Plan5500

Brookfield, 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, Brookfield, IL has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $97,039,280 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Brookfield

  • 6 loaded plans hold $97M in reported assets across 4 sponsors.
  • The largest, Chicago Zoological Society Retirement Savings Plan, holds 79% of reported Brookfield plan assets.
  • Plans cover 1,681 participants — about 280 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$97MSummed across loaded plans$97,039,280
Total reported assets$97M$97,039,280
Total reported participants1.7K1,681
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$97M total assets
Net assets$97MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$3.6M
Total income / additions$21.1M
Expenses & distributions
Benefits paid / distributions$5.9M
Total expenses$6.2M
Net increase / (decrease)$14.9M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation3 / 6 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Brookfield, 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.

Computed from loaded plans

Brookfield market comparison

Largest plan share of assets79%Chicago Zoological Society Retirement Savings Plan
Participants per plan280Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Brookfield

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Chicago Zoological Society Retirement Savings Plan$76.4M
    Chicago Zoological Society · 2023
  2. 2
    Sweetener Supply Corp., Et Al, Retirement Plan$16.3M
    Sweetener Supply Corporation · 2023
  3. 3
    The British Home 401k Plan$3.9M
    The British Home For Retired Men And Women · 2023
  4. 4
    Tracy Family Wbu Inc.401(K) Plan$382K
    Tracy Family Wbu Inc. · 2023
  5. 5
    Chicago Zoological Society Group Life And Health Plannot reported in the loaded dataset
    Chicago Zoological Society · 2023
  6. 6
    Sweetener Supply Corporation Welfare Benefit Plannot reported in the loaded dataset
    Sweetener Supply Corporation · 2023

Largest plans in Brookfield → · Brookfield plans by participants → · Brookfield plans with financial data → · Brookfield plans with provider compensation → · $1B+ plans in Brookfield →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Brookfield, IL?
6 plan(s) reported by 4 sponsor(s) are loaded for Brookfield, IL.

Related Form 5500 pages