Defined Benefit (Pension) · DOL Form 5500 · 2024

Million Dollar Round Table Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
124
Participants Small participant base
70th
Percentile by assets National rank
$160,549
Avg per participant Above avg balance/head
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Official DOL plan name: Million Dollar Round Table Retirement Plan · Sponsored by Million Dollar Round Table · Illinois · Other Services

$20M in assets, 124 participants

Million Dollar Round Table's Million Dollar Round Table Retirement Plan reported $20M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,454 in Other Services (7,719 peers)

Coverage in Illinois

Million Dollar Round Table Retirement Plan covers 124 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $20M.

#6,454
in Other Services (7,719 peers)
+12.5%
assets growth YoY

Million Dollar Round Table Retirement Plan's outsized position by total assets

Million Dollar Round Table Retirement Plan vs every filed plan by assets

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

$19,908,066 Top 30% higher than 70% 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 Retirement 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 Retirement Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Million Dollar Round Table Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Million Dollar Round Table Retirement Plan reported participants rose from 104 in the plan year 2023 filing to 124 in the plan year 2024 filing.
  • Million Dollar Round Table Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 362138427 · Million Dollar Round Table PY 2024 · Defined Benefit (Pension)

Million Dollar Round Table Retirement Plan · $20M · 124 · 70th

  • BOOK $20M
  • BOOK 124
  • BOOK 70th
  • BOOK Defined Benefit (Pension)
  • BOOK near Intl Assn of Heat & Frost Insulators & Allied Workers Local No. 26 Pension Plan
  • BOOK ind #6454

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 Retirement Plan in the asset neighbourhood

Intl Assn of Heat & Frost Insulators & Allied Workers Local No. 26 Pension PlanIntl Assn of Heat & Frost In…$20MR. W. Sidley, Inc. Employees' Retirement PlanR. W. Sidley, Inc. Employees…$20MMillion Dollar Round Table Retirement PlanMillion Dollar Round Table R…$20MGcc Rio Grande, Inc. Defined Benefit Pension PlanGcc Rio Grande, Inc. Defined…$20MSt. John's Health Care Corporation Pension PlanSt. John's Health Care Corpo…$20M
End-of-year total assets ($M) among Million Dollar Round Table Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN362138427
Plan Effective Date1968-02-01
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 Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Million Dollar Round Table Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -200204060 Total assets ($B) Participants Million Dollar Round Table Retirement Plan, Total assets ($B): 0.019908066 · Participants: 124Million Dollar Round Table Retirement PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 48.22071058 · Participants: 36799Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 37.736369487 · Participants: 41619State Farm Insurance Companies Retirement Plan for United States EmployeesGE Healthcare Pension Plan, Total assets ($B): 13.74052931 · Participants: 5554GE Healthcare Pension PlanAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 8.591907247 · Participants: 17875Abbott Laboratories Annuity Retirement PlanUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 8.17675965 · Participants: 20984United Food & Commercial Workers Intl Union - Industry Pension Fund
Million Dollar Round Table Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Million Dollar Round Table Retirement Plan side-by-side with 3 peers →

Million Dollar Round Table Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Intl Assn of Heat & Frost Insulators & Allied Workers Local No. 26 Pension Plan in NY ($20M); by covered participants it is Cotton Incorporated Pension Plan in NC (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Retirement Plan assets move in 2024? ▼
Million Dollar Round Table Retirement Plan grew at a solid clip - up 12.5% during 2024, from $18M to $20M. Reported net income was $2M.
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 Defined Benefit (Pension) plans are similar in size to Million Dollar Round Table Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Intl Assn of Heat & Frost Insulators & Allied Workers Local No. 26 Pension Plan in NY ($20M, 45 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Million Dollar Round Table Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cotton Incorporated Pension Plan in NC (124 participants, $37M 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.