401(k)
2023 plan-year 401(k) DOL Form 5500

AA HEALTHCARE MANAGEMENT 401(K) RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

AA HEALTHCARE MANAGEMENT LLC

This 401(k) plan holds $4M in total assets and serves 902 participants as of 2023. It is sponsored by AA HEALTHCARE MANAGEMENT LLC in Illinois. The plan reported positive net income of $989K for the year.

Total Assets (2023)
$4M
Participants
902
State
Industry
Healthcare & Social Assistance

What the Filing Says About AA HEALTHCARE MANAGEMENT 401(K) RETIREMENT PLAN

AA HEALTHCARE MANAGEMENT 401(K) RETIREMENT PLAN is a 401(k) retirement plan sponsored by AA HEALTHCARE MANAGEMENT LLC, headquartered in Illinois. As of the 2023 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 902 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 262540458, and the plan has been effective since 2017-07-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2023 to $4M at year-end — a gain of 37.1%. Net assets (after liabilities) closed the year at $4M, with reported net income of $989K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$989K
Plan Type401(k)
Employer EIN262540458
Plan Effective Date2017-07-15
Filing StatusFILING RECEIVED

Sponsor Plan History (AA HEALTHCARE MANAGEMENT LLC)

Year Plans Participants Total Assets
2022 1 844 $3M
2023 1 902 $4M

Nearby 401(k) Plans in Illinois

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Frequently Asked Questions

How much money is in the AA HEALTHCARE MANAGEMENT 401(K) RETIREMENT PLAN?
As of the 2023 Form 5500 filing, AA HEALTHCARE MANAGEMENT 401(K) RETIREMENT PLAN holds $4M in total assets with 902 participants. It is sponsored by AA HEALTHCARE MANAGEMENT LLC.
What type of plan is AA HEALTHCARE MANAGEMENT 401(K) RETIREMENT PLAN?
AA HEALTHCARE MANAGEMENT 401(K) RETIREMENT PLAN is a 401(k) plan. It has been effective since 2017-07-15. The plan is filed with the U.S. Department of Labor under EIN 262540458.
Who sponsors the AA HEALTHCARE MANAGEMENT 401(K) RETIREMENT PLAN?
AA HEALTHCARE MANAGEMENT 401(K) RETIREMENT PLAN is sponsored by AA HEALTHCARE MANAGEMENT LLC, located in Illinois. The sponsor's EIN is 262540458 and the plan operates in the Healthcare & Social Assistance industry.
How did AA HEALTHCARE MANAGEMENT 401(K) RETIREMENT PLAN perform in 2023?
AA HEALTHCARE MANAGEMENT 401(K) RETIREMENT PLAN grew by 37.1% during 2023, moving from $3M to $4M in total assets. Net income was $989K.
Where can I find official filings for AA HEALTHCARE MANAGEMENT 401(K) RETIREMENT PLAN?
Official Form 5500 filings for AA HEALTHCARE MANAGEMENT 401(K) RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 262540458 or plan name at efast.dol.gov.
How does AA HEALTHCARE MANAGEMENT 401(K) RETIREMENT PLAN compare to other plans?
You can compare AA HEALTHCARE MANAGEMENT 401(K) RETIREMENT PLAN against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 262540458.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.