Plan5500

Village Of Lakewood, 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, Village Of Lakewood, IL has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $9,506,952 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
2
Latest filing year
2023

What stands out in Village Of Lakewood

  • 3 loaded plans hold $9.5M in reported assets across 2 sponsors.
  • The largest, Marengo Tool And Die Works Inc. Profit Sharing Plan, holds 63% of reported Village Of Lakewood plan assets.
  • Plans cover 69 participants — about 23 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$8.6MSummed across loaded plans$8,560,252
Total reported assets$9.5M$9,506,952
Total reported participants69
Total reported liabilities$946.7K$946,700

Reported net position

Reported assets = net assets + liabilities (summed)$9.5M total assets
Net assets$8.6MLiabilities$946.7K
Contributions & income
Employer contributionsNot reported
Participant contributions$15K
Total income / additions$373K
Expenses & distributions
Benefits paid / distributions$233.2K
Total expenses$233.6K
Net increase / (decrease)$139.4K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Village Of Lakewood, 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

Village Of Lakewood market comparison

Largest plan share of assets63%Marengo Tool And Die Works Inc. Profit Sharing Plan
Participants per plan23Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Village Of Lakewood

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

  1. 1
    Marengo Tool And Die Works Inc. Profit Sharing Plan$6M
    Marengo Tool And Die Works Inc. · 2023
  2. 2
    Marengo Tool & Die Works, Inc. Employee Stock Ownership Plan$3.4M
    Marengo Tool And Die Works Inc. · 2023
  3. 3
    Delvenne Investment Group Retirement Plan$150K
    Delvenne Investment Group, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Village Of Lakewood, IL?
3 plan(s) reported by 2 sponsor(s) are loaded for Village Of Lakewood, IL.

Related Form 5500 pages