Plan5500

Lena, 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, Lena, IL has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $7,175,249 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Lena

  • 3 loaded plans hold $7.2M in reported assets across 2 sponsors.
  • The largest, Adkins Energy, LLC 401(K) Plan, holds 100% of reported Lena plan assets.
  • Plans cover 756 participants — about 252 per plan.
  • 67% 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$7.2MSummed across loaded plans$7,175,249
Total reported assets$7.2M$7,175,249
Total reported participants756
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.2M total assets
Net assets$7.2MLiabilities$0
Contributions & income
Employer contributions$279.6K
Participant contributions$356.5K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$361.9K
Total expenses$364.1K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Lena market comparison

Largest plan share of assets100%Adkins Energy, LLC 401(K) Plan
Participants per plan252Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Lena

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

  1. 1
    Adkins Energy, LLC 401(K) Plan$7.2M
    Adkins Energy, LLC · 2023
  2. 2
    Tsr Concrete Coatings LLC 401(K) Plan$0
    Tsr Concrete Coatings LLC · 2023
  3. 3
    Tsr Concrete Coatings, LLC Health & Welfare Benefit Plannot reported in the loaded dataset
    Tsr Concrete Coatings, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages