Plan5500

Lawrenceville, 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, Lawrenceville, IL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $6,047,500 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 Lawrenceville

  • 2 loaded plans hold $6M in reported assets across 2 sponsors.
  • The largest, Herman L. Loeb, LLC Employee Savings Plan, holds 100% of reported Lawrenceville plan assets.
  • Plans cover 214 participants — about 107 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$6MSummed across loaded plans$6,047,500
Total reported assets$6M$6,047,500
Total reported participants214
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6M total assets
Net assets$6MLiabilities$0
Contributions & income
Employer contributions$208.4K
Participant contributions$365.9K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$148.1K
Total expenses$160.8K
Net increase / (decrease)$1.4M

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 Lawrenceville, 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

Lawrenceville market comparison

Largest plan share of assets100%Herman L. Loeb, LLC Employee Savings Plan
Participants per plan107Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Lawrenceville

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

  1. 1
    Herman L. Loeb, LLC Employee Savings Plan$6M
    Herman L. Loeb, LLC · 2023
  2. 2
    Lawrence County Memorial Hospital Welfare Benefit Plannot reported in the loaded dataset
    Lawrence County Memorial Hospital · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages