Plan5500

Glen Ellyn, 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, Glen Ellyn, IL has 13 loaded benefit plan(s) reported by 12 plan sponsor(s), with $11,794,659 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
12
Latest filing year
2023

What stands out in Glen Ellyn

  • 13 loaded plans hold $11.8M in reported assets across 12 sponsors.
  • The largest, Mark T. Rodriguez Atty. Pension Plan, holds 30% of reported Glen Ellyn plan assets.
  • Plans cover 571 participants — about 44 per plan.
  • 85% of loaded plans report full Schedule H/I financial statements.
  • 8% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.8MSummed across loaded plans$11,794,659
Total reported assets$11.8M$11,794,659
Total reported participants571
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.8M total assets
Net assets$11.8MLiabilities$0
Contributions & income
Employer contributions$305.5K
Participant contributions$112.6K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$336.1K
Total expenses$375.4K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements11 / 13 (85%)
Plans with provider compensation1 / 13 (8%)

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

Glen Ellyn market comparison

Largest plan share of assets30%Mark T. Rodriguez Atty. Pension Plan
Participants per plan44Average across loaded plans
Plan sponsors12
Ranked by reported assets

Largest loaded plans in Glen Ellyn

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

  1. 1
    Mark T. Rodriguez Atty. Pension Plan$3.5M
    Mark T. Rodriguez Atty · 2023
  2. 2
    P/S Plan Of Dynamic Door Service, Inc.$2.2M
    Dynamic Door Service, Inc. · 2023
  3. 3
    Profit Sharing Plan For The Employees Of Steven K. Norgaard, P.C.$2M
    Steven K. Norgaard, P.C. · 2023
  4. 4
    Innovative Systems Group Inc 401(K) Profit Sharing Plan & Trust$1.9M
    Innovative Systems Group Inc · 2023
  5. 5
    Ixora Inc Profit Sharing Plan And Trust$1M
    Ixora Inc · 2023
  6. 6
    Facil Investments 401k Trust$585.5K
    Facil Investments Inc. · 2023
  7. 7
    Joliet Oral Surgeons Profit-Sharing Plan And Trust$305K
    Joliet Oral Surgeons · 2023
  8. 8
    Sweat Equity Partners, Inc. 401(K) Profit Sharing Plan$201.5K
    Sweat Equity Partners, Inc. · 2023
  9. 9
    Bankmann Corp. Retirement Plan$45K
    Bankmann Corp. · 2023
  10. 10
    Sam Thirteen Corp. 401(K) Plan$20.8K
    Sam Thirteen Corp. · 2023
  11. 11
    Gizmo Bean Flooring Corp. 401(K) Plan$0
    Gizmo Bean Flooring Corp. · 2023
  12. 12
    Revcylce Partners, Inc. Medical Plannot reported in the loaded dataset
    Revcycle Partners, Inc. · 2023
  13. 13
    Revcycle Partners, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Revcycle Partners, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Glen Ellyn, IL?
13 plan(s) reported by 12 sponsor(s) are loaded for Glen Ellyn, IL.

Related Form 5500 pages