Roselle, 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, Roselle, IL has 13 loaded benefit plan(s) reported by 9 plan sponsor(s), with $108,200,316 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $108,200,316
- Total reported liabilities (EOY)
- $35,229
- Total reported net assets (EOY)
- $108,165,087
Contributions & income
- Employer contributions
- $2,504,966
- Participant contributions
- $5,666,401
- Total income / additions
- $21,477,980
Expenses & distributions
- Benefits paid / distributions
- $11,745,041
- Total expenses
- $12,018,341
- Net increase / (decrease)
- $9,459,639
Coverage
- Total reported participants
- 3,191
- Plans with financial statements
- 7
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Roselle, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Jon-Don, LLC Employees' 401(K) Plan | Jon-Don, LLC | $26,778,374 | 2023 |
| Architectural Office Environments, Inc. Employee Stock Ownership Plan | Bos Holdings, Inc. | $20,487,780 | 2023 |
| M&R Printing Equipment, Inc. & Subsidiaries Profit Sharing & 401(K) Plan | M&R Printing Equipment, Inc. | $20,143,062 | 2023 |
| Business Office Systems, Inc. Salary Reduction & Trust | Bos Of Illinois, Inc. | $14,620,475 | 2023 |
| Kellstrom Aerospace Employees Retirement Plan & Trust | Kellstrom Commercial Aerospace, Inc. | $13,060,516 | 2023 |
| Electri Flex Company Profit Sharing Plan | Electri-Flex Company | $12,549,084 | 2023 |
| Haugh & Associates LLC 401(K) Profit Sharing Plan | Haugh & Associates LLC | $561,025 | 2023 |
| M And R Printing Equipment, Inc. Health And Welfare Benefit Plan | M And R Printing Equipment, Inc. | not reported in the loaded dataset | 2023 |
| Kellstrom Aerospace Welfare Benefit Plan | Kellstrom Aerospace Group, Inc. | not reported in the loaded dataset | 2023 |
| Jon-Don Health And Welfare Plan | Jon-Don, LLC | not reported in the loaded dataset | 2023 |
| Rim Logistics, Ltd Welfare Plan | Rim Logistics, Ltd | not reported in the loaded dataset | 2023 |
| Bos Of Illinois, Inc Employee Benefits Plan | Bos Of Illinois | not reported in the loaded dataset | 2023 |
| Electri-Flex Company Employee Benefits Plan | Electri-Flex Company | not reported in the loaded dataset | 2023 |
Largest plans in Roselle → · Roselle plans by participants → · Roselle plans with financial data → · Roselle plans with provider compensation → · $1B+ plans in Roselle →
Related Form 5500 pages
- All IL Form 5500 filings
- Jon-Don, LLC Employees' 401(K) Plan (plan 002)
- Jon-Don, LLC — all reported plans
- Architectural Office Environments, Inc. Employee Stock Ownership Plan (plan 003)
- Bos Holdings, Inc. — all reported plans
- M&R Printing Equipment, Inc. & Subsidiaries Profit Sharing & 401(K) Plan (plan 001)
- M&R Printing Equipment, Inc. — all reported plans
- Business Office Systems, Inc. Salary Reduction & Trust (plan 002)
- Bos Of Illinois, Inc. — all reported plans
- Kellstrom Aerospace Employees Retirement Plan & Trust (plan 001)
- Kellstrom Commercial Aerospace, Inc. — all reported plans
- Electri Flex Company Profit Sharing Plan (plan 001)
- Electri-Flex Company — all reported plans
- Haugh & Associates LLC 401(K) Profit Sharing Plan (plan 002)
- Haugh & Associates LLC — all reported plans
- M And R Printing Equipment, Inc. Health And Welfare Benefit Plan (plan 504)
- Kellstrom Aerospace Welfare Benefit Plan (plan 501)
- Jon-Don Health And Welfare Plan (plan 501)
- Rim Logistics, Ltd Welfare Plan (plan 501)
- Rim Logistics, Ltd — all reported plans
- Bos Of Illinois, Inc Employee Benefits Plan (plan 501)
- Electri-Flex Company Employee Benefits Plan (plan 501)
- Electri-Flex Company — all reported plans
- Methodology
- Data sources