Duly Health and Care 401(k) Plan
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 004Employer EIN 45-3237183
- Participants (2024)
- 8,800
- Net assets (2024)
- $1.1 billion
- Recordkeeper
- EmpowerEarlier: Fidelity (2009–2022)
- Plan administrator
- Midwest Physician Administrative Services, LLC (Duly Health and)
1100 W. 31ST Street
Downers Grove, IL 60515
(630) 469-9200As filed for 2024 - In effect since
- September 23, 2019
Plans merged into this one: Quincy Medical Group Retirement Trust (2023); South Bend Clinic Employees Profit Sharing Plan (2022).
Earlier sponsor: Dupage Medical Group, Ltd (2009–2021).
Earlier plan names: Dupage Medical Group, Ltd. Profit SHARING/401(k) Plan; Dupage Medical Group Ltd Profit SHARING401(K) Plan; Duly Health and Care 401(k) Plan..
Year by year, 2009 to 2024
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 8,800 | $1.1 billion | Empower |
| 2023 | 9,371 | $1.0 billion | Empower |
| 2022 | 7,308 | $626 million | Fidelity |
| 2021 | 6,787 | $744 million | Fidelity |
| 2020 | 6,278 | $654 million | Fidelity |
| 2019 | 6,323 | $560 million | Fidelity |
| 2018 | 5,825 | $437 million | Fidelity |
| 2017 | 5,424 | $427 million | Fidelity |
| 2016 | 4,781 | $330 million | Fidelity |
| 2015 | 3,911 | $284 million | Fidelity |
| 2014 | 3,596 | $263 million | Fidelity |
| 2013 | 3,484 | $219 million | Fidelity |
| 2012 | 2,956 | $169 million | Fidelity |
| 2011 | 2,690 | $141 million | Fidelity |
| 2010 | 2,667 | $132 million | Fidelity |
| 2009 | 2,529 | $107 million | Fidelity |