Morton, 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, Morton, IL has 21 loaded benefit plan(s) reported by 13 plan sponsor(s), with $860,281,333 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 21
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $860,281,333
- Total reported liabilities (EOY)
- $116,516,915
- Total reported net assets (EOY)
- $743,764,418
Contributions & income
- Employer contributions
- $20,877,041
- Participant contributions
- $17,034,035
- Total income / additions
- $232,391,591
Expenses & distributions
- Benefits paid / distributions
- $35,039,555
- Total expenses
- $39,334,156
- Net increase / (decrease)
- $193,057,435
Coverage
- Total reported participants
- 12,676
- Plans with financial statements
- 13
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Morton, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan | Morton Buildings, Inc. | $307,640,147 | 2023 |
| Morton Buildings, Inc. 401(K) And Esop | Morton Buildings, Inc. | $203,331,080 | 2023 |
| Hometown Community Bancorp, Inc. Employee Stock Ownership Plan & Trust | Hometown Community Bancorp, Inc. | $194,348,222 | 2023 |
| Morton Community Bank 401(K) Retirement Plan | Morton Community Bank | $51,023,008 | 2023 |
| Sam Leman I, LLC 401(K) Plan | Sam Leman I, LLC | $29,187,651 | 2023 |
| G&D Operating Holdings, LLC Retirement Savings Plan | G&D Operating Holdings, LLC | $21,462,036 | 2023 |
| Morton Industries 401(K) Plan | Morton Industries, LLC | $20,051,683 | 2023 |
| Apostolic Christian Lifepoints Retirement Income Plan | Apostolic Christian Lifepoints | $10,056,940 | 2023 |
| Encore Services, LLC 401(K) Retirement Savings Plan | Encore Services, LLC | $9,215,385 | 2023 |
| Lighthouse Buick Gmc, Inc. Dba Lighthouse Automotive 401(K) Plan | Lighthouse Buick Gmc, Inc. Dba Lighthouse Automotive | $7,192,570 | 2023 |
| Air-Land Transport Service, Inc. 401(K) Plan | Air-Land Transport Service, Inc. | $5,177,209 | 2023 |
| Littlefield & Lovell Orthodontics Ltd Employees Profit Sharing Plan And Trust | Lovell Orthodontics | $1,549,405 | 2023 |
| Tongate Inc. Retirement Plan | Tongate Inc. | $45,997 | 2023 |
| Morton Industries, LLC Cafeteria Benefit Plan | Morton Industries, LLC | not reported in the loaded dataset | 2023 |
| Hometown Community Bancorp, Inc. Health Plan | Hometown Community Bancorp, Inc. | not reported in the loaded dataset | 2023 |
| G&D Operating Holdings, LLC Employee Welfare Benefits Plan | G&D Operating Holdings, LLC | not reported in the loaded dataset | 2023 |
| Hometown Community Bancorp, Inc. Life, Ad&D, Ltd, Vision And Dental Plan | Hometown Community Bancorp, Inc. | not reported in the loaded dataset | 2023 |
| Sam Leman I, LLC Welfare Benefit Plan | Sam Leman I, LLC | not reported in the loaded dataset | 2023 |
| Air-Land Transport Service, Inc. Health Dental Life Plan | Air-Land Transport Service, Inc. | not reported in the loaded dataset | 2023 |
| Encore Services, LLC Welfare Benefit Plan | Encore Services, LLC | not reported in the loaded dataset | 2023 |
| The Health & Welfare Plan For Employees Of Morton Building Inc. | Morton Buildings, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Morton → · Morton plans by participants → · Morton plans with financial data → · Morton plans with provider compensation → · $1B+ plans in Morton →
Related Form 5500 pages
- All IL Form 5500 filings
- Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan (plan 002)
- Morton Buildings, Inc. — all reported plans
- Morton Buildings, Inc. 401(K) And Esop (plan 001)
- Hometown Community Bancorp, Inc. Employee Stock Ownership Plan & Trust (plan 002)
- Hometown Community Bancorp, Inc. — all reported plans
- Morton Community Bank 401(K) Retirement Plan (plan 003)
- Morton Community Bank — all reported plans
- Sam Leman I, LLC 401(K) Plan (plan 001)
- Sam Leman I, LLC — all reported plans
- G&D Operating Holdings, LLC Retirement Savings Plan (plan 001)
- G&D Operating Holdings, LLC — all reported plans
- Morton Industries 401(K) Plan (plan 002)
- Morton Industries, LLC — all reported plans
- Apostolic Christian Lifepoints Retirement Income Plan (plan 001)
- Apostolic Christian Lifepoints — all reported plans
- Encore Services, LLC 401(K) Retirement Savings Plan (plan 002)
- Encore Services, LLC — all reported plans
- Lighthouse Buick Gmc, Inc. Dba Lighthouse Automotive 401(K) Plan (plan 001)
- Lighthouse Buick Gmc, Inc. Dba Lighthouse Automotive — all reported plans
- Air-Land Transport Service, Inc. 401(K) Plan (plan 001)
- Air-Land Transport Service, Inc. — all reported plans
- Littlefield & Lovell Orthodontics Ltd Employees Profit Sharing Plan And Trust (plan 002)
- Lovell Orthodontics — all reported plans
- Tongate Inc. Retirement Plan (plan 001)
- Tongate Inc. — all reported plans
- Morton Industries, LLC Cafeteria Benefit Plan (plan 501)
- Hometown Community Bancorp, Inc. Health Plan (plan 502)
- Hometown Community Bancorp, Inc. — all reported plans
- Methodology
- Data sources