Plan5500

Columbia, 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, Columbia, IL has 10 loaded benefit plan(s) reported by 8 plan sponsor(s), with $81,224,510 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
8
Latest filing year
2023

What stands out in Columbia

  • 10 loaded plans hold $81.2M in reported assets across 8 sponsors.
  • The largest, Luhr Crosby, LLC Employees Profit Sharing Plan And Trust, holds 44% of reported Columbia plan assets.
  • Plans cover 1,230 participants — about 123 per plan.
  • 70% of loaded plans report full Schedule H/I financial statements.
  • 30% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$81.2MSummed across loaded plans$81,212,201
Total reported assets$81.2M$81,224,510
Total reported participants1.2K1,230
Total reported liabilities$12.3K$12,309

Reported net position

Reported assets = net assets + liabilities (summed)$81.2M total assets
Net assets$81.2MLiabilities$12.3K
Contributions & income
Employer contributions$3.4M
Participant contributions$2.2M
Total income / additions$15.5M
Expenses & distributions
Benefits paid / distributions$6.3M
Total expenses$6.7M
Net increase / (decrease)$8.8M

Data coverage

Plans with financial statements7 / 10 (70%)
Plans with provider compensation3 / 10 (30%)

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

Columbia market comparison

Largest plan share of assets44%Luhr Crosby, LLC Employees Profit Sharing Plan And Trust
Participants per plan123Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Columbia

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

  1. 1
    Luhr Crosby, LLC Employees Profit Sharing Plan And Trust$35.7M
    Luhr Crosby, LLC · 2023
  2. 2
    Weber Automotive Management, LLC 401(K) And Profit Sharing Plan$23.6M
    Weber Automotive Management, LLC · 2023
  3. 3
    Budnick Converting, Inc. 401(K) Plan$15.2M
    Budnick Converting, Inc. · 2023
  4. 4
    B&H Machine, Inc. 401(K) Plan$6.4M
    B&H Machine, Inc. · 2023
  5. 5
    L And R Group Corp. 401(K) Plan$304.3K
    L And R Group Corp. · 2023
  6. 6
    Chris Peel Co. Retirement Plan$10.4K
    Chris Peel Co. · 2023
  7. 7
    Blechle Enterprises, Inc. Profit Sharing Plan$5.2K
    Blechle Enterprises, Inc. · 2023
  8. 8
    George Weber Chevrolet Employee Benefit Plannot reported in the loaded dataset
    George Weber Chevrolet · 2023
  9. 9
    Luhr Crosby, LLC. Employee Benefit Plannot reported in the loaded dataset
    Luhr Crosby, LLC · 2023
  10. 10
    Budnick Converting, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Budnick Converting, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Columbia, IL?
10 plan(s) reported by 8 sponsor(s) are loaded for Columbia, IL.

Related Form 5500 pages