Plan5500

Olympia Fields, 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, Olympia Fields, IL has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $2,951,902 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Olympia Fields

  • 3 loaded plans hold $3M in reported assets across 2 sponsors.
  • The largest, Aunt Martha'S Health And Wellness 403(B) Plan, holds 88% of reported Olympia Fields plan assets.
  • Plans cover 1,766 participants — about 589 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 67% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3MSummed across loaded plans$2,951,902
Total reported assets$3M$2,951,902
Total reported participants1.8K1,766
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3M total assets
Net assets$3MLiabilities$0
Contributions & income
Employer contributions$474.2K
Participant contributions$1.1M
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$170.2K
Total expenses$188.6K
Net increase / (decrease)$2M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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

Olympia Fields market comparison

Largest plan share of assets88%Aunt Martha'S Health And Wellness 403(B) Plan
Participants per plan589Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Olympia Fields

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

  1. 1
    Aunt Martha'S Health And Wellness 403(B) Plan$2.6M
    Aunt Marthas Health And Wellness, Inc. · 2023
  2. 2
    403(B) Thrift Plan For Employees Of Progressive Housing, Inc.$365.6K
    Progressive Housing, Inc. · 2023
  3. 3
    Aunt Martha'S Health And Wellness Employee Benefits Plannot reported in the loaded dataset
    Aunt Martha'S Health And Wellness, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Olympia Fields, IL?
3 plan(s) reported by 2 sponsor(s) are loaded for Olympia Fields, IL.

Related Form 5500 pages