Plan5500

Oswego, 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, Oswego, IL has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $67,757,858 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
9
Latest filing year
2023

What stands out in Oswego

  • 10 loaded plans hold $67.8M in reported assets across 9 sponsors.
  • The largest, Radiac Abrasives, Inc. 401(K) Retirement Savings Plan, holds 42% of reported Oswego plan assets.
  • Plans cover 1,959 participants — about 196 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$67.8MSummed across loaded plans$67,757,858
Total reported assets$67.8M$67,757,858
Total reported participants2K1,959
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$67.8M total assets
Net assets$67.8MLiabilities$0
Contributions & income
Employer contributions$1.6M
Participant contributions$3.6M
Total income / additions$15.7M
Expenses & distributions
Benefits paid / distributions$5.9M
Total expenses$6.2M
Net increase / (decrease)$9.5M

Data coverage

Plans with financial statements8 / 10 (80%)
Plans with provider compensation2 / 10 (20%)

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

Oswego market comparison

Largest plan share of assets42%Radiac Abrasives, Inc. 401(K) Retirement Savings Plan
Participants per plan196Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Oswego

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

  1. 1
    Radiac Abrasives, Inc. 401(K) Retirement Savings Plan$28.7M
    Radiac Abrasives, Inc. · 2023
  2. 2
    Allied First Bancorp 401(K) Profit Sharing Plan$27.9M
    Allied First Bancorp, Inc. · 2023
  3. 3
    Hqc Incorporated 401(K) Plan$5.2M
    H.Q.C., Incorporated · 2023
  4. 4
    River View Ford, Inc. 401(K) Plan$3.4M
    River View Ford, Inc. · 2023
  5. 5
    R. Gary Gooding, Ltd. Benefit Plan And Trust$2.2M
    R. Gary Gooding, Ltd. · 2023
  6. 6
    Dayton International Inc Retirement Plan$196.6K
    Dayton International Inc. · 2023
  7. 7
    Pssjdarnell Incorporated 401(K) Profit Sharing Plan$63.1K
    Pssjdarnell Incorporated · 2023
  8. 8
    Abigale Earl Corp. 401(K) Plan$37.3K
    Abigale Earl Corp. · 2023
  9. 9
    Allied First Bank, Sb Dba Servbank Health And Welfare Plannot reported in the loaded dataset
    Allied First Bank, Sb Dba Servbank · 2023
  10. 10
    Radiac Abrasives, Inc. Health And Welfare Plansnot reported in the loaded dataset
    Radiac Abrasives, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Oswego, IL?
10 plan(s) reported by 9 sponsor(s) are loaded for Oswego, IL.

Related Form 5500 pages