Plan5500

Waterloo, 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, Waterloo, IL has 7 loaded benefit plan(s) reported by 2 plan sponsor(s), with $43,523,373 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
2
Latest filing year
2023

What stands out in Waterloo

  • 7 loaded plans hold $43.5M in reported assets across 2 sponsors.
  • The largest, Harrisonville Telephone Company Retirement Plan For Management Employees, holds 48% of reported Waterloo plan assets.
  • Plans cover 784 participants — about 112 per plan.
  • 43% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$42.5MSummed across loaded plans$42,499,810
Total reported assets$43.5M$43,523,373
Total reported participants784
Total reported liabilities$1M$1,023,563

Reported net position

Reported assets = net assets + liabilities (summed)$43.5M total assets
Net assets$42.5MLiabilities$1M
Contributions & income
Employer contributions$1.6M
Participant contributions$571.7K
Total income / additions$8.3M
Expenses & distributions
Benefits paid / distributions$4.1M
Total expenses$4.2M
Net increase / (decrease)$4.1M

Data coverage

Plans with financial statements3 / 7 (43%)
Plans with provider compensation1 / 7 (14%)

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

Waterloo market comparison

Largest plan share of assets48%Harrisonville Telephone Company Retirement Plan For Management Employees
Participants per plan112Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Waterloo

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

  1. 1
    Harrisonville Telephone Company Retirement Plan For Management Employees$20.9M
    Harrisonville Telephone Company · 2023
  2. 2
    First National Bank Of Waterloo Profit Sharing And Savings Plan$14M
    First National Bank Of Waterloo · 2023
  3. 3
    Harrisonville Telephone Company Retirement Plan For Non-Management Employees$8.6M
    Harrisonville Telephone Company · 2023
  4. 4
    Harrisonville Telephone Company Group Life Insurancenot reported in the loaded dataset
    Harrisonville Telephone Company · 2023
  5. 5
    First National Bank Of Waterloo Medical Plannot reported in the loaded dataset
    First National Bank Of Waterloo · 2023
  6. 6
    First National Bank Of Waterloo Life And Disability Plannot reported in the loaded dataset
    First National Bank Of Waterloo · 2023
  7. 7
    First National Bank Of Waterloonot reported in the loaded dataset
    First National Bank Of Waterloo · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages