Northbrook, 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, Northbrook, IL has 135 loaded benefit plan(s) reported by 88 plan sponsor(s), with $8,130,665,035 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
135
Plan sponsors
88
Latest filing year
2023

What stands out in Northbrook

  • 135 loaded plans hold $8.1B in reported assets across 88 sponsors.
  • The largest, Ul Financial Security Plan, holds 21% of reported Northbrook plan assets.
  • Plans cover 116,353 participants — about 862 per plan.
  • 63% 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$8.1BSummed across loaded plans$8,124,352,151
Total reported assets$8.1B$8,130,665,035
Total reported participants116.4K116,353
Total reported liabilities$8.2M$8,236,474

Reported net position

Reported assets = net assets + liabilities (summed)$8.1B total assets
Net assets$8.1BLiabilities$8.2M
Contributions & income
Employer contributions$237M
Participant contributions$316.7M
Total income / additions$1.8B
Expenses & distributions
Benefits paid / distributions$631.8M
Total expenses$645.5M
Net increase / (decrease)$1.1B

Data coverage

Plans with financial statements85 / 135 (63%)
Plans with provider compensation38 / 135 (28%)

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

Northbrook market comparison

Largest plan share of assets21%Ul Financial Security Plan
Participants per plan862Average across loaded plans
Plan sponsors88
Ranked by reported assets

Largest loaded plans in Northbrook

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

  1. 1
    Ul LLC · 2023
  2. 2
    Astellas Us LLC · 2023
  3. 3
    Idex Corporation · 2023
  4. 4
    Cf Industries Holdings, Inc. · 2023
  5. 5
  6. 6
    Wiss, Janney, Elstner Associates, Inc. · 2023
  7. 7
    Euromarket Designs, Inc. D.B.A. Crate & Barrel, Cb2, And Hudson Grace · 2023
  8. 8
  9. 9
    Payroll & Insurance Group, Inc. · 2023
  10. 10
    Cf Industries Holdings, Inc. · 2023
  11. 11
    Amplify Hr Management · 2023
  12. 12
    Stepan Company · 2023
  13. 13
    Payroll & Insurance Group Inc · 2023
  14. 14
    Barilla America, Inc. · 2023
  15. 15
    Ul LLC · 2023
  16. 16
  17. 17
    Mark H. Berens Charitable Foundation · 2023
  18. 18
  19. 19
  20. 20
  21. 21
    Old World Industries, LLC · 2023
  22. 22
  23. 23
    Kemper Sports Management, Inc. · 2023
  24. 24
  25. 25
    Armon, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Northbrook, IL?
135 plan(s) reported by 88 sponsor(s) are loaded for Northbrook, IL.

Related Form 5500 pages