Plan5500

Mesirow Financial Savings Plan — Form 5500 plan (Mesirow Financial Administrative Corporation)

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, Mesirow Financial Savings Plan is a benefit plan reported by Mesirow Financial Administrative Corporation under EIN 36-3429602 and plan number 003. The latest loaded filing year is 2023. The filing reports 840 participants and $201,041,996 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$201MPlan net assets, end of year$201,041,996
Participants840Covered participants reported
Assets / participant$239.3KComputed: assets ÷ participants$239,336 (computed)
Provider compensation$190.8K5 Schedule C provider row(s)$190,802
Plan sponsor
Mesirow Financial Administrative Corporation
EIN
36-3429602
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
    840 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)$201M total assets
Net assets$201MLiabilities—
Money in vs. money out
Total income / additions$41.4M
Total expenses$11.9M
Benefits paid / distributions$11.7M
Contributions
Employer$1.8M
Participant$8.3M
Full reported line items

Net assets

Total assets (EOY)
$201,041,996
Net assets (EOY)
$201,041,996
Net assets (BOY)
$171,575,092

Income & contributions

Employer contributions
$1,779,876
Participant contributions
$8,318,562
Total contributions
$11,019,707
Total income / additions
$41,382,313

Expenses & distributions

Benefits paid
$11,738,572
Administrative expenses
$171,052
Total expenses
$11,915,409
Net increase / (decrease)
$29,466,904
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 18%Participant 82%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Transamerica Retirement Solutions$125.3K
    RECORDKEEPER · Direct $125.3K · Indirect $0
  2. 2
    Taiber Kosmala & Assoc LLC$45K
    INVESTMENT ADVISOR · Direct $45K
  3. 3
    Mitchell & Titus, Llp$19.8K
    ACCOUNTANT/AUDITOR · Direct $19.8K
  4. 4
    Charles Schwab & Co., Inc.$749
    SECURITIES BROKER · Direct $749 · Indirect $0
  5. 5
    National Financial Services$0
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Mesirow Financial Savings Plan?
Mesirow Financial Savings Plan is reported as sponsored by Mesirow Financial Administrative Corporation (EIN 36-3429602, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Mesirow Financial Savings Plan?
The latest Form 5500 filing year loaded for Mesirow Financial Savings Plan is 2023.
How many participants does Mesirow Financial Savings Plan report?
Mesirow Financial Savings Plan reports 840 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Mesirow Financial Savings Plan?
Mesirow Financial Savings Plan reports $201,041,996 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