Plan5500

Oak Brook, 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, Oak Brook, IL has 162 loaded benefit plan(s) reported by 115 plan sponsor(s), with $15,280,580,831 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
162
Plan sponsors
115
Latest filing year
2023

What stands out in Oak Brook

  • 162 loaded plans hold $15.3B in reported assets across 115 sponsors.
  • The largest, United Food & Commercial Workers Intl Union - Industry Pension Fund, holds 52% of reported Oak Brook plan assets.
  • Plans cover 452,396 participants — about 2,793 per plan.
  • 69% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.1BSummed across loaded plans$15,099,189,944
Total reported assets$15.3B$15,280,580,831
Total reported participants452.4K452,396
Total reported liabilities$181.4M$181,390,887

Reported net position

Reported assets = net assets + liabilities (summed)$15.3B total assets
Net assets$15.1BLiabilities$181.4M
Contributions & income
Employer contributions$508.1M
Participant contributions$359.6M
Total income / additions$2.3B
Expenses & distributions
Benefits paid / distributions$1.4B
Total expenses$1.5B
Net increase / (decrease)$819M

Data coverage

Plans with financial statements111 / 162 (69%)
Plans with provider compensation81 / 162 (50%)

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

Oak Brook market comparison

Largest plan share of assets52%United Food & Commercial Workers Intl Union - Industry Pension Fund
Participants per plan2,793Average across loaded plans
Plan sponsors115
Ranked by reported assets

Largest loaded plans in Oak Brook

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

  1. 1
    United Food & Commercial Workers Intl Union - Industry Pension Fund$8B
    Trustees Of Ufcw Int'L Union - Industry Pension Fund · 2023
  2. 2
    Ace Hardware Corporation 401(K) Savings And Retirement Plan$1B
    Ace Hardware Corporation · 2023
  3. 3
    Roofers Pension Fund$501M
    Board Of Trustees Of Roofers Pension Fund · 2023
  4. 4
    Treehouse Foods, Inc. 401(K) Plan$423.6M
    Treehouse Foods, Inc. · 2023
  5. 5
    Athletico, Ltd. Employees Profit Sharing Plan$341.8M
    Athletico, Ltd. · 2023
  6. 6
    Arch. Ironworkers Local 63 Dc Pension Trust$319.8M
    Board Of Trustees-Local 63 Defined Contribution Pension Fund · 2023
  7. 7
    Chamberlain 401(K) Plan$279.4M
    The Chamberlain Group LLC · 2023
  8. 8
    Hub Group Employee Profit Sharing And Trust Plan$231.9M
    Hub Group, Inc. · 2023
  9. 9
    Ufcw International Union-Industry Variable Annuity Pension Plan$228M
    Trustees Of The Ufcw International Union - Industry Variable Annuity P · 2023
  10. 10
    Treehouse Foods Master Trust$199.3M
    Treehouse Foods, Inc. · 2023
  11. 11
    Ralcorp Holdings, Inc. Retirement Plan$179.2M
    Treehouse Foods, Inc. · 2023
  12. 12
    N.A.N.I Physicians Services Profit Sharing And Retirement Saving Plan$165.3M
    Nephrology Associates Of Northern Illinois And Indiana · 2023
  13. 13
    Ace Retail Savings Plan 401(K)$163.4M
    Ace Hardware Corporation · 2023
  14. 14
    Local 703, I.B Of T., Grocery & Food Employees' Pension Plan$152.7M
    Trustees Of Local 703, I.B. Of T., Grocery & Food Employees' Pension P · 2023
  15. 15
    Winland Foods, Inc. 401(K) Plan$149.4M
    Winland Foods, Inc. · 2023
  16. 16
    Plumbers & Pipefitters Local 172 Pension Fund$140.5M
    Trustees Of Plumbers & Pipefitters Local 172 Pension Fund · 2023
  17. 17
    Pension Plan For Employees Of A.M. Castle & Co.$138.7M
    A.M. Castle & Co. · 2023
  18. 18
    Nd Paper 401(K) Savings Plan$131.7M
    Nd Paper Inc. · 2023
  19. 19
    Roofers Unions Welfare Trust Fund$106.7M
    Trustees Of Roofers Unions Welfare Trust Fund · 2023
  20. 20
    Readerlink Distribution Services, LLC Retirement Savings Plan$102.8M
    Readerlink Distribution Services, LLC · 2023
  21. 21
    Architectural Ironworkers Local 63 Welfare Fund$98.6M
    Board Of Trustees-Architectural Ironworkers Local 63 Welfare Fund · 2023
  22. 22
    Heniff Companies 401(K) Retirement Savings Plan$97.2M
    Long Iron Services LLC · 2023
  23. 23
    The Inland Group, LLC Savings Plan$96.7M
    The Inland Group, LLC · 2023
  24. 24
    Witt/Kieffer Inc. Savings & Profit Sharing Plan & Trust$91.9M
    Witt/Kieffer Inc. · 2023
  25. 25
    Plumbing & Pipefitting Industry Retirement Plan Of Kansas$85.5M
    Plumbing & Pipefitting Industry Retirement Plan Of Kansas · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Oak Brook, IL?
162 plan(s) reported by 115 sponsor(s) are loaded for Oak Brook, IL.

Related Form 5500 pages