Freeport, 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, Freeport, IL has 14 loaded benefit plan(s) reported by 9 plan sponsor(s), with $294,017,877 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $294,017,877
- Total reported liabilities (EOY)
- $44,144
- Total reported net assets (EOY)
- $269,149,866
Contributions & income
- Employer contributions
- $4,868,253
- Participant contributions
- $10,562,100
- Total income / additions
- $53,413,345
Expenses & distributions
- Benefits paid / distributions
- $27,242,264
- Total expenses
- $27,764,101
- Net increase / (decrease)
- $25,649,244
Coverage
- Total reported participants
- 4,575
- Plans with financial statements
- 10
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Freeport, 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 |
|---|---|---|---|
| Fhn Matching Tax Deferred Annuity Plan | Freeport Health Network | $143,123,734 | 2023 |
| Helm Group, Inc. 401(K) Plan | Helm Group, Inc. | $55,568,855 | 2023 |
| Furst-Mcness 401(K) Plan | Furst-Mcness Company | $29,551,867 | 2023 |
| Fehr-Graham & Associates 401(K) Profit Sharing Plan | Fehr-Graham & Associates LLC | $24,824,101 | 2023 |
| The Morse Group, Inc. 401(K) Deferred Compensation Plan | The Morse Group, Inc. | $24,531,957 | 2023 |
| Furst-Mcness Company Pension Plan | Furst-Mcness Company | $9,643,552 | 2023 |
| Plager, Krug, Bauer, Rudolph, & Stodden, Ltd. Profit Sharing/401(K)Plan | Plager, Krug, Bauer, Rudolph & Stodden, Ltd. | $4,585,312 | 2023 |
| Dale R Schmid Dds Pc Employees' Profit Sharing Trust | Dale R Schmid Dds Pc | $1,154,391 | 2023 |
| Elliott & Trainor, P.C. Profit Sharing / 401(K) Plan | Elliott & Trainor, P.C. | $1,034,108 | 2023 |
| Dencor Profit Sharing 401(K) Plan | Dencor | $0 | 2023 |
| Fehr Graham & Associates LLC Employee Welfare Benefit Plan | Fehr-Graham & Associates LLC | not reported in the loaded dataset | 2023 |
| Helm Group, Inc. Group Benefits | Helm Group, Inc. | not reported in the loaded dataset | 2023 |
| The Morse Group, Inc. Employee Benefits Plan | The Morse Group, Inc. | not reported in the loaded dataset | 2023 |
| Fhn Health And Welfare Benefits Plan | Freeport Regional Health Care Foundation | not reported in the loaded dataset | 2023 |
Largest plans in Freeport → · Freeport plans by participants → · Freeport plans with financial data → · Freeport plans with provider compensation → · $1B+ plans in Freeport →
Related Form 5500 pages
- All IL Form 5500 filings
- Fhn Matching Tax Deferred Annuity Plan (plan 002)
- Freeport Health Network — all reported plans
- Helm Group, Inc. 401(K) Plan (plan 002)
- Helm Group, Inc. — all reported plans
- Furst-Mcness 401(K) Plan (plan 002)
- Furst-Mcness Company — all reported plans
- Fehr-Graham & Associates 401(K) Profit Sharing Plan (plan 001)
- Fehr-Graham & Associates LLC — all reported plans
- The Morse Group, Inc. 401(K) Deferred Compensation Plan (plan 001)
- The Morse Group, Inc. — all reported plans
- Furst-Mcness Company Pension Plan (plan 001)
- Plager, Krug, Bauer, Rudolph, & Stodden, Ltd. Profit Sharing/401(K)Plan (plan 001)
- Plager, Krug, Bauer, Rudolph & Stodden, Ltd. — all reported plans
- Dale R Schmid Dds Pc Employees' Profit Sharing Trust (plan 001)
- Dale R Schmid Dds Pc — all reported plans
- Elliott & Trainor, P.C. Profit Sharing / 401(K) Plan (plan 001)
- Elliott & Trainor, P.C. — all reported plans
- Dencor Profit Sharing 401(K) Plan (plan 001)
- Dencor — all reported plans
- Fehr Graham & Associates LLC Employee Welfare Benefit Plan (plan 502)
- Helm Group, Inc. Group Benefits (plan 505)
- The Morse Group, Inc. Employee Benefits Plan (plan 501)
- Fhn Health And Welfare Benefits Plan (plan 501)
- Methodology
- Data sources