Plan5500

Savoy, 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, Savoy, IL has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $10,442,733 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in Savoy

  • 4 loaded plans hold $10.4M in reported assets across 2 sponsors.
  • The largest, Worden-Martin Employee 401(K) Plan, holds 97% of reported Savoy plan assets.
  • Plans cover 489 participants — about 122 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.4MSummed across loaded plans$10,442,733
Total reported assets$10.4M$10,442,733
Total reported participants489
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.4M total assets
Net assets$10.4MLiabilities$0
Contributions & income
Employer contributions$131.3K
Participant contributions$720.6K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$200.8K
Total expenses$252.7K
Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

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

Savoy market comparison

Largest plan share of assets97%Worden-Martin Employee 401(K) Plan
Participants per plan122Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Savoy

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

  1. 1
    Worden-Martin Employee 401(K) Plan$10.1M
    Worden-Martin Inc · 2023
  2. 2
    Another Sweet Event, Inc. 401k Plan$301.7K
    Another Sweet Event, Inc. · 2023
  3. 3
    Worden-Martin Inc Section 125 Plannot reported in the loaded dataset
    Worden-Martin Inc · 2023
  4. 4
    Worden-Martin, Inc. Health Reimbursement Arrangementnot reported in the loaded dataset
    Worden-Martin Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Savoy, IL?
4 plan(s) reported by 2 sponsor(s) are loaded for Savoy, IL.

Related Form 5500 pages