Matteson, 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, Matteson, IL has 8 loaded benefit plan(s) reported by 4 plan sponsor(s), with $23,726,953 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $23,726,953
- Total reported liabilities (EOY)
- $173,641
- Total reported net assets (EOY)
- $23,553,312
Contributions & income
- Employer contributions
- $437,445
- Participant contributions
- $1,579,492
- Total income / additions
- $6,989,062
Expenses & distributions
- Benefits paid / distributions
- $2,466,252
- Total expenses
- $2,602,247
- Net increase / (decrease)
- $4,386,815
Coverage
- Total reported participants
- 1,455
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Matteson, 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 |
|---|---|---|---|
| Rogers Enterprises Incentive Savings Plan (Reisp) | Rogers Enterprises, Inc. | $14,870,403 | 2023 |
| Sutton Auto Team Retirement Plan | Sutton Ford, Inc. | $8,856,550 | 2023 |
| Cook-Bond Investments Corp. Retirement Plan | Cook-Bond Investments Corp. | $0 | 2023 |
| Clarence Davids & Company Health And Welfare Benefit Plan | Clarence Davids & Company | not reported in the loaded dataset | 2023 |
| Sutton Ford, Inc. Medical Plan | Sutton Ford, Inc. | not reported in the loaded dataset | 2023 |
| Sutton Ford, Inc. Life Plan | Sutton Ford, Inc. | not reported in the loaded dataset | 2023 |
| Sutton Ford, Inc. Vision Plan | Sutton Ford, Inc. | not reported in the loaded dataset | 2023 |
| Rogers Enterprises Inc Group Benefit Plan | Rogers Enterprises Inc | not reported in the loaded dataset | 2023 |
Largest plans in Matteson → · Matteson plans by participants → · Matteson plans with financial data → · Matteson plans with provider compensation → · $1B+ plans in Matteson →
Related Form 5500 pages
- All IL Form 5500 filings
- Rogers Enterprises Incentive Savings Plan (Reisp) (plan 001)
- Rogers Enterprises, Inc. — all reported plans
- Sutton Auto Team Retirement Plan (plan 003)
- Sutton Ford, Inc. — all reported plans
- Cook-Bond Investments Corp. Retirement Plan (plan 001)
- Cook-Bond Investments Corp. — all reported plans
- Clarence Davids & Company Health And Welfare Benefit Plan (plan 503)
- Clarence Davids & Company — all reported plans
- Sutton Ford, Inc. Medical Plan (plan 501)
- Sutton Ford, Inc. Life Plan (plan 502)
- Sutton Ford, Inc. Vision Plan (plan 503)
- Rogers Enterprises Inc Group Benefit Plan (plan 501)
- Methodology
- Data sources