Plan5500

Peoria, 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, Peoria, IL has 133 loaded benefit plan(s) reported by 81 plan sponsor(s), with $2,976,814,089 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
133
Plan sponsors
81
Latest filing year
2023

What stands out in Peoria

  • 133 loaded plans hold $3B in reported assets across 81 sponsors.
  • The largest, Bradley University Defined Contribution Plan, holds 12% of reported Peoria plan assets.
  • Plans cover 109,257 participants — about 821 per plan.
  • 56% of loaded plans report full Schedule H/I financial statements.
  • 37% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3BSummed across loaded plans$2,964,554,668
Total reported assets$3B$2,976,814,089
Total reported participants109.3K109,257
Total reported liabilities$12.3M$12,259,421

Reported net position

Reported assets = net assets + liabilities (summed)$3B total assets
Net assets$3BLiabilities$12.3M
Contributions & income
Employer contributions$117.9M
Participant contributions$85.2M
Total income / additions$583.6M
Expenses & distributions
Benefits paid / distributions$305.4M
Total expenses$312.2M
Net increase / (decrease)$271.4M

Data coverage

Plans with financial statements75 / 133 (56%)
Plans with provider compensation49 / 133 (37%)

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

Peoria market comparison

Largest plan share of assets12%Bradley University Defined Contribution Plan
Participants per plan821Average across loaded plans
Plan sponsors81
Ranked by reported assets

Largest loaded plans in Peoria

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

  1. 1
    Bradley University Defined Contribution Plan$347.6M
    Bradley University · 2023
  2. 2
    Rli Corp. Employee Stock Ownership Plan$336.8M
    Rli Corp. · 2023
  3. 3
    Rli Corp 401k Plan$321.5M
    Rli Corp. · 2023
  4. 4
    Cefcu Retirement Income Plan And Trust$201.4M
    Citizens Equity First Credit Union · 2023
  5. 5
    Advanced Technology Services, Inc. 401(K) Profit Sharing Plan$185.6M
    Advanced Technology Services, Inc. · 2023
  6. 6
    Maui Jim, Inc. 401(K) Retirement And Savings Plan And Trust$144.5M
    Maui Jim, Inc. · 2023
  7. 7
    Cefcu Deferred Compensation Plan And Trust$124.6M
    Citizens Equity First Credit Union · 2023
  8. 8
    Operating Engineers Local 649 Annuity Trust Fund$113.5M
    Board Of Trustees Operating Engineers Local 649 Annuity Trust Fund · 2023
  9. 9
    M. H. Logistics Corporation 401(K) Retirement & Savings Plan$99.8M
    M. H. Logistics Corporation · 2023
  10. 10
    Keystone-Bartonville 401(K) Retirement Plan$95.4M
    Keystone Consolidated Industries · 2023
  11. 11
    Heyl, Royster, Voelker & Allen P. C. Profit Sharing And 401(K) Plan$71.3M
    Heyl, Royster, Voelker & Allen P.C. · 2023
  12. 12
    Oncology-Hematology Associates Of Central Illinois P.C. 401(K) Profit Sharing Plan$64.4M
    Oncology-Hematology Associates Of Central Illinois, P.C. · 2023
  13. 13
    Operative Plasterers' And Cement Masons' Local No. 18 Pension Plan$61.1M
    Trustees Of Oper. Plasterers' & Cement Masons' Local No. 18 Pension Pl · 2023
  14. 14
    Osf Saint Francis, Inc. Employees Pension Plan$60.5M
    Pointcore, Inc. · 2023
  15. 15
    Connor Co. Employees' Savings And Profit Sharing 401(K) Plan & Trust$59.8M
    Connor Co. · 2023
  16. 16
    Associated Anesthesiologists, S.C. Profit Sharing Plan$53.6M
    Associated Anesthesiologists, S.C. · 2023
  17. 17
    North Central Illinois Laborers Health And Welfare$53.1M
    Board Of Trustees North Central Illinois Laborers Health & Welfare Pla · 2023
  18. 18
    Retirement Plan For Employees Of Illinois Mutual Life Insurance Company$49.6M
    Illinois Mutual Life Insurance Co. · 2023
  19. 19
    Midwest Orthopaedic Center S.C. 401(K) Profit Sharing Plan$46M
    Midwest Orthopaedic Center S.C. · 2023
  20. 20
    Superior Consolidated Industries, Inc. Employee Stock Ownership Plan And Trust$45.1M
    Superior Consolidated Industries, Inc. · 2023
  21. 21
    The Employee 401(K) Retirement Plan - Keystone Consolidated Industries, Inc.$41.3M
    Keystone Consolidated Industries, Inc. · 2023
  22. 22
    Illinois Operative Plasterers & Cement Masons Annuity Fund$31.6M
    Joint Board Of Trustees Of The Illinois Operative Plasterers & Cement · 2023
  23. 23
    Illinois Mutual 401(K) Retirement Savings Plan$27M
    Illinois Mutual Life Insurance Company · 2023
  24. 24
    Illinois Eye Center 401(K) Profit Sharing Plan$24.5M
    Wyman Sicher Eye Associates, Sc · 2023
  25. 25
    O'Brien Group 401(K) Plan$24M
    O'Brien Steel Service Co. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Peoria, IL?
133 plan(s) reported by 81 sponsor(s) are loaded for Peoria, IL.

Related Form 5500 pages