Plan5500

Chicago Heights, 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, Chicago Heights, IL has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $4,156,708 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

What stands out in Chicago Heights

  • 5 loaded plans hold $4.2M in reported assets across 3 sponsors.
  • The largest, 403(B) Thrift Plan For Employees Of New Star, Inc., holds 85% of reported Chicago Heights plan assets.
  • Plans cover 999 participants — about 200 per plan.
  • 40% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.2MSummed across loaded plans$4,156,449
Total reported assets$4.2M$4,156,708
Total reported participants999
Total reported liabilities$259

Reported net position

Reported assets = net assets + liabilities (summed)$4.2M total assets
Net assets$4.2MLiabilities$259
Contributions & income
Employer contributions$126.8K
Participant contributions$207.8K
Total income / additions$876K
Expenses & distributions
Benefits paid / distributions$858K
Total expenses$858.4K
Net increase / (decrease)$17.7K

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation1 / 5 (20%)

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

Chicago Heights market comparison

Largest plan share of assets85%403(B) Thrift Plan For Employees Of New Star, Inc.
Participants per plan200Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Chicago Heights

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

  1. 1
    403(B) Thrift Plan For Employees Of New Star, Inc.$3.5M
    New Star, Inc. · 2023
  2. 2
    Panozzo Brothers Funeral Home Inc Employees Profit Sharing Plan$615.4K
    Panozzo Brothers Funeral Home Inc · 2023
  3. 3
    New Star, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    New Star, Inc. · 2023
  4. 4
    Chs Acquisition Corp Health Plannot reported in the loaded dataset
    Chs Acquisition Corp · 2023
  5. 5
    Chs Acquisition Corp Life Insurance Plannot reported in the loaded dataset
    Chs Acquisition Corp. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Chicago Heights, IL?
5 plan(s) reported by 3 sponsor(s) are loaded for Chicago Heights, IL.

Related Form 5500 pages