Plan5500

North Barrington, 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 Barrington, IL has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $28,771,521 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

What stands out in North Barrington

  • 5 loaded plans hold $28.8M in reported assets across 3 sponsors.
  • The largest, Idealease Inc. 401(K) Plan, holds 72% of reported North Barrington plan assets.
  • Plans cover 768 participants — about 154 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.8MSummed across loaded plans$28,771,521
Total reported assets$28.8M$28,771,521
Total reported participants768
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$28.8M total assets
Net assets$28.8MLiabilities$0
Contributions & income
Employer contributions$863K
Participant contributions$2.2M
Total income / additions$8.3M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.2M
Net increase / (decrease)$6.1M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation2 / 5 (40%)

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

North Barrington market comparison

Largest plan share of assets72%Idealease Inc. 401(K) Plan
Participants per plan154Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in North Barrington

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

  1. 1
    Idealease Inc. 401(K) Plan$20.8M
    Idealease, Inc. · 2023
  2. 2
    Medical Murray, Inc. 401(K) Retirement Plan$8M
    Medical Murray, Inc. · 2023
  3. 3
    Midwest Sealing Products Inc 401(K) Profit Sharing Plan & Trust$0
    Midwest Sealing Products Inc · 2023
  4. 4
    Idealease, Inc. Health And Welfare Plannot reported in the loaded dataset
    Idealease Inc. · 2023
  5. 5
    Medical Murray, Inc. Wrap Plannot reported in the loaded dataset
    Medical Murray Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for North Barrington, IL?
5 plan(s) reported by 3 sponsor(s) are loaded for North Barrington, IL.

Related Form 5500 pages