Lake Forest, 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 Forest, IL has 87 loaded benefit plan(s) reported by 47 plan sponsor(s), with $16,104,413,228 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 87
- Plan sponsors
- 47
- Latest filing year
- 2023
What stands out in Lake Forest
- 87 loaded plans hold $16.1B in reported assets across 47 sponsors.
- The largest, W. W. Grainger, Inc. Retirement Savings Plan, holds 21% of reported Lake Forest plan assets.
- Plans cover 205,779 participants — about 2,365 per plan.
- 64% of loaded plans report full Schedule H/I financial statements.
- 43% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Forest, 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.
Lake Forest market comparison
Largest loaded plans in Lake Forest
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
- 2
- 3Packaging Corporation Of America · 2023
- 4
- 5Packaging Corporation Of America · 2023
- 6
- 7
- 8
- 9
- 10Packaging Corporation Of America · 2023
- 11
- 12
- 13Packaging Corporation Of America · 2023
- 14
- 15
- 16
- 17
- 18
- 19
- 20
- 21
- 22
- 23Meridian Compensation Partners, LLC · 2023
- 24Chicago Bears Football Club, Inc. · 2023
- 25
Largest plans in Lake Forest → · Lake Forest plans by participants → · Lake Forest plans with financial data → · Lake Forest plans with provider compensation → · $1B+ plans in Lake Forest →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Lake Forest, IL?
- 87 plan(s) reported by 47 sponsor(s) are loaded for Lake Forest, IL.
Related Form 5500 pages
- All IL Form 5500 filings
- W. W. Grainger, Inc. Retirement Savings Plan (plan 001)
- W.W. Grainger, Inc. — all reported plans
- Pca Defined Contribution Master Trust (plan 001)
- Packaging Corporation Of America — all reported plans
- Packaging Corporation Of America Retirement Savings Plan For Salaried Employees (plan 002)
- Packaging Corporation Of America — all reported plans
- Pca Master Retirement Trust (plan 002)
- Packaging Corporation Of America — all reported plans
- Packaging Corporation Of America Thrift Plan For Hourly Employees (plan 001)
- Pactiv General Employee Benefit Trust (plan 100)
- Pactiv LLC — all reported plans
- Pension Plan For Pactiv Evergreen (plan 042)
- Pactiv LLC — all reported plans
- Employee Savings Plan (plan 004)
- Pactiv Evergreen Services Inc. — all reported plans
- 401(K) Retirement Plan For Reynolds Consumer Products (plan 010)
- Reynolds Consumer Products LLC — all reported plans
- Boise Paper Holdings, L.L.C. Consolidated Pension Plan (plan 011)
- Packaging Corporation Of America Hourly Pension Plan (plan 003)
- Employee Savings Plan For Evergreen Packaging (plan 007)
- Evergreen Packaging LLC — all reported plans
- Packaging Corporation Of America Pension Plan For Eligible Grandfathered Salaried Employees (plan 004)
- Trustmark Services Company Investment And Savings Plan (plan 001)
- Trustmark Services Company — all reported plans
- Consumers Credit Union Defined Benefit Plan And Trust (plan 001)
- Consumers Credit Union — all reported plans
- Methodology
- Data sources