Plan5500

West Dundee, 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, West Dundee, IL has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $59,073,099 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in West Dundee

  • 4 loaded plans hold $59.1M in reported assets across 3 sponsors.
  • The largest, Renishaw, Inc. Employee Salary Savings Plan, holds 89% of reported West Dundee plan assets.
  • Plans cover 504 participants — about 126 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$59.1MSummed across loaded plans$59,073,099
Total reported assets$59.1M$59,073,099
Total reported participants504
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$59.1M total assets
Net assets$59.1MLiabilities$0
Contributions & income
Employer contributions$2.2M
Participant contributions$2.5M
Total income / additions$12.6M
Expenses & distributions
Benefits paid / distributions$9.2M
Total expenses$9.2M
Net increase / (decrease)$3.4M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

West Dundee market comparison

Largest plan share of assets89%Renishaw, Inc. Employee Salary Savings Plan
Participants per plan126Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in West Dundee

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

  1. 1
    Renishaw, Inc. Employee Salary Savings Plan$52.5M
    Renishaw, Inc. · 2023
  2. 2
    Eric J. Fernandez & Co Profit Sharing Plan & Trust$6.4M
    Eric J Fernandez & Co · 2023
  3. 3
    Pine Rock International Corp. 401(K) Plan$219.9K
    Pine Rock International Corp. · 2023
  4. 4
    Renishaw, Inc. Health And Welfare Plannot reported in the loaded dataset
    Renishaw, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for West Dundee, IL?
4 plan(s) reported by 3 sponsor(s) are loaded for West Dundee, IL.

Related Form 5500 pages