Winfield, 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, Winfield, IL has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $29,846,116 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Winfield

  • 5 loaded plans hold $29.8M in reported assets across 5 sponsors.
  • The largest, Rsni, LLC 401(K) Profit Sharing Plan And Trust, holds 91% of reported Winfield plan assets.
  • Plans cover 524 participants — about 105 per plan.
  • 80% 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$29.8MSummed across loaded plans$29,846,116
Total reported assets$29.8M$29,846,116
Total reported participants524
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$29.8M total assets
Net assets$29.8MLiabilities$0
Contributions & income
Employer contributions$961.2K
Participant contributions$660.4K
Total income / additions$7.6M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.5M
Net increase / (decrease)$5.1M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation0 / 5 ()

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

Winfield market comparison

Largest plan share of assets91%Rsni, LLC 401(K) Profit Sharing Plan And Trust
Participants per plan105Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Winfield

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

  1. 1
    Radiology Subspecialists Of Northern Illinois, LLC · 2023
  2. 2
    Tnsj Holdings, Inc. · 2023
  3. 3
    Polly C. Bradshaw · 2023
  4. 4
    Rdp Ventures, Inc. · 2023
  5. 5
    Harbor Light Hospice Welfare Benefit Plannot reported in the loaded dataset
    Hospice Of America Inc. Harbor Light Hospice · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Winfield, IL?
5 plan(s) reported by 5 sponsor(s) are loaded for Winfield, IL.

Related Form 5500 pages