Plan5500

Matteson, 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, Matteson, IL has 8 loaded benefit plan(s) reported by 4 plan sponsor(s), with $23,726,953 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
4
Latest filing year
2023

What stands out in Matteson

  • 8 loaded plans hold $23.7M in reported assets across 4 sponsors.
  • The largest, Rogers Enterprises Incentive Savings Plan (Reisp), holds 63% of reported Matteson plan assets.
  • Plans cover 1,455 participants — about 182 per plan.
  • 38% of loaded plans report full Schedule H/I financial statements.
  • 38% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.6MSummed across loaded plans$23,553,312
Total reported assets$23.7M$23,726,953
Total reported participants1.5K1,455
Total reported liabilities$173.6K$173,641

Reported net position

Reported assets = net assets + liabilities (summed)$23.7M total assets
Net assets$23.6MLiabilities$173.6K
Contributions & income
Employer contributions$437.4K
Participant contributions$1.6M
Total income / additions$7M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.6M
Net increase / (decrease)$4.4M

Data coverage

Plans with financial statements3 / 8 (38%)
Plans with provider compensation3 / 8 (38%)

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

Matteson market comparison

Largest plan share of assets63%Rogers Enterprises Incentive Savings Plan (Reisp)
Participants per plan182Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Matteson

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

  1. 1
    Rogers Enterprises Incentive Savings Plan (Reisp)$14.9M
    Rogers Enterprises, Inc. · 2023
  2. 2
    Sutton Auto Team Retirement Plan$8.9M
    Sutton Ford, Inc. · 2023
  3. 3
    Cook-Bond Investments Corp. Retirement Plan$0
    Cook-Bond Investments Corp. · 2023
  4. 4
    Clarence Davids & Company Health And Welfare Benefit Plannot reported in the loaded dataset
    Clarence Davids & Company · 2023
  5. 5
    Sutton Ford, Inc. Medical Plannot reported in the loaded dataset
    Sutton Ford, Inc. · 2023
  6. 6
    Sutton Ford, Inc. Life Plannot reported in the loaded dataset
    Sutton Ford, Inc. · 2023
  7. 7
    Sutton Ford, Inc. Vision Plannot reported in the loaded dataset
    Sutton Ford, Inc. · 2023
  8. 8
    Rogers Enterprises Inc Group Benefit Plannot reported in the loaded dataset
    Rogers Enterprises Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Matteson, IL?
8 plan(s) reported by 4 sponsor(s) are loaded for Matteson, IL.

Related Form 5500 pages