Joliet, 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, Joliet, IL has 28 loaded benefit plan(s) reported by 23 plan sponsor(s), with $1,053,701,674 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 28
- Plan sponsors
- 23
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,053,701,674
- Total reported liabilities (EOY)
- $32,212,590
- Total reported net assets (EOY)
- $1,021,489,084
Contributions & income
- Employer contributions
- $70,660,167
- Participant contributions
- $22,319,255
- Total income / additions
- $220,048,337
Expenses & distributions
- Benefits paid / distributions
- $108,159,424
- Total expenses
- $111,900,468
- Net increase / (decrease)
- $108,147,869
Coverage
- Total reported participants
- 28,070
- Plans with financial statements
- 18
- Plans with provider compensation
- 12
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Joliet, 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 |
|---|---|---|---|
| Neca-Ibew Local 176 Pension Trust Fund | Trustees Of The Neca-Ibew Local 176 Pension Trust Fund | $677,825,728 | 2023 |
| Filtration Group 401(K) Retirement Savings Plan | Filtration Group Corporation | $207,869,498 | 2023 |
| Neca Ibew # 176 Health And Welfare Fund | Trustees Of Neca Ibew # 176 Health And Welfare Fund | $62,481,498 | 2023 |
| Mahoney Environmental 401(K) Plan | Mahoney Environmental Solutions, LLC | $21,900,763 | 2023 |
| Numark Credit Union 401(K) Plan And Trust | Numark Credit Union | $16,665,952 | 2023 |
| Ibew Local 176 Supplemental Unemployment Benefit Fund | Ibew Local 176 Supplemental Unemployment Benefit Fund | $12,458,210 | 2023 |
| Illinois Central Companies 401(K) And Profit Sharing Plan | Illinois Central School Bus, LLC | $9,232,795 | 2023 |
| Lightways Hospice And Serious Illness Care 401(K) Plan | Joliet Area Community Hospice Corporation | $9,095,537 | 2023 |
| D'Arcy 401(K) Plan | D'Arcy Buick Gmc, Inc. | $8,085,002 | 2023 |
| Lindblad Construction Company Of Joliet, Inc. 401(K) Plan | Lindblad Construction Company Of Joliet, Inc. | $7,129,634 | 2023 |
| Service, Inc. Retirement Plan | Service, Inc. Of Illinois | $6,050,386 | 2023 |
| Wermer, Rogers, Doran & Ruzon 401(K) Profit Sharing Plan | Wermer, Rogers, Doran & Ruzon, LLC | $5,231,168 | 2023 |
| G P & Subsidiaries 401(K) Plan | G P Transportation Co. | $4,090,545 | 2023 |
| The Barr Group, Pc Profit Sharing Plan | The Barr Group, Pc | $2,382,479 | 2023 |
| Wilco Automotive Retirement Plan | Trustees Of Wilco Automotive Retirement Trust | $2,235,223 | 2023 |
| Meyer Landscape And Maintenance | Thomas J. Meyer | $708,601 | 2023 |
| Educare Learning Centers, Inc. Retirement Plan | Educare Learning Centers, Inc. | $147,812 | 2023 |
| W3w Legacy Corporation Retirement Plan | W3w Legacy Corporation | $110,843 | 2023 |
| Service, Inc. Of Illinois Welfare Benefit Plan | Service, Inc. Of Illinois | not reported in the loaded dataset | 2023 |
| Lightways Hospice And Serious Illness Care Welfare Benefit Plan | Lightways Hospice And Serious Illness Care | not reported in the loaded dataset | 2023 |
| Berkots Ltd Health And Welfare Plan | Berkot, Ltd. D/B/A Berkot'S Super Foods | not reported in the loaded dataset | 2023 |
| First Secure Bank Group, Inc. Welfare Benefit Plan | First Secure Bank Group, Inc. | not reported in the loaded dataset | 2023 |
| Kozol Bros., Inc. Health And Welfare Plan | Kozol Bros., Inc. | not reported in the loaded dataset | 2023 |
| Numark Credit Union Welfare Benefit Plan | Numark Credit Union | not reported in the loaded dataset | 2023 |
| Cornerstone Services, Inc. Welfare Benefit Plan | Cornerstone Services, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Joliet → · Joliet plans by participants → · Joliet plans with financial data → · Joliet plans with provider compensation → · $1B+ plans in Joliet →
Related Form 5500 pages
- All IL Form 5500 filings
- Neca-Ibew Local 176 Pension Trust Fund (plan 001)
- Trustees Of The Neca-Ibew Local 176 Pension Trust Fund — all reported plans
- Filtration Group 401(K) Retirement Savings Plan (plan 001)
- Filtration Group Corporation — all reported plans
- Neca Ibew # 176 Health And Welfare Fund (plan 501)
- Trustees Of Neca Ibew # 176 Health And Welfare Fund — all reported plans
- Mahoney Environmental 401(K) Plan (plan 001)
- Mahoney Environmental Solutions, LLC — all reported plans
- Numark Credit Union 401(K) Plan And Trust (plan 002)
- Numark Credit Union — all reported plans
- Ibew Local 176 Supplemental Unemployment Benefit Fund (plan 501)
- Ibew Local 176 Supplemental Unemployment Benefit Fund — all reported plans
- Illinois Central Companies 401(K) And Profit Sharing Plan (plan 001)
- Illinois Central School Bus, LLC — all reported plans
- Lightways Hospice And Serious Illness Care 401(K) Plan (plan 002)
- Joliet Area Community Hospice Corporation — all reported plans
- D'Arcy 401(K) Plan (plan 002)
- D'Arcy Buick Gmc, Inc. — all reported plans
- Lindblad Construction Company Of Joliet, Inc. 401(K) Plan (plan 001)
- Lindblad Construction Company Of Joliet, Inc. — all reported plans
- Service, Inc. Retirement Plan (plan 001)
- Service, Inc. Of Illinois — all reported plans
- Wermer, Rogers, Doran & Ruzon 401(K) Profit Sharing Plan (plan 001)
- Wermer, Rogers, Doran & Ruzon, LLC — all reported plans
- G P & Subsidiaries 401(K) Plan (plan 001)
- G P Transportation Co. — all reported plans
- The Barr Group, Pc Profit Sharing Plan (plan 001)
- The Barr Group, Pc — all reported plans
- Wilco Automotive Retirement Plan (plan 001)
- Trustees Of Wilco Automotive Retirement Trust — all reported plans
- Methodology
- Data sources