Plan5500

Sargent & Lundy Savings Investment Plan — Form 5500 plan (Sargent & Lundy)

Plain-English plan 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, Sargent & Lundy Savings Investment Plan is a benefit plan reported by Sargent & Lundy under EIN 36-1729848 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,290 participants and $1,096,307,756 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.1BPlan net assets, end of year$1,096,254,813
Participants4.3KCovered participants reported4,290
Assets / participant$255.5KComputed: assets ÷ participants$255,550 (computed)
Provider compensationNone reported2 Schedule C provider row(s)
Plan sponsor
Sargent & Lundy
EIN
36-1729848
Plan number
003
Plan type
2
Location
Chicago, IL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    4,290 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.1B total assets
Net assets$1.1BLiabilities$52.9K
Money in vs. money out
Total income / additions$236.6M
Total expenses$90.5M
Benefits paid / distributions$90.3M
Contributions
Employer$17.1M
Participant$36.9M
Full reported line items

Net assets

Total assets (EOY)
$1,096,307,756
Total liabilities (EOY)
$52,943
Net assets (EOY)
$1,096,254,813
Net assets (BOY)
$950,233,154

Income & contributions

Employer contributions
$17,057,975
Participant contributions
$36,868,544
Total contributions
$62,654,790
Total income / additions
$236,566,417

Expenses & distributions

Benefits paid
$90,251,784
Administrative expenses
$288,780
Total expenses
$90,544,810
Net increase / (decrease)
$146,021,607
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 32%Participant 68%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Strategic Advisors, Inc.$297.8K
    ADVISOR · Direct $297.8K
  2. 2
    Fidelity Investments Institutional-$330.3K
    RECORDKEEPER · Direct -$330.3K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Sargent & Lundy Savings Investment Plan?
Sargent & Lundy Savings Investment Plan is reported as sponsored by Sargent & Lundy (EIN 36-1729848, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Sargent & Lundy Savings Investment Plan?
The latest Form 5500 filing year loaded for Sargent & Lundy Savings Investment Plan is 2023.
How many participants does Sargent & Lundy Savings Investment Plan report?
Sargent & Lundy Savings Investment Plan reports 4,290 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Sargent & Lundy Savings Investment Plan?
Sargent & Lundy Savings Investment Plan reports $1,096,307,756 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages