Plan5500

Glencoe, 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, Glencoe, IL has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $60,657,366 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Glencoe

  • 5 loaded plans hold $60.7M in reported assets across 4 sponsors.
  • The largest, Chicago Horticultural Society 403(B) Retirement Plan, holds 83% of reported Glencoe plan assets.
  • Plans cover 1,158 participants — about 232 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$60.7MSummed across loaded plans$60,657,366
Total reported assets$60.7M$60,657,366
Total reported participants1.2K1,158
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$60.7M total assets
Net assets$60.7MLiabilities$0
Contributions & income
Employer contributions$813.5K
Participant contributions$2.1M
Total income / additions$11.8M
Expenses & distributions
Benefits paid / distributions$3M
Total expenses$3M
Net increase / (decrease)$8.7M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation2 / 5 (40%)

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

Glencoe market comparison

Largest plan share of assets83%Chicago Horticultural Society 403(B) Retirement Plan
Participants per plan232Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Glencoe

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

  1. 1
    Chicago Horticultural Society 403(B) Retirement Plan$50.6M
    Chicago Horticultural Society · 2023
  2. 2
    Optima, Inc. 401(K) Profit Sharing Plan$8.5M
    Optima, Inc. · 2023
  3. 3
    Fundamental Holdings, Inc. 401k Profit Sharing Plan$1.1M
    Fundamental Holdings, Inc. · 2023
  4. 4
    Mmj Diversified Corporation 401(K) Plan$475.3K
    Mmj Diversified Corporation · 2023
  5. 5
    Chicago Botanic Garden Employee Welfare Plannot reported in the loaded dataset
    Chicago Horticultural Society Dba Chicago Botanic Garden · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages