Plan5500

Lake Bluff, 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, Lake Bluff, IL has 16 loaded benefit plan(s) reported by 12 plan sponsor(s), with $146,293,171 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
16
Plan sponsors
12
Latest filing year
2023

What stands out in Lake Bluff

  • 16 loaded plans hold $146.3M in reported assets across 12 sponsors.
  • The largest, Mariani Enterprises 401(K) Savings Plan, holds 29% of reported Lake Bluff plan assets.
  • Plans cover 5,721 participants — about 358 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$146.2MSummed across loaded plans$146,234,221
Total reported assets$146.3M$146,293,171
Total reported participants5.7K5,721
Total reported liabilities$59K$58,950

Reported net position

Reported assets = net assets + liabilities (summed)$146.3M total assets
Net assets$146.2MLiabilities$59K
Contributions & income
Employer contributions$3.3M
Participant contributions$8.5M
Total income / additions$39.8M
Expenses & distributions
Benefits paid / distributions$8.8M
Total expenses$9.1M
Net increase / (decrease)$30.7M

Data coverage

Plans with financial statements12 / 16 (75%)
Plans with provider compensation4 / 16 (25%)

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

Lake Bluff market comparison

Largest plan share of assets29%Mariani Enterprises 401(K) Savings Plan
Participants per plan358Average across loaded plans
Plan sponsors12
Ranked by reported assets

Largest loaded plans in Lake Bluff

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

  1. 1
    Mariani Enterprises 401(K) Savings Plan$42.8M
    Mariani Enterprises LLC · 2023
  2. 2
    Terlato Wine Group, Ltd. Savings And Retirement Plan$39.2M
    Terlato Wine Group, Ltd. · 2023
  3. 3
    Karl Knauz Motors, Inc. 401(K)/Profit Sharing Plan$30.9M
    Karl Knauz Motors, Inc. · 2023
  4. 4
    Scott Byron & Co. , Inc. Salary Savings And Profit Sharing Plan$11.1M
    Scott Byron & Co., Inc. · 2023
  5. 5
    Adams Machinery Company Employees Profit-Sharing Plan And Trust$8.5M
    Adams Machinery Company · 2023
  6. 6
    Homewerks Worldwide LLC 401(K)$7M
    Homewerks Worldwide LLC · 2023
  7. 7
    Northshore Dermatology, Sc Profit Sharing Plan$2.8M
    Northshore Dermatology Center, S.C. · 2023
  8. 8
    Amended Charles S. James, D.D.S., Ltd. Pension Plan And Trust$2.6M
    Charles S. James, D.D.S., Ltd. · 2023
  9. 9
    Urgence Corporation Retirement Plan$584.4K
    Urgence Corporation · 2023
  10. 10
    Apex Signs & Graphics, Inc. Retirement Plan$458.4K
    Apex Signs & Graphics, Inc. · 2023
  11. 11
    Knollwood Animal Hospital Retirement Savings Plan$355.9K
    Knollwood Animal Hospital, Pc · 2023
  12. 12
    Pride Usa Profit Sharing & 401(K) Plan & Trust$91.7K
    Pride Usa, Inc. · 2023
  13. 13
    Terlato Wine Group Welfare Benefit Plannot reported in the loaded dataset
    Terlato Wine Group · 2023
  14. 14
    Karl Knauz Motors Inc Employee Benefits Plannot reported in the loaded dataset
    Karl Knauz Motors Inc · 2023
  15. 15
    Mariani Enterprises Employee Benefits Plannot reported in the loaded dataset
    Mariani Enterprises, Inc. · 2023
  16. 16
    Homewerks Worldwide, LLC Employee Benefits Plannot reported in the loaded dataset
    Homewerks Worldwide, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lake Bluff, IL?
16 plan(s) reported by 12 sponsor(s) are loaded for Lake Bluff, IL.

Related Form 5500 pages