Plan5500

Dekalb, 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, Dekalb, IL has 10 loaded benefit plan(s) reported by 6 plan sponsor(s), with $43,292,379 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
6
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$43.3MSummed across loaded plans$43,292,379
Total reported assets$43.3M$43,292,379
Total reported participants1.7K1,744
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$43.3M total assets
Net assets$43.3MLiabilities$0
Contributions & income
Employer contributions$1M
Participant contributions$3.1M
Total income / additions$11M
Expenses & distributions
Benefits paid / distributions$4.2M
Total expenses$4.3M
Net increase / (decrease)$6.6M

Data coverage

Plans with financial statements4 / 10 (40%)
Plans with provider compensation3 / 10 (30%)

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

Dekalb market comparison

Largest plan share of assets47%Resource Bank Profit Sharing Plan And Trust
Participants per plan174Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Dekalb

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

  1. 1
    Resource Bank Profit Sharing Plan And Trust$20.5M
    Resource Bank, N.A. · 2023
  2. 2
    Forge Resource Group 401(K) Plan$12.4M
    Forge Resources Group · 2023
  3. 3
    American Marketing & Publishing, L.L.C. 401(K) Plan$9.4M
    American Marketing & Publishing, L.L.C. · 2023
  4. 4
    Dekalb Optometric Associates, P.C. Eqrp Salary Reduction Plan$954.6K
    Dekalb Optometric Associates, P.C. · 2023
  5. 5
    Forge Resources Group Long Term Disability Plannot reported in the loaded dataset
    Forge Resources Group · 2023
  6. 6
    Forge Resources Group Health Plannot reported in the loaded dataset
    Forge Resources Group · 2023
  7. 7
    American Marketing & Publishing, LLC Welfare Plannot reported in the loaded dataset
    American Marketing & Publishing, LLC · 2023
  8. 8
    Resource Bank, N.A. Benefit Plannot reported in the loaded dataset
    Resource Bank, N.A. · 2023
  9. 9
    40367not reported in the loaded dataset
    Children'S Learning Center Inc · 2023
  10. 10
    Forge Resources Group Life Insurance Plannot reported in the loaded dataset
    Forge Resources Group · 2023

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

Related Form 5500 pages