Itasca, 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, Itasca, IL has 109 loaded benefit plan(s) reported by 65 plan sponsor(s), with $2,156,392,014 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
109
Plan sponsors
65
Latest filing year
2023

What stands out in Itasca

  • 109 loaded plans hold $2.2B in reported assets across 65 sponsors.
  • The largest, American Academy Of Pediatrics Employees' Retirement Plan, holds 9% of reported Itasca plan assets.
  • Plans cover 46,455 participants — about 426 per plan.
  • 53% of loaded plans report full Schedule H/I financial statements.
  • 39% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.1BSummed across loaded plans$2,105,079,152
Total reported assets$2.2B$2,156,392,014
Total reported participants46.5K46,455
Total reported liabilities$51.3M$51,312,862

Reported net position

Reported assets = net assets + liabilities (summed)$2.2B total assets
Net assets$2.1BLiabilities$51.3M
Contributions & income
Employer contributions$47.4M
Participant contributions$101.5M
Total income / additions$486.4M
Expenses & distributions
Benefits paid / distributions$204.5M
Total expenses$210.6M
Net increase / (decrease)$275.7M

Data coverage

Plans with financial statements58 / 109 (53%)
Plans with provider compensation43 / 109 (39%)

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

Itasca market comparison

Largest plan share of assets9%American Academy Of Pediatrics Employees' Retirement Plan
Participants per plan426Average across loaded plans
Plan sponsors65
Ranked by reported assets

Largest loaded plans in Itasca

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

  1. 1
    American Academy Of Pediatrics · 2023
  2. 2
    Knowles Corporation · 2023
  3. 3
    Keyence Corporation Of America · 2023
  4. 4
    Fellowes, Inc. · 2023
  5. 5
    Flexera Software LLC · 2023
  6. 6
    Ifs North America, Inc. · 2023
  7. 7
    Livingston International, Inc. · 2023
  8. 8
    Topco Associates, LLC · 2023
  9. 9
    Captive Resources, LLC · 2023
  10. 10
    Fcl Holdings, Inc. · 2023
  11. 11
    Topco Associates, LLC · 2023
  12. 12
    Henricksen & Company, Inc. · 2023
  13. 13
  14. 14
    Enesco, LLC · 2023
  15. 15
    Hamilton Partners, Inc. · 2023
  16. 16
    Gift Of Hope Organ & Tissue Donor Network · 2023
  17. 17
    Steiner Electric Company · 2023
  18. 18
  19. 19
    National Safety Council · 2023
  20. 20
    Riverside Assessments, LLC · 2023
  21. 21
    Robertshaw Controls Company · 2023
  22. 22
  23. 23
    Finzer Roller, Inc · 2023
  24. 24
    Civiltech Engineering, Inc. · 2023
  25. 25
    Nnr Global Logistics Usa Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Itasca, IL?
109 plan(s) reported by 65 sponsor(s) are loaded for Itasca, IL.

Related Form 5500 pages