plan assets over time

All Million Dollar Round Table plans reported in each filing year

Latest sponsor-wide plan assets
$42M 32.88827125461245% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.7M $42.1M ▲ +32.9%
Year Plans Participants Total Assets
2022 2 207 $32M
2023 2 210 $37M
2024 2 249 $42M

Nearby 401(k) Plans in Illinois

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

Million Dollar Round Table 401(k) Thrift Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Million Dollar Round Table 401(k) Thrift Plan, Total assets ($B): 0.022157497 · Participants: 125Million Dollar Round Table 401(k) Thrift PlanAccenture 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
Million Dollar Round Table 401(k) Thrift Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Million Dollar Round Table 401(k) Thrift Plan side-by-side with 3 peers →

Million Dollar Round Table 401(k) Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Western Dairy Transport, LLC Employee's 401(k) Plan in MO ($22M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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.

Frequently Asked Questions

How did Million Dollar Round Table 401(k) Thrift Plan assets move in 2024? ▼
Million Dollar Round Table 401(k) Thrift Plan grew at a solid clip - up 13.6% during 2024, from $20M to $22M. Reported net income was $3M.
How have Million Dollar Round Table plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Million Dollar Round Table's sponsor-wide assets grew 32.9%, from $32M to $42M.
Which 401(k) plans are similar in size to Million Dollar Round Table 401(k) Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is Western Dairy Transport, LLC Employee's 401(k) Plan in MO ($22M, 940 participants).
Which 401(k) plans cover a similar participant headcount to Million Dollar Round Table 401(k) Thrift Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 participants, $2M 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 362138427.

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.