Plan5500

Springfield, 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, Springfield, IL has 128 loaded benefit plan(s) reported by 78 plan sponsor(s), with $4,421,039,462 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
128
Plan sponsors
78
Latest filing year
2023

What stands out in Springfield

  • 128 loaded plans hold $4.4B in reported assets across 78 sponsors.
  • The largest, Memorial Health System Defined Contribution Retirement Savings Plan, holds 14% of reported Springfield plan assets.
  • Plans cover 144,868 participants — about 1,132 per plan.
  • 66% of loaded plans report full Schedule H/I financial statements.
  • 42% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.4BSummed across loaded plans$4,396,335,861
Total reported assets$4.4B$4,421,039,462
Total reported participants144.9K144,868
Total reported liabilities$24.7M$24,703,601

Reported net position

Reported assets = net assets + liabilities (summed)$4.4B total assets
Net assets$4.4BLiabilities$24.7M
Contributions & income
Employer contributions$212.7M
Participant contributions$146.3M
Total income / additions$1B
Expenses & distributions
Benefits paid / distributions$834.9M
Total expenses$846.1M
Net increase / (decrease)$189.8M

Data coverage

Plans with financial statements84 / 128 (66%)
Plans with provider compensation54 / 128 (42%)

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

Springfield market comparison

Largest plan share of assets14%Memorial Health System Defined Contribution Retirement Savings Plan
Participants per plan1,132Average across loaded plans
Plan sponsors78
Ranked by reported assets

Largest loaded plans in Springfield

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

  1. 1
    Memorial Health System Defined Contribution Retirement Savings Plan$617.7M
    Memorial Health System · 2023
  2. 2
    Illinois Independent Colleges And Universities Multiple Employer Plan$460.3M
    Governing Committee Of The Illinois Independent Colleges And Universi · 2023
  3. 3
    Springfield Clinic, Llp 401(K) Ees' Benefit And Retirement Plan$441.8M
    Springfield Clinic, Llp · 2023
  4. 4
    Horace Mann 401k Plan$245.8M
    Horace Mann Service Corporation · 2023
  5. 5
    Amalgamated Transit Union National 401(K) Pension Plan$230.7M
    Board Of Trustees Of The Amalgamated Transit Union · 2023
  6. 6
    Cmt Profit Sharing/401(K) Plan$165.8M
    Crawford, Murphy And Tilly, Inc. · 2023
  7. 7
    Illinois Education Association Staff Retirement Plan$159.7M
    Illinois Education Association · 2023
  8. 8
    Bunn-O-Matic Corporation 401(K) Savings Plan And Trust$149.4M
    Bunn-O-Matic Corporation · 2023
  9. 9
    Levi Ray & Shoup 401k Matching Contribution Plan$148.8M
    Levi, Ray & Shoup, Inc. · 2023
  10. 10
    Plumbers & Steamfitters Local # 137 Pension Fund$147.1M
    Plumbers & Steamfitters Local 137 Pension Fund Board Of Trustees · 2023
  11. 11
    Memorial Health System 403(B) Plan$127.7M
    Memorial Health System · 2023
  12. 12
    Hanson Group, Inc. 401(K) Plan$118.8M
    Hanson Group, Inc. · 2023
  13. 13
    Siu P & S Retirement Plan$105.3M
    Siu Physicians & Surgeons · 2023
  14. 14
    American Federation Of Teachers Management Retirement Plan$90.3M
    American Federation Of Teachers Afl-Cio · 2023
  15. 15
    American Federation Of Teachers Staff Union-Staff Retirement Plan And Trust$85M
    American Federation Of Teachers Afl-Cio · 2023
  16. 16
    Team Brandt, LLC 401(K) And Profit Sharing Plan$80.6M
    Team Brandt, LLC · 2023
  17. 17
    Kiara, Inc. 401(K) Profit Sharing Plan$69.6M
    Prairie Cardiovascular Consultants, Inc. · 2023
  18. 18
    Kerber, Eck & Braeckel Llp 401(K) Profit Sharing Plan$69.1M
    Kerber, Eck & Braeckel Llp · 2023
  19. 19
    Anderson Electric, Inc. Esop$55M
    Anderson Electric, Inc. · 2023
  20. 20
    United Contractors Midwest, Inc. 401(K) Retirement Savings Plan$54M
    United Contractors Midwest, Inc. · 2023
  21. 21
    Hanson Group, Inc. Employee Stock Ownership Trust$45.9M
    Hanson Group, Inc · 2023
  22. 22
    Railroad Maintenance & Industrial Health & Welfare$45.4M
    Board Of Trustees Railroad Maintenance & Industrial Health & Welfare F · 2023
  23. 23
    Roland Machinery Company Employee Benefit Plan And Trust$40.4M
    Roland Machinery Company · 2023
  24. 24
    Illinois National Bancorp 401(K) Plan$35.8M
    Illinois National Bancorp, Inc. · 2023
  25. 25
    Orthopaedic Center 401(K) Profit Sharing Plan And Trust$35.7M
    Orthopaedic Center Of Illinois, Ltd. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Springfield, IL?
128 plan(s) reported by 78 sponsor(s) are loaded for Springfield, IL.

Related Form 5500 pages