Plan5500

Long Grove, 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, Long Grove, IL has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $63,146,120 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
7
Latest filing year
2023

What stands out in Long Grove

  • 8 loaded plans hold $63.1M in reported assets across 7 sponsors.
  • The largest, Mat Holdings, Inc. 401(K) Plan, holds 90% of reported Long Grove plan assets.
  • Plans cover 2,261 participants — about 283 per plan.
  • 88% of loaded plans report full Schedule H/I financial statements.
  • 13% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$63.1MSummed across loaded plans$63,146,120
Total reported assets$63.1M$63,146,120
Total reported participants2.3K2,261
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$63.1M total assets
Net assets$63.1MLiabilities$0
Contributions & income
Employer contributions$1.6M
Participant contributions$3.7M
Total income / additions$14.6M
Expenses & distributions
Benefits paid / distributions$4.8M
Total expenses$4.8M
Net increase / (decrease)$9.8M

Data coverage

Plans with financial statements7 / 8 (88%)
Plans with provider compensation1 / 8 (13%)

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

Long Grove market comparison

Largest plan share of assets90%Mat Holdings, Inc. 401(K) Plan
Participants per plan283Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Long Grove

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

  1. 1
    Mat Holdings, Inc. 401(K) Plan$56.8M
    Mat Holdings, Inc. · 2023
  2. 2
    Neil H. Weintraub, Dds, Sc Profit Sharing Plan$5.1M
    Weintraub & Eltink Orthodontics, S.C. · 2023
  3. 3
    Sainte-Rose, Inc. Retirement Plan$500K
    Sainte-Rose, Inc. · 2023
  4. 4
    Rustico Holdings Inc. 401(K) Plan$394.1K
    Rustico Holdings Inc. · 2023
  5. 5
    T.A. Harris Company Retirement Plan$158.3K
    T.A. Harris Company · 2023
  6. 6
    Wh Endeavors Inc. Retirement Plan$149.1K
    Wh Endeavors Inc. · 2023
  7. 7
    Brookbank Partners Inc. Retirement Plan$73K
    Brookbank Partners Inc. · 2023
  8. 8
    Mat Holdings, Inc. Welfare Plannot reported in the loaded dataset
    Mat Holdings, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Long Grove, IL?
8 plan(s) reported by 7 sponsor(s) are loaded for Long Grove, IL.

Related Form 5500 pages