Plan5500

Palos Heights, 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, Palos Heights, IL has 15 loaded benefit plan(s) reported by 11 plan sponsor(s), with $80,380,468 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
11
Latest filing year
2023

What stands out in Palos Heights

  • 15 loaded plans hold $80.4M in reported assets across 11 sponsors.
  • The largest, Trinity Christian College Tax Deferred Annuity And Contribution Plan, holds 44% of reported Palos Heights plan assets.
  • Plans cover 2,053 participants — about 137 per plan.
  • 60% 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$80.4MSummed across loaded plans$80,364,632
Total reported assets$80.4M$80,380,468
Total reported participants2.1K2,053
Total reported liabilities$15.8K$15,836

Reported net position

Reported assets = net assets + liabilities (summed)$80.4M total assets
Net assets$80.4MLiabilities$15.8K
Contributions & income
Employer contributions$1.1M
Participant contributions$1.6M
Total income / additions$14.1M
Expenses & distributions
Benefits paid / distributions$12M
Total expenses$12.2M
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements9 / 15 (60%)
Plans with provider compensation3 / 15 (20%)

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

Palos Heights market comparison

Largest plan share of assets44%Trinity Christian College Tax Deferred Annuity And Contribution Plan
Participants per plan137Average across loaded plans
Plan sponsors11
Ranked by reported assets

Largest loaded plans in Palos Heights

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

  1. 1
    Trinity Christian College Tax Deferred Annuity And Contribution Plan$35.8M
    Trinity Christian College · 2023
  2. 2
    Parkview Orthopaedic Group, S.C. Profit Sharing Plan And Trust$24.7M
    Parkview Orthopaedic Group, S.C. · 2023
  3. 3
    Bethshan Association 403(B) Retirement Plan$7.9M
    Bethshan Association · 2023
  4. 4
    Sccs Employee Retirement Plan$3.3M
    Southwest Chicago Christian School Association · 2023
  5. 5
    George J Jasinski Profit Sharing Plan$3.2M
    George J Jasinski · 2023
  6. 6
    Blew Chemical Co. Profit Sharing Plan$3.1M
    Blew Chemical Company · 2023
  7. 7
    Gregory J. Dalton Dmd Llp Money Purchase Plan$1.6M
    Gregory J Dalton Dmd Llp · 2023
  8. 8
    Division 1 Training, Inc. 401(K) Plan$419.6K
    Division 1 Training, Inc. · 2023
  9. 9
    Crest & Son Cement 401k And Profit Sharing Plan & Trust$363.4K
    Crest & Son Cement · 2023
  10. 10
    Bethshan Association Tax-Deferred Annuity Plannot reported in the loaded dataset
    Bethshan Association · 2023
  11. 11
    Alta Via Consulting LLC Medical Plannot reported in the loaded dataset
    Alta Via Consulting LLC · 2023
  12. 12
    Alta Via Consulting LLC Dental And Vision Plannot reported in the loaded dataset
    Alta Via Consulting LLC · 2023
  13. 13
    Key Autism Services Opr, LLC Health & Welfare Plannot reported in the loaded dataset
    Key Autism Services Opr, LLC · 2023
  14. 14
    Key Autism Services Opr, LLC Health & Welfare Plannot reported in the loaded dataset
    Key Autism Services Opr, LLC · 2023
  15. 15
    The Trinity Christian College Group Health Plannot reported in the loaded dataset
    Trinity Christian College Association · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Palos Heights, IL?
15 plan(s) reported by 11 sponsor(s) are loaded for Palos Heights, IL.

Related Form 5500 pages