Plan5500

Hickory Hills, 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, Hickory Hills, IL has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $14,277,444 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Hickory Hills

  • 4 loaded plans hold $14.3M in reported assets across 3 sponsors.
  • The largest, Hercules Forwarding, Inc. Retirement Plan, holds 99% of reported Hickory Hills plan assets.
  • Plans cover 500 participants — about 125 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.3MSummed across loaded plans$14,277,444
Total reported assets$14.3M$14,277,444
Total reported participants500
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$14.3M total assets
Net assets$14.3MLiabilities$0
Contributions & income
Employer contributions$343.7K
Participant contributions$747.8K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$766.9K
Total expenses$776K
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Hickory Hills market comparison

Largest plan share of assets99%Hercules Forwarding, Inc. Retirement Plan
Participants per plan125Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Hickory Hills

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

  1. 1
    Hercules Forwarding, Inc. Retirement Plan$14.1M
    Hercules Forwarding, Inc. · 2023
  2. 2
    Qualtron Manufacturing Consultants Inc. Retirement Plan$150K
    Qualtron Manufacturing Consultants Inc. · 2023
  3. 3
    The A & A Management Nwi, Inc. 401k Profit Sharing Plan$2.8K
    The A & A Management Nwi, Inc. · 2023
  4. 4
    Hercules Forwarding Health Benefit Plannot reported in the loaded dataset
    Hercules Forwarding, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Hickory Hills, IL?
4 plan(s) reported by 3 sponsor(s) are loaded for Hickory Hills, IL.

Related Form 5500 pages