Evanston, 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, Evanston, IL has 57 loaded benefit plan(s) reported by 36 plan sponsor(s), with $10,702,991,119 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 57
- Plan sponsors
- 36
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $10,702,991,119
- Total reported liabilities (EOY)
- $13,898,677
- Total reported net assets (EOY)
- $10,689,092,442
Contributions & income
- Employer contributions
- $381,633,137
- Participant contributions
- $385,457,234
- Total income / additions
- $2,319,881,265
Expenses & distributions
- Benefits paid / distributions
- $859,966,057
- Total expenses
- $877,859,707
- Net increase / (decrease)
- $1,442,021,558
Coverage
- Total reported participants
- 151,584
- Plans with financial statements
- 39
- Plans with provider compensation
- 26
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Evanston, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Northwestern University Retirement Plan | Northwestern University | $4,022,176,874 | 2023 |
| Endeavor Health Legacy 403(B) Tax Deferred Annuity Plan For Northshore University Healthsystem Employees | Endeavor Health Clinical Operations | $2,005,336,202 | 2023 |
| Endeavor Health 401(K) Plan | Endeavor Health | $1,856,968,249 | 2023 |
| Northwestern University Voluntary Savings Plan | Northwestern University | $1,097,583,063 | 2023 |
| Zs Associates, Inc. 401(K) Profit Sharing Plan | Zs Associates, Inc. | $528,187,049 | 2023 |
| Northshore University Healthsystem Pension Plan | Endeavor Health Clinical Operations | $212,168,497 | 2023 |
| Elmhurst Memorial Hospital Retirement Plan | Elmhurst Memorial Hospital | $204,390,469 | 2023 |
| Rotary International 401(K) Plan | Rotary International | $146,223,085 | 2023 |
| Northwest Community Hospital Employees Retirement Plan | Northwest Community Hospital | $114,144,200 | 2023 |
| Magnetar Capital LLC Profit Sharing And 401(K) Plan | Magnetar Capital LLC | $76,456,962 | 2023 |
| C. E. Niehoff & Co. Employee Stock Ownership Plan | C. E. Niehoff & Co. | $73,600,519 | 2023 |
| C. E. Niehoff Savings And Profit Sharing Plan | C.E. Niehoff & Co. | $72,889,299 | 2023 |
| Grumman/Butkus Associates, Ltd. Employee 401(K) Plan | Enercon, Ltd. | $52,021,390 | 2023 |
| 401(K) Retirement Plan For Employees Of Mather | Mather | $49,183,490 | 2023 |
| Beghou Consulting, LLC Profit Sharing 401(K) Plan And Trust | Beghou Consulting, LLC | $43,563,659 | 2023 |
| Ornua North America 401(K) Plan | Ornua Foods North America, Inc. | $36,529,823 | 2023 |
| Northwestern University Employee Welfare Benefit Plan | Northwestern University | $22,416,236 | 2023 |
| Hagerty Consulting Inc 401(K) Plan | Hagerty Consulting Inc | $18,927,651 | 2023 |
| Cardinal Law Group, Ltd Retirement Plan | Cardinal Law Group, Ltd | $18,294,155 | 2023 |
| Fidus Investment Advisors, LLC 401(K) Plan | Fidus Investment Advisors, LLC | $10,262,139 | 2023 |
| Katalyst Technologies 401(K) Plan | Katalyst Technologies, Inc. | $8,524,976 | 2023 |
| Romano Brothers And Company Employees' Profit Sharing Plan | Romano Brothers And Company | $8,109,931 | 2023 |
| The Autobarn, Ltd. 401(K) Profit Sharing Plan | Autobarn Motors, Ltd. | $5,972,219 | 2023 |
| Manufacturers News, Inc. 401(K) Plan | Manufacturers News, Inc. | $4,568,208 | 2023 |
| Allgate Financial, LLC Cash Balance Pension Plan & Trust | Allgate Financial LLC | $3,116,123 | 2023 |
Largest plans in Evanston → · Evanston plans by participants → · Evanston plans with financial data → · Evanston plans with provider compensation → · $1B+ plans in Evanston →
Related Form 5500 pages
- All IL Form 5500 filings
- Northwestern University Retirement Plan (plan 001)
- Northwestern University — all reported plans
- Endeavor Health Legacy 403(B) Tax Deferred Annuity Plan For Northshore University Healthsystem Employees (plan 002)
- Endeavor Health Clinical Operations — all reported plans
- Endeavor Health 401(K) Plan (plan 001)
- Endeavor Health — all reported plans
- Northwestern University Voluntary Savings Plan (plan 003)
- Zs Associates, Inc. 401(K) Profit Sharing Plan (plan 001)
- Zs Associates, Inc. — all reported plans
- Northshore University Healthsystem Pension Plan (plan 001)
- Elmhurst Memorial Hospital Retirement Plan (plan 003)
- Elmhurst Memorial Hospital — all reported plans
- Rotary International 401(K) Plan (plan 003)
- Rotary International — all reported plans
- Northwest Community Hospital Employees Retirement Plan (plan 001)
- Northwest Community Hospital — all reported plans
- Magnetar Capital LLC Profit Sharing And 401(K) Plan (plan 001)
- Magnetar Capital LLC — all reported plans
- C. E. Niehoff & Co. Employee Stock Ownership Plan (plan 003)
- C. E. Niehoff & Co. — all reported plans
- C. E. Niehoff Savings And Profit Sharing Plan (plan 002)
- Grumman/Butkus Associates, Ltd. Employee 401(K) Plan (plan 001)
- Enercon, Ltd. — all reported plans
- 401(K) Retirement Plan For Employees Of Mather (plan 003)
- Mather — all reported plans
- Beghou Consulting, LLC Profit Sharing 401(K) Plan And Trust (plan 001)
- Beghou Consulting, LLC — all reported plans
- Methodology
- Data sources