Rockford Orthopedic Associates, Ltd. 401(k) Plan (terminated 2023): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2023, when $58.3 million was transferred out of the plan. Assets moved to the ORTHOILLINOIS PROFIT SHARING/SAFE HARBOR 401(K) PLAN (sponsored by ROCKFORD ORTHOPEDIC ASSOCIATES, LTD. DBA ORTHOILLINOIS). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
See the ORTHOILLINOIS PROFIT SHARING/SAFE HARBOR 401(K) PLAN →Rockford Orthopedic Associates, Ltd. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2023 filing.
Rockford Orthopedic Associates, Ltd. 401(k) Plan Facts (plan year 2023)
Source: Form 5500 for plan year 2023 (Jan 1, 2023 – May 2, 2023), filed Mar 7, 2024. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2023
- $4.68 million was paid out to participants.
- Investment and other income added $4.01 million.
How the Rockford Orthopedic Associates, Ltd. 401(k) changed, 2018–2023
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2018 | 440 | $37.9 million | $2.42 million | $4.08 million |
| 2019 | 439 | $49.5 million | $2.63 million | $997,607 |
| 2020 | 498 | $56.4 million | $2.77 million | $2.42 million |
| 2021 | 488 | $65.9 million | $2.98 million | $5.38 million |
| 2022 | 575 | $59.1 million | $3.29 million | $4.98 million |
| 2023 (final) | 620 | $0 | $0 | $4.68 million |
Rockford Orthopedic Associates, Ltd. 401(k) Contact Information
Questions about the Rockford Orthopedic Associates, Ltd. 401(k)
Is the Rockford Orthopedic Associates, Ltd 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2023. Its assets were transferred to the ORTHOILLINOIS PROFIT SHARING/SAFE HARBOR 401(K) PLAN.
Does Rockford Orthopedic Associates, Ltd contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the Rockford Orthopedic Associates, Ltd 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Rockford Orthopedic Associates, Ltd 401(k) plan?
620 participants at the start of plan year 2023.
Who manages the Rockford Orthopedic Associates, Ltd 401(k) accounts?
Aspire is the plan's recordkeeper, which is where participants log in to see their balance.