Plan5500

Ofallon, 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, Ofallon, IL has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $10,665,644 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
7
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.7MSummed across loaded plans$10,665,644
Total reported assets$10.7M$10,665,644
Total reported participants1.1K1,128
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.7M total assets
Net assets$10.7MLiabilities$0
Contributions & income
Employer contributions$595.5K
Participant contributions$760.9K
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$192.8K
Total expenses$315.3K
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements3 / 8 (38%)
Plans with provider compensation1 / 8 (13%)

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

Ofallon market comparison

Largest plan share of assets56%Baughman Insurance 401(K) And Profit Sharing Plan
Participants per plan141Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Ofallon

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

  1. 1
    Baughman Insurance 401(K) And Profit Sharing Plan$6M
    Baughman & Associates, Inc. · 2023
  2. 2
    Alliance Hearing, Inc. 401(K) Plan$4.7M
    Alliance Hearing, Inc. · 2023
  3. 3
    Next Chapter Jtm Holdings Company 401(K) Plan$0
    Next Chapter Jtm Holdings Company · 2023
  4. 4
    Buddobot Inc. Benefit Plannot reported in the loaded dataset
    Buddobot LLC · 2023
  5. 5
    Beltone Alliance Welfare Benefit Plannot reported in the loaded dataset
    Alliance Hearing, Inc. · 2023
  6. 6
    Green Mount Road Harley Davidson LLC Welfare Benefit Plannot reported in the loaded dataset
    Holzhauer Motor Sports Of O'Fallon Dba · 2023
  7. 7
    Jack Schmitt Family Of Dealerships, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Jack Schmitt Family Of Dealerships, Inc. · 2023
  8. 8
    Ironhorse Resources, Inc.not reported in the loaded dataset
    Ironhorse Resources, Inc. · 2023

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

Related Form 5500 pages