Wheaton, 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, Wheaton, IL has 45 loaded benefit plan(s) reported by 30 plan sponsor(s), with $966,500,758 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
- 30
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $966,500,758
- Total reported liabilities (EOY)
- $80,772
- Total reported net assets (EOY)
- $966,395,146
Contributions & income
- Employer contributions
- $20,229,636
- Participant contributions
- $39,947,187
- Total income / additions
- $200,928,779
Expenses & distributions
- Benefits paid / distributions
- $50,834,876
- Total expenses
- $51,547,702
- Net increase / (decrease)
- $149,381,077
Coverage
- Total reported participants
- 16,216
- Plans with financial statements
- 28
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wheaton, 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 |
|---|---|---|---|
| First Trust Portfolios L.P. 401(K) Plan | First Trust Portfolios L.P. | $295,272,366 | 2023 |
| Spraying Systems Co. Employees' Profit Sharing And 401(K) Plan | Spraying Systems Co | $240,898,803 | 2023 |
| Wheaton College Retirement Plan | Wheaton College | $228,249,475 | 2023 |
| Wheaton Eye Clinic, Ltd. 401(K) Profit Sharing Plan | Wheaton Eye Clinic, Ltd. | $60,199,220 | 2023 |
| Bounteous, Inc. 401(K) Profit Sharing Plan | Bounteous, Inc. | $55,362,811 | 2023 |
| Good News Publishers 403(B) Retirement Plan | Good News Publishers | $19,441,963 | 2023 |
| Piccione Keeley & Associates Ltd Profit Sharing Plan | Piccione Keeley & Associates | $11,527,946 | 2023 |
| Elmhurst Emergency Medical Services, Ltd Employee Stock Ownership Plan | Elmhurst Emergency Medical Services, Ltd | $10,754,581 | 2023 |
| Meier Clinics Retirement Savings Plan | Meier Clinics Foundation | $8,382,970 | 2023 |
| Francis L. Dean & Associates, LLC Profit Sharing Plan And Trust | Francis L. Dean & Associates, LLC | $8,322,745 | 2023 |
| Christianity Today Intl Employees Retirement Plan | Christianity Today International | $4,419,495 | 2023 |
| Brookstone Capital Management LLC 401(K) Plan | Brookstone Capital Management LLC | $3,869,341 | 2023 |
| Bartlett Learning Center, Inc. Defined Contribution Retirement Plan | Bartlett Learning Center, Inc. | $3,858,660 | 2023 |
| Josiah Venture 401(K) Plan | Josiah Venture, Nfp | $3,695,028 | 2023 |
| Dupage Eye Surgery Center, LLC 401(K) Plan | Dupage Eye Surgery Center LLC | $2,340,948 | 2023 |
| Staffing Technical Services, Inc. 401(K) Plan | Staffing Technical Services, Inc. | $2,119,198 | 2023 |
| Ecfa 401(K) Plan And Trust | Evangelical Child And Family Agency | $1,845,981 | 2023 |
| Circuitronics LLC 401(K) Plan | Circuitronics LLC | $1,720,004 | 2023 |
| Rce, International 401(K) Plan | Rce, International | $1,657,471 | 2023 |
| Global Pueblo Ventures, Inc. 401(K) Plan | Global Pueblo Ventures, Inc. | $670,191 | 2023 |
| Wheaton Family Chiropractic 401(K) Plan | Wheaton Family Chiropractic | $601,272 | 2023 |
| Moore Toys & Gadgets 401k Trust | Moore Toys & Gadgets Inc. | $591,244 | 2023 |
| Kmt Capital Retirement Plan | Kmt Capital, Inc. | $280,461 | 2023 |
| Pegasus Consulting Retirement Plan | Pegasus Consulting, Inc. | $200,682 | 2023 |
| Kbw, Inc. 401(K) Plan | Kbw, Inc. | $111,346 | 2023 |
Largest plans in Wheaton → · Wheaton plans by participants → · Wheaton plans with financial data → · Wheaton plans with provider compensation → · $1B+ plans in Wheaton →
Related Form 5500 pages
- All IL Form 5500 filings
- First Trust Portfolios L.P. 401(K) Plan (plan 001)
- First Trust Portfolios L.P. — all reported plans
- Spraying Systems Co. Employees' Profit Sharing And 401(K) Plan (plan 002)
- Spraying Systems Co — all reported plans
- Wheaton College Retirement Plan (plan 001)
- Wheaton College — all reported plans
- Wheaton Eye Clinic, Ltd. 401(K) Profit Sharing Plan (plan 002)
- Wheaton Eye Clinic, Ltd. — all reported plans
- Bounteous, Inc. 401(K) Profit Sharing Plan (plan 001)
- Bounteous, Inc. — all reported plans
- Good News Publishers 403(B) Retirement Plan (plan 001)
- Good News Publishers — all reported plans
- Piccione Keeley & Associates Ltd Profit Sharing Plan (plan 001)
- Piccione Keeley & Associates — all reported plans
- Elmhurst Emergency Medical Services, Ltd Employee Stock Ownership Plan (plan 003)
- Elmhurst Emergency Medical Services, Ltd — all reported plans
- Meier Clinics Retirement Savings Plan (plan 001)
- Meier Clinics Foundation — all reported plans
- Francis L. Dean & Associates, LLC Profit Sharing Plan And Trust (plan 001)
- Francis L. Dean & Associates, LLC — all reported plans
- Christianity Today Intl Employees Retirement Plan (plan 002)
- Christianity Today International — all reported plans
- Brookstone Capital Management LLC 401(K) Plan (plan 001)
- Brookstone Capital Management LLC — all reported plans
- Bartlett Learning Center, Inc. Defined Contribution Retirement Plan (plan 001)
- Bartlett Learning Center, Inc. — all reported plans
- Josiah Venture 401(K) Plan (plan 001)
- Josiah Venture, Nfp — all reported plans
- Dupage Eye Surgery Center, LLC 401(K) Plan (plan 001)
- Dupage Eye Surgery Center LLC — all reported plans
- Methodology
- Data sources