Edwardsville, 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, Edwardsville, IL has 26 loaded benefit plan(s) reported by 16 plan sponsor(s), with $903,561,867 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 26
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $903,561,867
- Total reported liabilities (EOY)
- $37,691,312
- Total reported net assets (EOY)
- $865,870,555
Contributions & income
- Employer contributions
- $46,525,149
- Participant contributions
- $29,385,884
- Total income / additions
- $216,550,959
Expenses & distributions
- Benefits paid / distributions
- $96,019,088
- Total expenses
- $99,440,009
- Net increase / (decrease)
- $117,110,950
Coverage
- Total reported participants
- 20,758
- Plans with financial statements
- 17
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Edwardsville, 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 |
|---|---|---|---|
| Prairie Farms Dairy, Inc. Thrift Incentive Plan | Prairie Farms Dairy, Inc. | $597,936,051 | 2023 |
| Heplerbroom, LLC 401(K) Profit Sharing Plan | Heplerbroom, LLC | $67,344,464 | 2023 |
| Cassens Retirement Plan | Cassens Transport Company | $56,455,157 | 2023 |
| Prairie Farms Dairy, Inc. 401(K) Plan | Prairie Farms Dairy, Inc. | $33,309,663 | 2023 |
| Cassens Transport Company Et Al Union 401(K) Plan | Cassens Transport Company | $30,807,783 | 2023 |
| R.P. Lumber & Plummer Companies 401(K) Plan | R.P. Lumber Co., Inc. | $30,631,989 | 2023 |
| Fms 401(K) Profit Sharing Plan And Trust | Utilitra LLC | $28,990,078 | 2023 |
| Scott Credit Union 401(K) Plan | Scott Credit Union | $18,412,101 | 2023 |
| Nevco Sports, LLC 401(K) Plan | Nevco Sports, LLC | $12,044,185 | 2023 |
| Contegra Employee Stock Ownership Plan | Contegra Holdings, Inc. | $9,023,282 | 2023 |
| The Gori Law Firm, Pc 401(K) Plan | The Gori Law Firm, Pc | $8,758,434 | 2023 |
| Ptbl, Inc. 401(K) Plan | Ptbl, Inc. | $4,803,463 | 2023 |
| Buske Lines, Inc. Employee Retirement Plan | Buske Lines, Inc | $4,382,052 | 2023 |
| Blue Stream Services, Inc. Profit Sharing Plan | Blue Stream Services, Inc. | $366,933 | 2023 |
| Dct Innovative Solutions Inc. Retirement Plan | Dct Innovative Solutions Inc. | $150,200 | 2023 |
| Harper-Lebowski Ventures Inc. Retirement Plan | Harper-Lebowski Ventures Inc. | $146,032 | 2023 |
| Good Fortune Endeavors Inc. Retirement Plan | Good Fortune Endeavors Inc. | $0 | 2023 |
| R. P. Lumber Co., Inc. Employee Benefit Plan | R.P. Lumber Co., Inc. | not reported in the loaded dataset | 2023 |
| Health And Welfare Benefit Plan | Prairie Farms Dairy, Inc. | not reported in the loaded dataset | 2023 |
| Utilitra, LLC Flexible Benefits Plan | Utilitra, LLC | not reported in the loaded dataset | 2023 |
| La Cross Dental Wrap Plan | La Cross Dental | not reported in the loaded dataset | 2023 |
| Scott Credit Union Welfare Benefit Plan | Scott Credit Union | not reported in the loaded dataset | 2023 |
| Cassens Transport Co Et Al | Cassens Transport Company | not reported in the loaded dataset | 2023 |
| Buske Lines, Inc. Health Insurance Plan | Buske Lines, Inc. Health Insurance Plan | not reported in the loaded dataset | 2023 |
| Heplerbroom LLC Welfare Benefit Plan | Hepler Broom, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Edwardsville → · Edwardsville plans by participants → · Edwardsville plans with financial data → · Edwardsville plans with provider compensation → · $1B+ plans in Edwardsville →
Related Form 5500 pages
- All IL Form 5500 filings
- Prairie Farms Dairy, Inc. Thrift Incentive Plan (plan 007)
- Prairie Farms Dairy, Inc. — all reported plans
- Heplerbroom, LLC 401(K) Profit Sharing Plan (plan 002)
- Heplerbroom, LLC — all reported plans
- Cassens Retirement Plan (plan 001)
- Cassens Transport Company — all reported plans
- Prairie Farms Dairy, Inc. 401(K) Plan (plan 012)
- Cassens Transport Company Et Al Union 401(K) Plan (plan 003)
- R.P. Lumber & Plummer Companies 401(K) Plan (plan 001)
- R.P. Lumber Co., Inc. — all reported plans
- Fms 401(K) Profit Sharing Plan And Trust (plan 004)
- Utilitra LLC — all reported plans
- Scott Credit Union 401(K) Plan (plan 003)
- Scott Credit Union — all reported plans
- Nevco Sports, LLC 401(K) Plan (plan 002)
- Nevco Sports, LLC — all reported plans
- Contegra Employee Stock Ownership Plan (plan 001)
- Contegra Holdings, Inc. — all reported plans
- The Gori Law Firm, Pc 401(K) Plan (plan 001)
- The Gori Law Firm, Pc — all reported plans
- Ptbl, Inc. 401(K) Plan (plan 001)
- Ptbl, Inc. — all reported plans
- Buske Lines, Inc. Employee Retirement Plan (plan 001)
- Buske Lines, Inc — all reported plans
- Blue Stream Services, Inc. Profit Sharing Plan (plan 001)
- Blue Stream Services, Inc. — all reported plans
- Dct Innovative Solutions Inc. Retirement Plan (plan 001)
- Dct Innovative Solutions Inc. — all reported plans
- Methodology
- Data sources