Bartlett, IL Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bartlett, IL has 27 loaded benefit plan(s) reported by 22 plan sponsor(s), with $472,456,514 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 27
- Plan sponsors
- 22
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $472,456,514
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $472,456,514
Contributions & income
- Employer contributions
- $10,451,194
- Participant contributions
- $16,701,812
- Total income / additions
- $98,941,759
Expenses & distributions
- Benefits paid / distributions
- $56,764,852
- Total expenses
- $57,285,888
- Net increase / (decrease)
- $41,655,871
Coverage
- Total reported participants
- 10,458
- Plans with financial statements
- 21
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bartlett, IL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Senior Operations LLC 401(K) Profit Sharing Investment Plan | Senior Operations LLC | $339,281,486 | 2023 |
| Senior Operations LLC Retirement Plan | Senior Operations LLC | $44,336,498 | 2023 |
| Us Wittenstein Group Employees' Retirement And Savings Plan & Trust | Wittenstein, Inc. | $22,266,996 | 2023 |
| Rana Usa, Inc. 401k Profit Sharing Plan & Trust | Rana Usa, Inc. | $13,881,121 | 2023 |
| Bluff City Materials, Inc. 401(K) Plan | Bluff City Materials, Inc. | $11,211,151 | 2023 |
| Bbs Automation Chicago, Inc. 401(K) Profit Sharing Plan | Bbs Automation Chicago, Inc. | $10,946,687 | 2023 |
| Colony Display, LLC 401(K) Plan | Colony Display, LLC | $7,934,616 | 2023 |
| Sebert Landscaping Company 401(K) Profit Sharing Plan And Trust | Sebert Landscaping Company | $5,007,875 | 2023 |
| Premier Storage Concepts, Inc. Retirement Plan | Premier Storage Concepts Inc. | $5,004,747 | 2023 |
| Brookside Partners 401(K) Profit Sharing Plan | Brookside Partners, LLC | $4,375,207 | 2023 |
| Samuel C. Schwartz, M.D., F.A.A.P., S.C. Cash Or Deferred Profit Sharing Plan And Trust | Schwartz Pediatrics S.C. | $4,359,648 | 2023 |
| Quest Consulting Group, Inc. Employee Stock Ownership Plan And Trust | Quest Consulting Group, Inc. | $3,297,473 | 2023 |
| Nikiwill Retirement Plan | Nikiwill Incorporated | $166,658 | 2023 |
| Rapid Route Inc. 401(K) Plan | Rapid Route Inc. | $102,774 | 2023 |
| Jmbd Inc 401(K) Profit Sharing Plan & Trust | Jmbd Inc | $94,564 | 2023 |
| Aaa Prestige Ventures Inc. 401(K) Plan | Aaa Prestige Ventures Inc. | $85,516 | 2023 |
| Ocean Green International, Inc. 401(K) Plan | Ocean Green International, Inc. | $54,395 | 2023 |
| Hawk Hollow Professional Services Inc Retirement Plan | Hawk Hollow Professional Services Inc | $49,000 | 2023 |
| Infinite Holdings Group, Inc. 401(K) Plan | Infinite Holdings Group, Inc. | $102 | 2023 |
| Gmn Enterprises, Inc. Retirement Plan | Gmn Enterprises, Inc. | $0 | 2023 |
| Senior Operations LLC Pension Plan For Hourly Employees At Burbank, Ca Represented By Uaw Local 509 | Senior Operations LLC | $0 | 2023 |
| Senior Operations Welfare Benefit Plan | Senior Operations LLC | not reported in the loaded dataset | 2023 |
| Rana Usa, Inc. Wrap Plan | Rana Usa, Inc. | not reported in the loaded dataset | 2023 |
| Cheese Merchants Of America, LLC Welfare Benefit Plan | Cheese Merchants Of America | not reported in the loaded dataset | 2023 |
| Wittenstein Inc Employee Benefits Plan | Wittenstein Inc | not reported in the loaded dataset | 2023 |
Largest plans in Bartlett → · Bartlett plans by participants → · Bartlett plans with financial data → · Bartlett plans with provider compensation → · $1B+ plans in Bartlett →
Related Form 5500 pages
- All IL Form 5500 filings
- Senior Operations LLC 401(K) Profit Sharing Investment Plan (plan 003)
- Senior Operations LLC — all reported plans
- Senior Operations LLC Retirement Plan (plan 002)
- Us Wittenstein Group Employees' Retirement And Savings Plan & Trust (plan 001)
- Wittenstein, Inc. — all reported plans
- Rana Usa, Inc. 401k Profit Sharing Plan & Trust (plan 001)
- Rana Usa, Inc. — all reported plans
- Bluff City Materials, Inc. 401(K) Plan (plan 001)
- Bluff City Materials, Inc. — all reported plans
- Bbs Automation Chicago, Inc. 401(K) Profit Sharing Plan (plan 001)
- Bbs Automation Chicago, Inc. — all reported plans
- Colony Display, LLC 401(K) Plan (plan 001)
- Colony Display, LLC — all reported plans
- Sebert Landscaping Company 401(K) Profit Sharing Plan And Trust (plan 001)
- Sebert Landscaping Company — all reported plans
- Premier Storage Concepts, Inc. Retirement Plan (plan 001)
- Premier Storage Concepts Inc. — all reported plans
- Brookside Partners 401(K) Profit Sharing Plan (plan 001)
- Brookside Partners, LLC — all reported plans
- Samuel C. Schwartz, M.D., F.A.A.P., S.C. Cash Or Deferred Profit Sharing Plan And Trust (plan 001)
- Schwartz Pediatrics S.C. — all reported plans
- Quest Consulting Group, Inc. Employee Stock Ownership Plan And Trust (plan 001)
- Quest Consulting Group, Inc. — all reported plans
- Nikiwill Retirement Plan (plan 001)
- Nikiwill Incorporated — all reported plans
- Rapid Route Inc. 401(K) Plan (plan 001)
- Rapid Route Inc. — all reported plans
- Jmbd Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Jmbd Inc — all reported plans
- Methodology
- Data sources