Plan5500

Oak Brook Terrace, 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 Terrace, IL has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $46,483,653 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
7
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$46.5MSummed across loaded plans$46,483,653
Total reported assets$46.5M$46,483,653
Total reported participants2K1,978
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$46.5M total assets
Net assets$46.5MLiabilities$0
Contributions & income
Employer contributions$313.9K
Participant contributions$2.6M
Total income / additions$11.1M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$10M

Data coverage

Plans with financial statements3 / 8 (38%)
Plans with provider compensation1 / 8 (13%)

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

Largest plan share of assets92%Mid-America Real Estate Corp. 401(K) Plan & Trust
Participants per plan247Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Oak Brook Terrace

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

  1. 1
    Mid-America Real Estate Corp. 401(K) Plan & Trust$42.6M
    Mid-America Real Estate, Corp. · 2023
  2. 2
    Brotschul Potts, LLC 401(K) Profit Sharing Plan & Trust$2.4M
    Brotschul Potts, LLC · 2023
  3. 3
    Cm&P Holdings Ira Inc. Retirement Plan$1.4M
    Cm&P Holdings Ira Inc. · 2023
  4. 4
    Set Environmental, Inc. Health And Welfare Benefits Plannot reported in the loaded dataset
    Set Environmental, Inc. · 2023
  5. 5
    Bcs Financial Corporation Group Travelnot reported in the loaded dataset
    Bcs Financial Corporation · 2023
  6. 6
    Bcs Financial Corporation Group Life Insurancenot reported in the loaded dataset
    Bcs Financial Corporation · 2023
  7. 7
    Castle Automotive Management, Inc. Dba Castle Automotive Group Benefit Plannot reported in the loaded dataset
    Castle Automotive Management, Inc. Dba Castle Automotive Group · 2023
  8. 8
    Northwest Express, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Northwest Express, Inc. · 2023

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

Related Form 5500 pages