Oak Forest, 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, Oak Forest, IL has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $19,902,397 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $19,902,397
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $19,902,397
Contributions & income
- Employer contributions
- $683,736
- Participant contributions
- $641,182
- Total income / additions
- $4,099,016
Expenses & distributions
- Benefits paid / distributions
- $3,074,871
- Total expenses
- $3,128,208
- Net increase / (decrease)
- $970,808
Coverage
- Total reported participants
- 646
- Plans with financial statements
- 5
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oak Forest, 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 |
|---|---|---|---|
| Perfusion Technologists Of Greater Chicago, Inc. 401(K) Plan | Perfusion Technologists Of Greater Chicago, Inc. | $10,400,448 | 2023 |
| Pacor Mortgage Corporation 401(K) Plan | Pacor Mortgage Corporation | $4,587,977 | 2023 |
| Welsch Ready Mix, Inc. 401(K) Plan | T.H. Davidson & Co., Inc. Dba Welsch Ready Mix, In | $3,497,682 | 2023 |
| Welsch Ready Mix Union 401(K) Plan | T.H. Davidson & Co., Inc. Dba Welsch Ready Mix, In | $1,217,593 | 2023 |
| Relyea Insurance Agency Retirement Plan | Relyea Insurance Agency, Inc. | $198,697 | 2023 |
| Specialized Staffing Solutions, Inc. Employee Benefits Plan | Specialized Staffing Solutions, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Oak Forest → · Oak Forest plans by participants → · Oak Forest plans with financial data → · Oak Forest plans with provider compensation → · $1B+ plans in Oak Forest →
Related Form 5500 pages
- All IL Form 5500 filings
- Perfusion Technologists Of Greater Chicago, Inc. 401(K) Plan (plan 001)
- Perfusion Technologists Of Greater Chicago, Inc. — all reported plans
- Pacor Mortgage Corporation 401(K) Plan (plan 001)
- Pacor Mortgage Corporation — all reported plans
- Welsch Ready Mix, Inc. 401(K) Plan (plan 003)
- T.H. Davidson & Co., Inc. Dba Welsch Ready Mix, In — all reported plans
- Welsch Ready Mix Union 401(K) Plan (plan 004)
- Relyea Insurance Agency Retirement Plan (plan 001)
- Relyea Insurance Agency, Inc. — all reported plans
- Specialized Staffing Solutions, Inc. Employee Benefits Plan (plan 501)
- Specialized Staffing Solutions, Inc. — all reported plans
- Methodology
- Data sources