Naperville, 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, Naperville, IL has 167 loaded benefit plan(s) reported by 128 plan sponsor(s), with $4,167,864,669 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
167
Plan sponsors
128
Latest filing year
2023

What stands out in Naperville

  • 167 loaded plans hold $4.2B in reported assets across 128 sponsors.
  • The largest, Kehe Distributors, Inc. Employee Stock Ownership Plan, holds 39% of reported Naperville plan assets.
  • Plans cover 71,146 participants — about 426 per plan.
  • 72% of loaded plans report full Schedule H/I financial statements.
  • 28% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.2BSummed across loaded plans$4,161,428,532
Total reported assets$4.2B$4,167,864,669
Total reported participants71.1K71,146
Total reported liabilities$7M$6,978,035

Reported net position

Reported assets = net assets + liabilities (summed)$4.2B total assets
Net assets$4.2BLiabilities$7M
Contributions & income
Employer contributions$61.4M
Participant contributions$129.2M
Total income / additions$1.1B
Expenses & distributions
Benefits paid / distributions$290.8M
Total expenses$297.8M
Net increase / (decrease)$799.6M

Data coverage

Plans with financial statements120 / 167 (72%)
Plans with provider compensation47 / 167 (28%)

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

Naperville market comparison

Largest plan share of assets39%Kehe Distributors, Inc. Employee Stock Ownership Plan
Participants per plan426Average across loaded plans
Plan sponsors128
Ranked by reported assets

Largest loaded plans in Naperville

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

  1. 1
    Kehe Distributors, Inc. · 2023
  2. 2
    Multiplan, Inc. · 2023
  3. 3
    Kehe Distributors, Inc. · 2023
  4. 4
    Sikich Llp · 2023
  5. 5
    Calamos Investments LLC · 2023
  6. 6
  7. 7
  8. 8
    Midwest Anesthesia Partners LLC · 2023
  9. 9
  10. 10
    Illinois Health And Hospital Association · 2023
  11. 11
    Alloya Corporate Federal Credit Union · 2023
  12. 12
  13. 13
    Wilton Brands LLC · 2023
  14. 14
    Impact Advisors, LLC · 2023
  15. 15
    Westfield Distributing (Nd), Inc. · 2023
  16. 16
    Pma Financial Network, LLC · 2023
  17. 17
    Delta Dental Of Illinois · 2023
  18. 18
    Illinois Credit Union League · 2023
  19. 19
    American Water Resources, LLC · 2023
  20. 20
    Chervon North America, Inc. · 2023
  21. 21
    Hearthstone Utilities Inc. · 2023
  22. 22
    Elmhurst Anesthesiologists, P.C. · 2023
  23. 23
    Door Systems Assa Abloy Us, Inc. · 2023
  24. 24
    Chicago Rivet & Machine Co. · 2023
  25. 25
    Midwest Anesthesia Partners, LLC · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Naperville, IL?
167 plan(s) reported by 128 sponsor(s) are loaded for Naperville, IL.

Related Form 5500 pages