Retirement plan

MIDWEST ANESTHESIOLOGISTS, LTD. PROFIT SHARING PLAN AND TRUST

Name: MIDWEST ANESTHESIOLOGISTS, LTD. - MIDWEST ANESTHESIOLOGISTS, LTD. PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: MIDWEST ANESTHESIOLOGISTS, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MIDWEST ANESTHESIOLOGISTS, LTD. PROFIT SHARING PLAN AND TRUST, MIDWEST ANESTHESIOLOGISTS, LTD.

MIDWEST ANESTHESIOLOGISTS, LTD.EIN 36-3875523Plan #002PY 2025

4440 W. 95TH ST. - OAK LAWN, IL 60453708-684-5053midwestanesth.comLinkedIn1-10 employeesmedical practice

Other plans on this EIN

2 filings

#005Retirement-$1.6M assets #004Retirement--

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$93.9M

+6.0% from 2024

Total participants

-9.9% from 2024

Average account balance

$1,286,448

+10.3% from 2024

Annual return

21.03%

+1.06 pp from 2024

Benchmarks

See 12,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort12,994 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$93.91M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$1.3M

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.80M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$97K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.03%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$220975

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2T2E2F2G2J3D2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$16.1M

$556247 / participant

Other / not subdivided$16M100.0%

% of EOY assets

17.177%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,286,448

$75,541+1603.0%

$152,093+745.8%

$82,637+1456.7%

Participation rate

100.0%

66.5%+33.5pp

77.8%+22.2pp

68.1%+31.9pp

Annual return

21.03%

32.56%-11.5pp

66.36%-45.3pp

53.51%-32.5pp

Employer contribution / active EE

$62,648

$2,622+2289.0%

$4,175+1400.7%

$2,552+2354.8%

Participant deferral / active EE

$33,970

$3,206+959.7%

$5,451+523.1%

$4,126+723.3%

Admin fee / account holder

$220,975

$6,405+3350.2%

$14,497+1424.3%

$7,339+2911.1%

MIDWEST ANESTHESIOLOGISTS, LTD. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MIDWEST ANESTHESIOLOGISTS, LTD. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion