Plan5500

Carol Stream, MI 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, Carol Stream, MI has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $88,715,659 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Carol Stream

  • 1 loaded plans hold $88.7M in reported assets across 1 sponsors.
  • The largest, Learning Care Group Retirement Savings Plan, holds 100% of reported Carol Stream plan assets.
  • Plans cover 23,128 participants — about 23,128 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$88.3MSummed across loaded plans$88,314,337
Total reported assets$88.7M$88,715,659
Total reported participants23.1K23,128
Total reported liabilities$401.3K$401,322

Reported net position

Reported assets = net assets + liabilities (summed)$88.7M total assets
Net assets$88.3MLiabilities$401.3K
Contributions & income
Employer contributions$2.2M
Participant contributions$8.5M
Total income / additions$24.9M
Expenses & distributions
Benefits paid / distributions$9.4M
Total expenses$9.7M
Net increase / (decrease)$15.2M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Carol Stream, MI 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

Carol Stream market comparison

Largest plan share of assets100%Learning Care Group Retirement Savings Plan
Participants per plan23,128Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Carol Stream

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

  1. 1
    Learning Care Group Retirement Savings Plan$88.7M
    La Petite Academy, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Carol Stream, MI?
1 plan(s) reported by 1 sponsor(s) are loaded for Carol Stream, MI.

Related Form 5500 pages