Plan Ledger DOL Form 5500 · updated monthly

Rockford Health PhysiciansProfit-sharing plan

ROCKFORD HEALTH PHYSICIANS RETIREMENT PLAN · ROCKFORD, IL · plan year 2022

Plan assets · 2022
$5.6M

Rockford Health Physicians's 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $5,642,332 across 440 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,880th of 3,702), and 7,557th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$5,642,332
Participants with balances440
Active participants286
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$12,823
Benefits paid to participants$967,246
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$5.6M · 440 accts
Administrative cost history2
2023Not separately reported
2022Not separately reported
Similar plansHealth Care & Social Assistance · Illinois
Dayone Pact IL$5.4M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363907436 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.