Plan5500

Spring Grove, 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, Spring Grove, IL has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,245,104,953 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

What stands out in Spring Grove

  • 5 loaded plans hold $1.2B in reported assets across 3 sponsors.
  • The largest, Scot Forge Company Employee Stock Ownership Plan, holds 96% of reported Spring Grove plan assets.
  • Plans cover 1,550 participants — about 310 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.1BSummed across loaded plans$1,140,806,098
Total reported assets$1.2B$1,245,104,953
Total reported participants1.6K1,550
Total reported liabilities$104.3M$104,298,855

Reported net position

Reported assets = net assets + liabilities (summed)$1.2B total assets
Net assets$1.1BLiabilities$104.3M
Contributions & income
Employer contributions$6.3M
Participant contributions$1.7M
Total income / additions$322.6M
Expenses & distributions
Benefits paid / distributions$106.6M
Total expenses$106.7M
Net increase / (decrease)$215.9M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation1 / 5 (20%)

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

Spring Grove market comparison

Largest plan share of assets96%Scot Forge Company Employee Stock Ownership Plan
Participants per plan310Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Spring Grove

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

  1. 1
    Scot Forge Company Employee Stock Ownership Plan$1.2B
    Scot Forge Company · 2023
  2. 2
    Scot Forge Company 401(K) Plan$50M
    Scot Forge Company · 2023
  3. 3
    Rinograve, Inc. 401(K) Profit Sharing Plan$21.7K
    Rinograve, Inc. · 2023
  4. 4
    Spurmaxim, Inc. Employee Stock Ownership Plan And Trust$12.5K
    Spurmaxim, Inc. · 2023
  5. 5
    Scot Forge Health & Welfare Benefit Plannot reported in the loaded dataset
    Scot Forge Company · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages