North Aurora, 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, North Aurora, IL has 13 loaded benefit plan(s) reported by 10 plan sponsor(s), with $76,576,967 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $76,576,967
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $76,576,967
Contributions & income
- Employer contributions
- $1,868,159
- Participant contributions
- $5,556,541
- Total income / additions
- $20,226,186
Expenses & distributions
- Benefits paid / distributions
- $6,650,538
- Total expenses
- $6,900,992
- Net increase / (decrease)
- $13,325,194
Coverage
- Total reported participants
- 3,284
- Plans with financial statements
- 9
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for North Aurora, 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 |
|---|---|---|---|
| Gerald Auto Group 401(K) Plan & Trust | Gerald Nissan Of North Aurora, Inc. | $31,466,727 | 2023 |
| Clare Holdings, LLC 401(K) Plan | Clare Holdings, LLC | $21,715,105 | 2023 |
| Oberweis Dairy, Inc. 401(K) Profit Sharing Plan | Oberweis Dairy, Inc. | $17,679,606 | 2023 |
| Special Education Services 403(B) Retirement Plan | Special Education Services | $2,351,828 | 2023 |
| Renaissance Systems, Inc. 401(K) Plan And Trust | Renaissance Systems, Inc. | $2,156,592 | 2023 |
| Elizabeth Anne Tryner, Incorporated 401(K) Plan | Elizabeth Anne Tryner, Incorporated | $581,908 | 2023 |
| Hupp Family Financial Retirement Plan | Hupp Family Financial, Inc. | $389,977 | 2023 |
| Fresh Views, Inc. 401(K) Profit Sharing Plan | Fresh Views, Inc. | $174,239 | 2023 |
| Bitmantitle Inc Retirement Plan | Bitmantitle Inc | $60,985 | 2023 |
| Hoffmann Oberweis Dairy, LLC Welfare Benefits Plan | Hoffmann Oberweis Dairy, LLC | not reported in the loaded dataset | 2023 |
| Special Education Services Health & Welfare Plan | Special Education Services | not reported in the loaded dataset | 2023 |
| Clare Holdings LLC Welfare Benefit Plan | Clare Holdings, LLC | not reported in the loaded dataset | 2023 |
| Gerald Nissan Of North Aurora, Inc. Health Care Plan | Gerald Nissan Of North Aurora, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in North Aurora → · North Aurora plans by participants → · North Aurora plans with financial data → · North Aurora plans with provider compensation → · $1B+ plans in North Aurora →
Related Form 5500 pages
- All IL Form 5500 filings
- Gerald Auto Group 401(K) Plan & Trust (plan 001)
- Gerald Nissan Of North Aurora, Inc. — all reported plans
- Clare Holdings, LLC 401(K) Plan (plan 002)
- Clare Holdings, LLC — all reported plans
- Oberweis Dairy, Inc. 401(K) Profit Sharing Plan (plan 007)
- Oberweis Dairy, Inc. — all reported plans
- Special Education Services 403(B) Retirement Plan (plan 001)
- Special Education Services — all reported plans
- Renaissance Systems, Inc. 401(K) Plan And Trust (plan 003)
- Renaissance Systems, Inc. — all reported plans
- Elizabeth Anne Tryner, Incorporated 401(K) Plan (plan 001)
- Elizabeth Anne Tryner, Incorporated — all reported plans
- Hupp Family Financial Retirement Plan (plan 001)
- Hupp Family Financial, Inc. — all reported plans
- Fresh Views, Inc. 401(K) Profit Sharing Plan (plan 001)
- Fresh Views, Inc. — all reported plans
- Bitmantitle Inc Retirement Plan (plan 001)
- Bitmantitle Inc — all reported plans
- Hoffmann Oberweis Dairy, LLC Welfare Benefits Plan (plan 507)
- Hoffmann Oberweis Dairy, LLC — all reported plans
- Special Education Services Health & Welfare Plan (plan 501)
- Clare Holdings LLC Welfare Benefit Plan (plan 501)
- Gerald Nissan Of North Aurora, Inc. Health Care Plan (plan 501)
- Methodology
- Data sources