Plan5500

Huntley, 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, Huntley, IL has 9 loaded benefit plan(s) reported by 9 plan sponsor(s), with $15,771,294 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
9
Latest filing year
2023

What stands out in Huntley

  • 9 loaded plans hold $15.8M in reported assets across 9 sponsors.
  • The largest, Union Special Retirement, Savings And Profit Sharing Plan, holds 70% of reported Huntley plan assets.
  • Plans cover 266 participants — about 30 per plan.
  • 89% of loaded plans report full Schedule H/I financial statements.
  • 22% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.8MSummed across loaded plans$15,771,294
Total reported assets$15.8M$15,771,294
Total reported participants266
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15.8M total assets
Net assets$15.8MLiabilities$0
Contributions & income
Employer contributions$74.2K
Participant contributions$413K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.6M
Net increase / (decrease)$1M

Data coverage

Plans with financial statements8 / 9 (89%)
Plans with provider compensation2 / 9 (22%)

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

Huntley market comparison

Largest plan share of assets70%Union Special Retirement, Savings And Profit Sharing Plan
Participants per plan30Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Huntley

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

  1. 1
    Union Special Retirement, Savings And Profit Sharing Plan$11.1M
    Union Special LLC · 2023
  2. 2
    Maass Manufacturing, Inc. 401(K) Profit Sharing Plan$2.1M
    Maass Manufacturing, Inc. · 2023
  3. 3
    Tobin & Associates, Inc. Profit Sharing Plan$1.1M
    Tobin & Associates, Inc. · 2023
  4. 4
    Chinzama, Inc. 401(K) Profit Sharing Plan$815.9K
    Chinzama, Inc. · 2023
  5. 5
    Dal Automation, Inc. 401(K) Plan$359.9K
    Dal Automation, Inc. · 2023
  6. 6
    Jge Elite 401k$227.3K
    Jge Elite Holdings Inc. · 2023
  7. 7
    More Brewing Co 401(K) Plan$81.7K
    Jaydev Brew Inc D/B/A More Brewing Co · 2023
  8. 8
    Gutzwiller Enterprises, Inc. 401(K) Plan$35.9K
    Gutzwiller Enterprises, Inc. · 2023
  9. 9
    Hiwin Corporation Welfare Benefit Plannot reported in the loaded dataset
    Hiwin Corporation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Huntley, IL?
9 plan(s) reported by 9 sponsor(s) are loaded for Huntley, IL.

Related Form 5500 pages