Plan5500

Monee, 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, Monee, IL has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $37,157,769 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Monee

  • 6 loaded plans hold $37.2M in reported assets across 4 sponsors.
  • The largest, Whiting Swenson Employee'S Savings Plan, holds 73% of reported Monee plan assets.
  • Plans cover 871 participants — about 145 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$37.2MSummed across loaded plans$37,157,769
Total reported assets$37.2M$37,157,769
Total reported participants871
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$37.2M total assets
Net assets$37.2MLiabilities$0
Contributions & income
Employer contributions$128.6K
Participant contributions$983.4K
Total income / additions$5.6M
Expenses & distributions
Benefits paid / distributions$4.7M
Total expenses$4.9M
Net increase / (decrease)$752.3K

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation2 / 6 (33%)

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

Monee market comparison

Largest plan share of assets73%Whiting Swenson Employee'S Savings Plan
Participants per plan145Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Monee

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

  1. 1
    Whiting Swenson Employee'S Savings Plan$27M
    G.K. Enterprises, Inc. · 2023
  2. 2
    Whiting Swenson Employees Retirement Plan$8.1M
    G.K. Enterprises, Inc. · 2023
  3. 3
    Petrone Pick-A-Tool Rental Corp. Profit Sharing Plan$1.6M
    Petrone Pick-A-Tool Rental Corp. · 2023
  4. 4
    Monee Management Inc 401k Profit Sharing Plan$359.2K
    Monee Management Inc · 2023
  5. 5
    Kgc Accounting Inc. 401(K) Plan$171K
    Kgc Accounting Inc. · 2023
  6. 6
    Whitingcorporation Premium Conversion Cafeteria Plannot reported in the loaded dataset
    Gk Enterprises, Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages