Waukegan, 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, Waukegan, IL has 45 loaded benefit plan(s) reported by 29 plan sponsor(s), with $1,267,099,921 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 45
- Plan sponsors
- 29
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,267,099,921
- Total reported liabilities (EOY)
- $15,698,236
- Total reported net assets (EOY)
- $1,249,701,788
Contributions & income
- Employer contributions
- $46,782,854
- Participant contributions
- $23,216,022
- Total income / additions
- $289,025,760
Expenses & distributions
- Benefits paid / distributions
- $96,831,497
- Total expenses
- $102,462,708
- Net increase / (decrease)
- $186,563,052
Coverage
- Total reported participants
- 15,589
- Plans with financial statements
- 26
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Waukegan, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Teamsters' Local 301 Pension Plan | Trustees Of Teamsters Local 301 | $429,305,796 | 2023 |
| Yaskawa America, Inc. 401(K) Plan | Yaskawa America, Inc. | $345,280,228 | 2023 |
| Thermoflex Corporation Employee Stock Ownership Plan | Thermoflex Corporation | $108,978,852 | 2023 |
| The 401(K) Plan Of Ucc Holdco, LLC | Ucc Holdco, LLC | $92,831,282 | 2023 |
| Chauffeurs, Teamsters & Helpers Local 301 Health & Welfare Fund Life, Accidental Death & Dismembermen T, Vision Care, Health Plan & Dental P | Trustees Of Teamsters Local No. 301 | $66,886,883 | 2023 |
| Jst Corporation 401(K) Plan | Jst Corporation | $38,314,977 | 2023 |
| Employees Pension Plan Of United Conveyor Corporation | United Conveyor Corporation | $21,710,643 | 2023 |
| The Visual Pak Companies 401(K) Plan | Visual Pak Company | $21,555,760 | 2023 |
| Carolina Wholesale Group 401(K) Plan | Carolina Wholesale Group, Inc. | $20,633,967 | 2023 |
| Lmt Onsrud Lp Retirement Savings Plan | Lmt Onsrud Lp | $18,970,170 | 2023 |
| Lake County Press, Inc. Deferred Compensation Plan | Lake County Press, Inc. | $16,362,381 | 2023 |
| Peer Chain 401k Retirement Plan | Peer Chain Company | $14,253,062 | 2023 |
| Woodland Foods 401(K) Plan | Woodland Foods, Ltd | $11,794,052 | 2023 |
| North Shore Trust And Savings 401(K) And Profit Sharing Plan | North Shore Trust And Savings | $9,182,760 | 2023 |
| Thermoflex Corp. 401(K) Plan | Thermoflex Corp. | $8,963,137 | 2023 |
| Ab Specialty Silicones Safe Harbor 401(K) Profit Sharing Plan | Ab Specialty Silicones, LLC | $8,725,830 | 2023 |
| Afx, Inc. 401(K) Savings & Retirement Plan | Afx, Inc. | $8,412,909 | 2023 |
| Exclusive Woodworking & Nuhaus 401(K) Plan | Exclusive Woodworking, Inc. | $7,842,875 | 2023 |
| Selected Chemical Products Company, Inc. Profit Sharing Plan And Trust | Selected Chemical Products Company, Inc. | $6,145,258 | 2023 |
| North Shore Trust And Savings Esop | North Shore Trust And Savings | $4,106,760 | 2023 |
| Boller Construction Company, Inc. 401(K) Plan | Boller Construction Company, Inc. | $3,868,160 | 2023 |
| Rjw Graphics Inc. Retirement Plan | Rjw Graphics Inc. | $1,699,897 | 2023 |
| Gibson & Associates, Ltd. Profit Sharing Plan | Gibson Steigauf, Ltd. | $1,247,067 | 2023 |
| Marilyn'S Laundry, Inc. 401(K) Profit Sharing Plan | Marilyn'S Laundry, Inc. | $27,215 | 2023 |
| Davros Enterprise Inc. 401(K) Plan | Davros Enterprise Inc. | $0 | 2023 |
Largest plans in Waukegan → · Waukegan plans by participants → · Waukegan plans with financial data → · Waukegan plans with provider compensation → · $1B+ plans in Waukegan →
Related Form 5500 pages
- All IL Form 5500 filings
- Teamsters' Local 301 Pension Plan (plan 001)
- Trustees Of Teamsters Local 301 — all reported plans
- Yaskawa America, Inc. 401(K) Plan (plan 001)
- Yaskawa America, Inc. — all reported plans
- Thermoflex Corporation Employee Stock Ownership Plan (plan 002)
- Thermoflex Corporation — all reported plans
- The 401(K) Plan Of Ucc Holdco, LLC (plan 001)
- Ucc Holdco, LLC — all reported plans
- Chauffeurs, Teamsters & Helpers Local 301 Health & Welfare Fund Life, Accidental Death & Dismembermen T, Vision Care, Health Plan & Dental P (plan 501)
- Trustees Of Teamsters Local No. 301 — all reported plans
- Jst Corporation 401(K) Plan (plan 001)
- Jst Corporation — all reported plans
- Employees Pension Plan Of United Conveyor Corporation (plan 002)
- United Conveyor Corporation — all reported plans
- The Visual Pak Companies 401(K) Plan (plan 001)
- Visual Pak Company — all reported plans
- Carolina Wholesale Group 401(K) Plan (plan 001)
- Carolina Wholesale Group, Inc. — all reported plans
- Lmt Onsrud Lp Retirement Savings Plan (plan 002)
- Lmt Onsrud Lp — all reported plans
- Lake County Press, Inc. Deferred Compensation Plan (plan 001)
- Lake County Press, Inc. — all reported plans
- Peer Chain 401k Retirement Plan (plan 001)
- Peer Chain Company — all reported plans
- Woodland Foods 401(K) Plan (plan 001)
- Woodland Foods, Ltd — all reported plans
- North Shore Trust And Savings 401(K) And Profit Sharing Plan (plan 003)
- North Shore Trust And Savings — all reported plans
- Thermoflex Corp. 401(K) Plan (plan 001)
- Methodology
- Data sources