Plan5500

Elwood, 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, Elwood, IL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $14,662,214 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Elwood

  • 1 loaded plans hold $14.7M in reported assets across 1 sponsors.
  • The largest, Bernhard Farms Inc Profit Sharing Plan, holds 100% of reported Elwood plan assets.
  • Plans cover 8 participants — about 8 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.7MSummed across loaded plans$14,662,214
Total reported assets$14.7M$14,662,214
Total reported participants8
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$14.7M total assets
Net assets$14.7MLiabilities—
Contributions & income
Employer contributions$438.6K
Participant contributionsNot reported
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$165K
Total expenses$165K
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Elwood market comparison

Largest plan share of assets100%Bernhard Farms Inc Profit Sharing Plan
Participants per plan8Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Elwood

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

  1. 1
    Bernhard Farms Inc Profit Sharing Plan$14.7M
    Bernhard Farms Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Elwood, IL?
1 plan(s) reported by 1 sponsor(s) are loaded for Elwood, IL.

Related Form 5500 pages