Plan5500

Harvard, 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, Harvard, IL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,837,560 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Harvard

  • 2 loaded plans hold $3.8M in reported assets across 2 sponsors.
  • The largest, Erect-A-Tube, Inc. Employee Stock Ownership Plan, holds 100% of reported Harvard plan assets.
  • Plans cover 119 participants — about 60 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.8MSummed across loaded plans$3,837,560
Total reported assets$3.8M$3,837,560
Total reported participants119
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.8M total assets
Net assets$3.8MLiabilities—
Contributions & income
Total income / additions$903.5K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$903.5K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Harvard market comparison

Largest plan share of assets100%Erect-A-Tube, Inc. Employee Stock Ownership Plan
Participants per plan60Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Harvard

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

  1. 1
    Erect-A-Tube, Inc. Employee Stock Ownership Plan$3.8M
    Erect-A-Tube, Inc. · 2023
  2. 2
    Petdine LLCnot reported in the loaded dataset
    Petdine LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages