Plan5500

Clarendon Hills, 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, Clarendon Hills, IL has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $6,214,479 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Clarendon Hills

  • 4 loaded plans hold $6.2M in reported assets across 3 sponsors.
  • The largest, Compass Holding 401(K) Plan, holds 77% of reported Clarendon Hills plan assets.
  • Plans cover 204 participants — about 51 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.2MSummed across loaded plans$6,214,479
Total reported assets$6.2M$6,214,479
Total reported participants204
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$6.2M total assets
Net assets$6.2MLiabilities—
Contributions & income
Employer contributions$294.5K
Participant contributions$618.4K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$2.7M
Total expenses$2.8M
Net increase / (decrease)-$933.1K

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Clarendon Hills market comparison

Largest plan share of assets77%Compass Holding 401(K) Plan
Participants per plan51Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Clarendon Hills

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

  1. 1
    Compass Holding 401(K) Plan$4.8M
    Compass Management, LLC · 2023
  2. 2
    Qfa Services LLC 401(K) Plan$1M
    Qfa Services Pllc · 2023
  3. 3
    Qfa Services Pllc Profit Sharing Plan$410.6K
    Qfa Services Pllc · 2023
  4. 4
    Adam Booth Sole Proprietorshipnot reported in the loaded dataset
    Adam Booth Sole Proprietorship · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Clarendon Hills, IL?
4 plan(s) reported by 3 sponsor(s) are loaded for Clarendon Hills, IL.

Related Form 5500 pages