Batavia, 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, Batavia, IL has 33 loaded benefit plan(s) reported by 20 plan sponsor(s), with $3,714,373,202 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 33
- Plan sponsors
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $3,714,373,202
- Total reported liabilities (EOY)
- $65,482,653
- Total reported net assets (EOY)
- $3,648,890,549
Contributions & income
- Employer contributions
- $99,197,700
- Participant contributions
- $181,724,087
- Total income / additions
- $785,485,271
Expenses & distributions
- Benefits paid / distributions
- $277,424,704
- Total expenses
- $281,986,214
- Net increase / (decrease)
- $503,499,057
Coverage
- Total reported participants
- 112,692
- Plans with financial statements
- 22
- Plans with provider compensation
- 13
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Batavia, 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 |
|---|---|---|---|
| Aldi Inc. Retirement Savings Plan | Aldi Inc. | $1,728,567,076 | 2023 |
| Retirement Plan For Employees Of Fermi Research Alliance, LLC | Fermi Research Alliance, LLC | $750,948,481 | 2023 |
| Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan | Fermi Research Alliance, LLC | $722,021,417 | 2023 |
| Parksite Inc. Employee Stock Ownership Plan | Parksite Inc. | $274,017,660 | 2023 |
| Parksite 401(K) Plan | Parksite, Inc. | $76,635,082 | 2023 |
| Suncast Corporation Savings And Investment Plan | Suncast Corporation | $43,979,903 | 2023 |
| Material Control, Inc. 401(K) Plan | Material Control, Inc. | $23,346,629 | 2023 |
| Ds Containers, Inc. 401(K) Profit Sharing Plan | Ds Containers, Inc. | $22,155,287 | 2023 |
| Group Medical Plan For Retirees Of The Superconducting Supercollider Laboratory | Fermi Research Alliance LLC | $19,628,185 | 2023 |
| Perfection Servo Hydraulics, Inc. 401(K) And Profit Sharing Plan | Perfection Servo Hydraulics, Inc. | $18,107,442 | 2023 |
| Batavia Container, Inc. Employees 401(K) Plan | Batavia Container, Inc. | $12,615,669 | 2023 |
| Flinn Scientific, Inc. 401(K) Plan | Flinn Scientific, Inc. | $10,764,183 | 2023 |
| Sportsplan Studio, LLC Profit Sharing 401(K) Plan | Sportsplan Studio, LLC | $3,225,635 | 2023 |
| Oak Engineering, Inc. Retirement Plan And Trust | Oak Engineering, Inc. | $2,617,165 | 2023 |
| Oak Engineering, Inc. Defined Benefit Plan And Trust | Oak Engineering, Inc. | $2,196,707 | 2023 |
| Hobi International Inc. Profit Sharing Plan | Hobi International, Inc. | $1,412,262 | 2023 |
| Holmberg Business Ventures, Inc. Profit Sharing Plan | Holmberg Business Ventures, Inc. | $1,256,509 | 2023 |
| Tusks Enterprises Inc. Retirement Plan | Tusks Enterprises Inc. | $599,913 | 2023 |
| Arising Capital Corporation Retirement Plan | Arising Capital Corporation | $228,368 | 2023 |
| Service Connection Group 401(K) Profit Sharing Plan & Trust | Service Connection Group | $45,305 | 2023 |
| Venture23, Inc. 401k Profit Sharing Plan | Venture23, Inc. | $4,324 | 2023 |
| Treetop Products, Inc. 401(K) Plan | Treetop Products, Inc. | $0 | 2023 |
| Perfection Servo Medical And Dental Benefits Plan | Perfection Servo Hydraulics, Inc. | not reported in the loaded dataset | 2023 |
| Flinn Scientific, Inc. Employee Benefits Plan | Flinn Scientific, Inc. | not reported in the loaded dataset | 2023 |
| Ds Containers, Inc. Health Insurance Plan | Ds Containers, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Batavia → · Batavia plans by participants → · Batavia plans with financial data → · Batavia plans with provider compensation → · $1B+ plans in Batavia →
Related Form 5500 pages
- All IL Form 5500 filings
- Aldi Inc. Retirement Savings Plan (plan 003)
- Aldi Inc. — all reported plans
- Retirement Plan For Employees Of Fermi Research Alliance, LLC (plan 004)
- Fermi Research Alliance, LLC — all reported plans
- Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan (plan 001)
- Parksite Inc. Employee Stock Ownership Plan (plan 003)
- Parksite Inc. — all reported plans
- Parksite 401(K) Plan (plan 004)
- Suncast Corporation Savings And Investment Plan (plan 001)
- Suncast Corporation — all reported plans
- Material Control, Inc. 401(K) Plan (plan 001)
- Material Control, Inc. — all reported plans
- Ds Containers, Inc. 401(K) Profit Sharing Plan (plan 001)
- Ds Containers, Inc. — all reported plans
- Group Medical Plan For Retirees Of The Superconducting Supercollider Laboratory (plan 520)
- Perfection Servo Hydraulics, Inc. 401(K) And Profit Sharing Plan (plan 001)
- Perfection Servo Hydraulics, Inc. — all reported plans
- Batavia Container, Inc. Employees 401(K) Plan (plan 001)
- Batavia Container, Inc. — all reported plans
- Flinn Scientific, Inc. 401(K) Plan (plan 001)
- Flinn Scientific, Inc. — all reported plans
- Sportsplan Studio, LLC Profit Sharing 401(K) Plan (plan 001)
- Sportsplan Studio, LLC — all reported plans
- Oak Engineering, Inc. Retirement Plan And Trust (plan 001)
- Oak Engineering, Inc. — all reported plans
- Oak Engineering, Inc. Defined Benefit Plan And Trust (plan 002)
- Methodology
- Data sources