Geneva, 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, Geneva, IL has 27 loaded benefit plan(s) reported by 19 plan sponsor(s), with $349,870,764 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 27
- Plan sponsors
- 19
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $349,870,764
- Total reported liabilities (EOY)
- $423,696
- Total reported net assets (EOY)
- $349,447,068
Contributions & income
- Employer contributions
- $8,755,667
- Participant contributions
- $5,074,061
- Total income / additions
- $61,319,479
Expenses & distributions
- Benefits paid / distributions
- $11,574,406
- Total expenses
- $12,351,313
- Net increase / (decrease)
- $48,968,166
Coverage
- Total reported participants
- 4,110
- Plans with financial statements
- 20
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Geneva, 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 |
|---|---|---|---|
| Miner Enterprises, Inc. Master Trust | Miner Enterprises, Inc | $113,860,283 | 2023 |
| Miner Enterprises Profit Sharing Plan | Miner Enterprises, Inc | $70,128,349 | 2023 |
| Miner Enterprises Pension Plan | Miner Enterprises, Inc | $48,738,321 | 2023 |
| Fox Valley Orthopaedic Associates, S.C. Profit Sharing And Savings Plan | Fox Valley Orthopaedic Associates, S.C. | $38,437,571 | 2023 |
| Continental Envelope Corporation Profit Sharing Plan | Continental Envelope Corporation | $16,024,335 | 2023 |
| Marklund Employee Retirement Savings Plan | Marklund | $15,317,503 | 2023 |
| Industrial Hard Chrome, Ltd. 401(K) Retirement Plan And Trust | Industrial Hard Chrome, Ltd. | $13,920,254 | 2023 |
| Shodeen Group, LLC 401(K) Plan | Shodeen Group, LLC | $12,578,495 | 2023 |
| Northern Illinois Food Bank Retirement Savings Plan | Northern Illinois Food Bank | $7,599,894 | 2023 |
| Fr2, Inc. 401(K) Plan | Fr2, Inc. | $4,403,116 | 2023 |
| Evp Advisors, Inc. 401(K) Plan | Evp Advisors, Inc. | $3,916,699 | 2023 |
| Surgery Group, S.C. Employees' Retirement Plan | Surgery Group, S.C. | $2,879,822 | 2023 |
| Melodic Flora Corp. 401(K) Plan | Melodic Flora Corp. | $718,497 | 2023 |
| K-Five Investments Inc. 401(K) Plan | K-Five Investments Inc. | $656,347 | 2023 |
| 2 Fish Market Inc. Retirement Plan | 2 Fish Market Inc. | $383,413 | 2023 |
| Fishwhisker Inc. Retirement Plan | Fishwhisker Inc. | $149,000 | 2023 |
| Inmr Enterprise Corp. Retirement Plan | Inmr Enterprise Corp. | $93,865 | 2023 |
| Fcf Consulting, Inc. Retirement Plan | Fcf Consulting, Inc. | $65,000 | 2023 |
| Charles Rucker Enterprise, Inc. Retirement Plan | Charles Rucker Enterprise, Inc. | $0 | 2023 |
| Envea Inc. 401(K) Plan | Envea Inc. | $0 | 2023 |
| Olon Industries Welfare Plan | Olon Industries Inc. | not reported in the loaded dataset | 2023 |
| Northern Illinois Food Bank Welfare Benefit Plan | Northern Illinois Food Bank | not reported in the loaded dataset | 2023 |
| Miner Enterprises, Inc. Employee Health And Welfare Plan | Miner Enterprises, Inc. | not reported in the loaded dataset | 2023 |
| Industrial Hard Chrome, Ltd. Cafeteria Plan | Industrial Hard Chrome, Ltd. | not reported in the loaded dataset | 2023 |
| Industrial Hard Chrome, Ltd. Life And Ad&D Insurance | Industrial Hard Chrome, Ltd. | not reported in the loaded dataset | 2023 |
Largest plans in Geneva → · Geneva plans by participants → · Geneva plans with financial data → · Geneva plans with provider compensation → · $1B+ plans in Geneva →
Related Form 5500 pages
- All IL Form 5500 filings
- Miner Enterprises, Inc. Master Trust (plan 100)
- Miner Enterprises, Inc — all reported plans
- Miner Enterprises Profit Sharing Plan (plan 001)
- Miner Enterprises Pension Plan (plan 002)
- Fox Valley Orthopaedic Associates, S.C. Profit Sharing And Savings Plan (plan 002)
- Fox Valley Orthopaedic Associates, S.C. — all reported plans
- Continental Envelope Corporation Profit Sharing Plan (plan 002)
- Continental Envelope Corporation — all reported plans
- Marklund Employee Retirement Savings Plan (plan 005)
- Marklund — all reported plans
- Industrial Hard Chrome, Ltd. 401(K) Retirement Plan And Trust (plan 004)
- Industrial Hard Chrome, Ltd. — all reported plans
- Shodeen Group, LLC 401(K) Plan (plan 001)
- Shodeen Group, LLC — all reported plans
- Northern Illinois Food Bank Retirement Savings Plan (plan 001)
- Northern Illinois Food Bank — all reported plans
- Fr2, Inc. 401(K) Plan (plan 001)
- Fr2, Inc. — all reported plans
- Evp Advisors, Inc. 401(K) Plan (plan 001)
- Evp Advisors, Inc. — all reported plans
- Surgery Group, S.C. Employees' Retirement Plan (plan 004)
- Surgery Group, S.C. — all reported plans
- Melodic Flora Corp. 401(K) Plan (plan 001)
- Melodic Flora Corp. — all reported plans
- K-Five Investments Inc. 401(K) Plan (plan 001)
- K-Five Investments Inc. — all reported plans
- 2 Fish Market Inc. Retirement Plan (plan 001)
- 2 Fish Market Inc. — all reported plans
- Methodology
- Data sources