Profit Sharing · DOL Form 5500 · 2024
Siu Physicians & Surgeons Profit Sharing Plan
Data updated 2026-08-25
- $113M
- Total assets Near avg plan size
- 266
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $423,487
- Avg per participant High balance/head
Official DOL plan name: Siu P & S Retirement Plan · Sponsored by Siu Physicians & Surgeons · Illinois · Healthcare & Social Assistance
$113M in assets, 266 participants
Siu Physicians & Surgeons's Siu P & S Retirement Plan reported $113M in total assets and 266 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #15,604 in Healthcare & Social Assistance (16,916 peers)
Coverage in Illinois
Siu P & S Retirement Plan covers 266 participants in Illinois, about 34% of the average Illinois filer (state average ~779 per filing). Assets: $113M.
- #15,604
- in Healthcare & Social Assistance (16,916 peers)
- +7.0%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Siu P & S Retirement Plan's outsized position by total assets
Siu P & S Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$112,647,544 Top 9% higher than 91% 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
Siu P & S 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. Siu P & S Retirement Plan sits mid-pack in the medium band (266 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Siu P & S Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Siu P & S Retirement Plan end-of-year assets rose from $105M in the plan year 2023 filing to $113M in the plan year 2024 filing.
- Siu P & S Retirement Plan reported participants rose from 259 in the plan year 2023 filing to 266 in the plan year 2024 filing.
DOL schedule card
Filing strip 364143823 · Siu Physicians & Surgeons PY 2024 · Profit Sharing
Siu P & S Retirement Plan · $113M · 266 · 91st
- ASSETS $113M
- PCT 266
- EIN 91st
- RANK Profit Sharing
- PHOTO near Moses/Weitzman Health System, Inc. 403b Retirement Plan
- IND ind #15604
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 →
Siu P & S Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $105M |
|---|---|
| Net Assets (End of Year) | $113M |
| Net Income | $7M |
| Employer EIN | 364143823 |
| Plan Effective Date | 2001-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Siu Physicians & Surgeons)
Sponsor-wide plan assets over time
All Siu Physicians & Surgeons plans reported in each filing year
- Latest sponsor-wide plan assets
- $113M 20.31357873381173% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 252 | $94M |
| 2023 | 1 | 259 | $105M |
| 2024 | 1 | 266 | $113M |
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
Siu P & S Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Moses/Weitzman Health System, Inc. 403b Retirement Plan in CT ($112M); by covered participants it is Fluor Puerto Rico Salaried Employees Retirement Plan in PR (267 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($113M here).
- Moses/Weitzman Health System, Inc. 403b Retirement Plan (CT) $112M · 1,209
- Sheet Metal Workers Local Union No. 12 Annuity Fund (PA) $112M · 973
- Au Health Systems, Inc. 401(a) Retirement Savings Plan (GA) $113M · 1,478
- Boston Scientific Corporation 401(k) Retirement Savings Plan for Puerto Rico Affiliates (PR) $113M · 980
Similar participant headcount
Nearest other-state filings by covered participants (266 participants); asset peers above are excluded.
- Fluor Puerto Rico Salaried Employees Retirement Plan (PR) 267 · 1 off
- Community Care Cooperative 403(b) Plan (MA) 267 · 1 off
- The Contractors Retirement Plan (OH) 265 · 1 off
- Piedmont National Corporation 401(k) Retirement Plan (GA) 264 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.