Plan5500

Spring Valley, 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 Valley, IL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,389,150 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Spring Valley

  • 2 loaded plans hold $3.4M in reported assets across 2 sponsors.
  • The largest, Barto Funeral Homes Ltd Employees Profit Sharing Plan, holds 81% of reported Spring Valley plan assets.
  • Plans cover 8 participants — about 4 per plan.
  • 100% 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$3.4MSummed across loaded plans$3,389,150
Total reported assets$3.4M$3,389,150
Total reported participants8
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.4M total assets
Net assets$3.4MLiabilities$0
Contributions & income
Employer contributions$13.3K
Participant contributions$1.3K
Total income / additions$378.5K
Expenses & distributions
Benefits paid / distributions$92.5K
Total expenses$96.5K
Net increase / (decrease)$282K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Spring Valley, 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 Valley market comparison

Largest plan share of assets81%Barto Funeral Homes Ltd Employees Profit Sharing Plan
Participants per plan4Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Spring Valley

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

  1. 1
    Barto Funeral Homes Ltd Employees Profit Sharing Plan$2.7M
    Barto Funeral Homes, Ltd · 2023
  2. 2
    Valley Forms, Inc. 401(K) Plan$660.1K
    Valley Forms, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages