Plan5500

Carmi, 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, Carmi, IL has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $171,627,145 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$130.9MSummed across loaded plans$130,903,043
Total reported assets$171.6M$171,627,145
Total reported participants3.6K3,591
Total reported liabilities$40.7M$40,724,102

Reported net position

Reported assets = net assets + liabilities (summed)$171.6M total assets
Net assets$130.9MLiabilities$40.7M
Contributions & income
Employer contributions$4.6M
Participant contributions$1.4M
Total income / additions$10.7M
Expenses & distributions
Benefits paid / distributions$12.2M
Total expenses$13.4M
Net increase / (decrease)-$2.7M

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation4 / 7 (57%)

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

Carmi market comparison

Largest plan share of assets84%Martin & Bayley, Inc. Employee Stock Ownership Plan And Trust
Participants per plan513Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Carmi

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

  1. 1
    Martin & Bayley, Inc. Employee Stock Ownership Plan And Trust$143.9M
    Martin & Bayley, Inc. · 2023
  2. 2
    Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan$9.4M
    Southern Illinois Bancorp, Inc. · 2023
  3. 3
    Southern Illinois Bancorp, Inc. 401(K) Plan$8.5M
    Southern Illinois Bancorp, Inc. · 2023
  4. 4
    Martin & Bayley, Inc 401(K) Plan$7.6M
    Martin & Bayley, Inc. · 2023
  5. 5
    Elastec, Inc. Employee Stock Ownership Plan$1.7M
    Elastec, Inc. · 2023
  6. 6
    Rush Appliances, Inc. Profit Sharing Plan$527K
    Rush Appliances, Inc. · 2023
  7. 7
    Martin & Bayley Associates Health Care Plannot reported in the loaded dataset
    Martin & Bayley, Inc. · 2023

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

Related Form 5500 pages