Peru, 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, Peru, IL has 22 loaded benefit plan(s) reported by 12 plan sponsor(s), with $150,520,753 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
22
Plan sponsors
12
Latest filing year
2023

What stands out in Peru

  • 22 loaded plans hold $150.5M in reported assets across 12 sponsors.
  • The largest, Carus Capital Accumulation 401(K) Plan, holds 32% of reported Peru plan assets.
  • Plans cover 4,217 participants — about 192 per plan.
  • 68% of loaded plans report full Schedule H/I financial statements.
  • 41% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$149.2MSummed across loaded plans$149,192,235
Total reported assets$150.5M$150,520,753
Total reported participants4.2K4,217
Total reported liabilities$1.3M$1,328,518

Reported net position

Reported assets = net assets + liabilities (summed)$150.5M total assets
Net assets$149.2MLiabilities$1.3M
Contributions & income
Employer contributions$3M
Participant contributions$4.4M
Total income / additions$26.9M
Expenses & distributions
Benefits paid / distributions$29.1M
Total expenses$29.5M
Net increase / (decrease)-$2.6M

Data coverage

Plans with financial statements15 / 22 (68%)
Plans with provider compensation9 / 22 (41%)

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

Peru market comparison

Largest plan share of assets32%Carus Capital Accumulation 401(K) Plan
Participants per plan192Average across loaded plans
Plan sponsors12
Ranked by reported assets

Largest loaded plans in Peru

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

  1. 1
  2. 2
  3. 3
  4. 4
    American Nickeloid Company · 2023
  5. 5
    Chamlin & Associates, Inc · 2023
  6. 6
  7. 7
  8. 8
  9. 9
    Cl Enterprises · 2023
  10. 10
    Illinois Valley Community Hospital · 2023
  11. 11
    Double D Express, Inc. · 2023
  12. 12
  13. 13
    Illinois Valley Endodontics, LLC · 2023
  14. 14
    Peru Federal Savings Bank · 2023
  15. 15
    Alan Dubrow · 2023
  16. 16
    Cl Enterprises, LLC Health & Welfare Plannot reported in the loaded dataset
    Cl Enterprises, LLC · 2023
  17. 17
    Carus Corporation Employee Benefit Plannot reported in the loaded dataset
    Carus Corporation · 2023
  18. 18
    Horizon House Of Illinois Valley, Inc.not reported in the loaded dataset
    Horizon House Of Illinois Valley, Inc. · 2023
  19. 19
    American Nickeloid Company Welfare Benefit Plannot reported in the loaded dataset
    American Nickeloid Company · 2023
  20. 20
    Double D Express Inc. Employee Benefit Plannot reported in the loaded dataset
    Double D Express Inc · 2023
  21. 21
    Unytite, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Unytite, Inc. · 2023
  22. 22
    Eakas Corporation Group Benefit Plannot reported in the loaded dataset
    Eakas Corporation · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Peru, IL?
22 plan(s) reported by 12 sponsor(s) are loaded for Peru, IL.

Related Form 5500 pages