Plan5500

Lockport, 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, Lockport, IL has 12 loaded benefit plan(s) reported by 11 plan sponsor(s), with $16,062,324 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
11
Latest filing year
2023

What stands out in Lockport

  • 12 loaded plans hold $16.1M in reported assets across 11 sponsors.
  • The largest, Sfh Company LLC And Affiliates 401k Plan, holds 42% of reported Lockport plan assets.
  • Plans cover 677 participants — about 56 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16MSummed across loaded plans$16,049,965
Total reported assets$16.1M$16,062,324
Total reported participants677
Total reported liabilities$12.4K$12,359

Reported net position

Reported assets = net assets + liabilities (summed)$16.1M total assets
Net assets$16MLiabilities$12.4K
Contributions & income
Employer contributions$500.4K
Participant contributions$970.4K
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$736K
Total expenses$761.6K
Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements9 / 12 (75%)
Plans with provider compensation2 / 12 (17%)

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

Lockport market comparison

Largest plan share of assets42%Sfh Company LLC And Affiliates 401k Plan
Participants per plan56Average across loaded plans
Plan sponsors11
Ranked by reported assets

Largest loaded plans in Lockport

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

  1. 1
    Sfh Company LLC And Affiliates 401k Plan$6.7M
    Sfh Company LLC · 2023
  2. 2
    Homer'S Tree-Mendous 401(K) Plan And Trust$6.1M
    Homer Management LLC · 2023
  3. 3
    American Financial Funding Corp - 401(K) Profit Sharing Plan$1.6M
    American Financial Funding Corp · 2023
  4. 4
    J&D Doggy Day Care Inc 401(K) Plan$660.8K
    J&D Doggy Day Care Inc · 2023
  5. 5
    Tourville Enterprises Employee Retirement Plan$378.7K
    Tourville Enterprises, Inc. · 2023
  6. 6
    Twinmatrix, Inc. Retirement Plan$263.4K
    Twinmatrix, Inc. · 2023
  7. 7
    Fiveh Holdings Inc. Retirement Plan$195.1K
    Fiveh Holdings Inc. · 2023
  8. 8
    Restore Twenty Four Corp 401(K) Plan$100.3K
    Restore Twenty Four Corp · 2023
  9. 9
    Amparo'S Chicago Inc. 401k Trust$61.5K
    Amparo'S Chicago Inc. · 2023
  10. 10
    Homer Tree Servicesnot reported in the loaded dataset
    Homer Management · 2023
  11. 11
    Mcmahon Transport Group, LLC Welfare Benefit Plannot reported in the loaded dataset
    Mcmahon Transport Group, LLC · 2023
  12. 12
    Magenta, LLC Welfare Benefit Plannot reported in the loaded dataset
    Magenta, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lockport, IL?
12 plan(s) reported by 11 sponsor(s) are loaded for Lockport, IL.

Related Form 5500 pages