Plan5500

Sparta, 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, Sparta, IL has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $8,015,706 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Sparta

  • 3 loaded plans hold $8M in reported assets across 3 sponsors.
  • The largest, Haury Plumbing & Heating Inc Profit-Sharing Plan, holds 79% of reported Sparta plan assets.
  • Plans cover 159 participants — about 53 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8MSummed across loaded plans$8,015,706
Total reported assets$8M$8,015,706
Total reported participants159
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$8M total assets
Net assets$8MLiabilities—
Contributions & income
Employer contributions$100.5K
Participant contributionsNot reported
Total income / additions$824.3K
Expenses & distributions
Benefits paid / distributions$978K
Total expenses$978K
Net increase / (decrease)-$153.7K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Sparta market comparison

Largest plan share of assets79%Haury Plumbing & Heating Inc Profit-Sharing Plan
Participants per plan53Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Sparta

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

  1. 1
    Haury Plumbing & Heating Inc Profit-Sharing Plan$6.3M
    Haury Plumbing & Heating, Inc · 2023
  2. 2
    First National Bank Of Sparta Profit Sharing Plan$1.7M
    First National Bank Of Sparta · 2023
  3. 3
    Medstar Ambulance, Inc. Premium Only Plannot reported in the loaded dataset
    Medstar Ambulance, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sparta, IL?
3 plan(s) reported by 3 sponsor(s) are loaded for Sparta, IL.

Related Form 5500 pages