Freeburg, 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, Freeburg, IL has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $8,452,895 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
2
Latest filing year
2023

What stands out in Freeburg

  • 4 loaded plans hold $8.5M in reported assets across 2 sponsors.
  • The largest, Siemens Manufacturing Co., Inc. 401(K) Plan, holds 64% of reported Freeburg plan assets.
  • Plans cover 279 participants — about 70 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 75% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.4MSummed across loaded plans$8,376,107
Total reported assets$8.5M$8,452,895
Total reported participants279
Total reported liabilities$76.8K$76,788

Reported net position

Reported assets = net assets + liabilities (summed)$8.5M total assets
Net assets$8.4MLiabilities$76.8K
Contributions & income
Employer contributions$1.1M
Participant contributions$742.4K
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$2.1M
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation3 / 4 (75%)

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

Freeburg market comparison

Largest plan share of assets64%Siemens Manufacturing Co., Inc. 401(K) Plan
Participants per plan70Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Freeburg

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

  1. 1
    Siemens Manufacturing Co., Inc. · 2023
  2. 2
    Express Design Group, Inc. · 2023
  3. 3
    Siemens Manufacturing Co., Inc. · 2023
  4. 4
    Siemens Manufacturing Co., Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Freeburg, IL?
4 plan(s) reported by 2 sponsor(s) are loaded for Freeburg, IL.

Related Form 5500 pages