Lake Zurich, 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, Lake Zurich, IL has 27 loaded benefit plan(s) reported by 16 plan sponsor(s), with $1,272,279,969 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 27
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,272,279,969
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $1,272,279,969
Contributions & income
- Employer contributions
- $26,151,900
- Participant contributions
- $61,029,110
- Total income / additions
- $284,035,299
Expenses & distributions
- Benefits paid / distributions
- $107,485,717
- Total expenses
- $110,197,291
- Net increase / (decrease)
- $173,838,008
Coverage
- Total reported participants
- 34,758
- Plans with financial statements
- 14
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Zurich, 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 |
|---|---|---|---|
| Fresenius Kabi Usa, LLC Savings & Ret Plan | Fresenius Kabi Usa, LLC | $499,521,948 | 2023 |
| Acco Brands Corporation 401(K) Plan | Acco Brands Corporation | $354,162,394 | 2023 |
| Acco Brands Corporation Pension Plan | Acco Brands Corporation | $151,265,424 | 2023 |
| Smalley Usa 401k Retirement Savings Plan | Smalley Steel Ring Co | $98,882,944 | 2023 |
| Echo, Inc. Deferred Savings Plan | Echo, Inc. | $90,248,355 | 2023 |
| Dovenmuehle Mortgage, Inc. Savings And Retirement Plan | Dovenmuehle Mortgage, Inc. | $57,293,515 | 2023 |
| Kraft Chemical Profit Sharing 401(K) Plan | Kraft Chemical Company | $5,809,864 | 2023 |
| Aircraft Propeller Service, LLC 401(K) Plan | Aircraft Propeller Service, LLC | $5,131,865 | 2023 |
| Mcnelly Services, 401(K) Plan | Mcnelly Services, Inc. | $4,512,672 | 2023 |
| Djm Technology Management, Inc. Profit Sharing Plan & Trust | Djm Technology Management, Inc. | $3,137,683 | 2023 |
| Thermo/Cense, Inc. Employee Savings Plan | Thermo/Cense, Inc. | $1,800,116 | 2023 |
| Quicksilver Mechanical, Inc. Profit Sharing Plan | Quicksilver Mechanical, Inc. | $402,738 | 2023 |
| Sm Solutions, Inc. 401(K) Plan | Sm Solutions, Inc. | $97,702 | 2023 |
| Unified Telecom-Ccsi_401k Plan | Unified Telecom | $12,749 | 2023 |
| Acco Brands Severance Plan | Acco Brands Corporation | not reported in the loaded dataset | 2023 |
| Acme Visible Records Employees Ira Plan | Acco Brands Usa LLC | not reported in the loaded dataset | 2023 |
| Wilson Jones Company Employees Ira Plan | Acco Brands Usa LLC | not reported in the loaded dataset | 2023 |
| Fresenius Kabi Usa Ee Benefit Plan | Fresenius Kabi Usa, LLC | not reported in the loaded dataset | 2023 |
| Dovenmuehle Mortgage, Inc. Welfare Benefits Plan | Dovenmuehle Mortgage, Inc. | not reported in the loaded dataset | 2023 |
| Smalley Steel Ring Company Health & Welfare Plan | Smalley Steel Ring Company | not reported in the loaded dataset | 2023 |
| Swingline Inc Employees Ira Plan | Acco Brands Usa LLC | not reported in the loaded dataset | 2023 |
| Acco Brands Corporation Consolidated Health And Welfare Plan | Acco Brands Corporation | not reported in the loaded dataset | 2023 |
| Acco Brands Retiree Health And Welfare Plan | Acco Brands Corporation | not reported in the loaded dataset | 2023 |
| Echo Incorporated Employee Benefits Plan | Echo Incorporated | not reported in the loaded dataset | 2023 |
| B And B Maintenance, Inc. Welfare Benefit Plan | B And B Maintenance, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Lake Zurich → · Lake Zurich plans by participants → · Lake Zurich plans with financial data → · Lake Zurich plans with provider compensation → · $1B+ plans in Lake Zurich →
Related Form 5500 pages
- All IL Form 5500 filings
- Fresenius Kabi Usa, LLC Savings & Ret Plan (plan 001)
- Fresenius Kabi Usa, LLC — all reported plans
- Acco Brands Corporation 401(K) Plan (plan 002)
- Acco Brands Corporation — all reported plans
- Acco Brands Corporation Pension Plan (plan 010)
- Smalley Usa 401k Retirement Savings Plan (plan 002)
- Smalley Steel Ring Co — all reported plans
- Echo, Inc. Deferred Savings Plan (plan 002)
- Echo, Inc. — all reported plans
- Dovenmuehle Mortgage, Inc. Savings And Retirement Plan (plan 019)
- Dovenmuehle Mortgage, Inc. — all reported plans
- Kraft Chemical Profit Sharing 401(K) Plan (plan 001)
- Kraft Chemical Company — all reported plans
- Aircraft Propeller Service, LLC 401(K) Plan (plan 001)
- Aircraft Propeller Service, LLC — all reported plans
- Mcnelly Services, 401(K) Plan (plan 001)
- Mcnelly Services, Inc. — all reported plans
- Djm Technology Management, Inc. Profit Sharing Plan & Trust (plan 001)
- Djm Technology Management, Inc. — all reported plans
- Thermo/Cense, Inc. Employee Savings Plan (plan 001)
- Thermo/Cense, Inc. — all reported plans
- Quicksilver Mechanical, Inc. Profit Sharing Plan (plan 001)
- Quicksilver Mechanical, Inc. — all reported plans
- Sm Solutions, Inc. 401(K) Plan (plan 001)
- Sm Solutions, Inc. — all reported plans
- Unified Telecom-Ccsi_401k Plan (plan 002)
- Unified Telecom — all reported plans
- Acco Brands Severance Plan (plan 517)
- Methodology
- Data sources