Schaumburg, 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, Schaumburg, IL has 189 loaded benefit plan(s) reported by 120 plan sponsor(s), with $9,387,659,019 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
189
Plan sponsors
120
Latest filing year
2023

What stands out in Schaumburg

  • 189 loaded plans hold $9.4B in reported assets across 120 sponsors.
  • The largest, Zurich Savings Plan, holds 36% of reported Schaumburg plan assets.
  • Plans cover 161,103 participants — about 852 per plan.
  • 57% of loaded plans report full Schedule H/I financial statements.
  • 44% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.4BSummed across loaded plans$9,361,736,069
Total reported assets$9.4B$9,387,659,019
Total reported participants161.1K161,103
Total reported liabilities$25.9M$25,922,950

Reported net position

Reported assets = net assets + liabilities (summed)$9.4B total assets
Net assets$9.4BLiabilities$25.9M
Contributions & income
Employer contributions$314M
Participant contributions$351.2M
Total income / additions$2B
Expenses & distributions
Benefits paid / distributions$695.5M
Total expenses$713.2M
Net increase / (decrease)$1.2B

Data coverage

Plans with financial statements108 / 189 (57%)
Plans with provider compensation84 / 189 (44%)

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

Schaumburg market comparison

Largest plan share of assets36%Zurich Savings Plan
Participants per plan852Average across loaded plans
Plan sponsors120
Ranked by reported assets

Largest loaded plans in Schaumburg

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

  1. 1
    Zurich American Insurance Company · 2023
  2. 2
    Zurich American Insurance Company · 2023
  3. 3
    Cancer Treatment Centers Of America Global, Inc. · 2023
  4. 4
    Paylocity Corporation · 2023
  5. 5
    Convergint Technologies, LLC · 2023
  6. 6
    Trustees Of The Fox Valley Const Workers Pension · 2023
  7. 7
    The Boler Company · 2023
  8. 8
    The Boler Company · 2023
  9. 9
    Perdoceo Education Corporation · 2023
  10. 10
    Inx International Ink Co. · 2023
  11. 11
  12. 12
    Hitachi High-Tech America, Inc. · 2023
  13. 13
    Lake County Plasterers & Cement Masons R · 2023
  14. 14
    Novaspect, Inc. · 2023
  15. 15
    Hitachi High-Tech America, Inc. · 2023
  16. 16
    Sunstar Americas, Inc. · 2023
  17. 17
    Trustees Of Iron Workers' Tri-State Welfare Plan · 2023
  18. 18
    Gonnella Baking Company · 2023
  19. 19
    Society Of Actuaries Research Institute · 2023
  20. 20
  21. 21
    Novaspect Holdings, Inc. · 2023
  22. 22
    Avma Life Trust, LLC · 2023
  23. 23
    American Veterinary Medical Association · 2023
  24. 24
    Roanoke Group Inc. · 2023
  25. 25
    Paddock Publications, Inc · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Schaumburg, IL?
189 plan(s) reported by 120 sponsor(s) are loaded for Schaumburg, IL.

Related Form 5500 pages