Palatine, 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, Palatine, IL has 25 loaded benefit plan(s) reported by 23 plan sponsor(s), with $295,863,720 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 25
- Plan sponsors
- 23
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $295,863,720
- Total reported liabilities (EOY)
- $1,995,000
- Total reported net assets (EOY)
- $298,009,374
Contributions & income
- Employer contributions
- $3,226,601
- Participant contributions
- $12,054,206
- Total income / additions
- $51,719,820
Expenses & distributions
- Benefits paid / distributions
- $23,587,248
- Total expenses
- $24,005,828
- Net increase / (decrease)
- $27,713,992
Coverage
- Total reported participants
- 6,801
- Plans with financial statements
- 19
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Palatine, 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 |
|---|---|---|---|
| The Weber-Stephen Products LLC 401(K) Incentive Savings Plan | Weber-Stephen Products LLC | $104,955,136 | 2023 |
| Consolidated Mill Supply, Inc. Employee Stock Ownership Plan | Consolidated Mill Supply, Inc. | $97,784,088 | 2023 |
| Mario Tricoci 401(K) Savings Plan | Mario Tricoci Hair Salon And Day Spas, LLC | $47,398,683 | 2023 |
| Clean Air Engineering 401(K) Plan | Clean Air Engineering, Inc. | $23,241,929 | 2023 |
| The Intec Group, Inc. Profit Sharing And Incentive Savings Plan | The Intec Group, Inc. | $6,386,775 | 2023 |
| Illinois Shotokan Karate, Inc. 401(K) Profit Sharing Plan | Illinois Shotokan Karate, Inc. | $4,682,842 | 2023 |
| Kare Hospital Medicine, L.L.C. 401(K) Profit Sharing Plan | Kare Hospital Medicine, L.L.C. | $2,671,104 | 2023 |
| Starck & Co. 401(K) Plan | Starck & Co. | $2,057,173 | 2023 |
| Tyack Valuation Consultants Profit Sharing Plan | Tyack Valuation Consultants Inc | $1,865,264 | 2023 |
| Michael S. Higgins Keogh | Michael S. Higgins | $1,821,345 | 2023 |
| Murray & Trettel, Inc. 401(K) Profit Sharing Plan And Trust | Murray & Trettel, Inc. | $1,788,490 | 2023 |
| Detterbeck Johnson & Monsen, Ltd. Employees' Stock Ownership Plan | Detterbeck Johnson & Monsen, Ltd. | $505,139 | 2023 |
| 44 Capital Group Retirement Plan | 44 Capital Group, Inc. | $239,866 | 2023 |
| Professional Financial Consultants, Inc. Profit-Sharing & Savings Plan & Trust | Professional Financial Consultants, Inc. | $196,505 | 2023 |
| Heinz Business Group Inc Retirement Plan | Heinz Business Group, Inc. | $175,425 | 2023 |
| Velmont Transportation, Inc. 401(K) Plan | Velmont Transportation, Inc. | $93,956 | 2023 |
| J&B Millennium Inc. 401(K) Plan | Glass Block Factory Of Illinois Inc. | $0 | 2023 |
| American Portfolio Mortgage Corporation 401(K) Plan | American Portfolio Mortgage Corporation | $0 | 2023 |
| Wellness Now Retirement Plan | Wellness Now, Inc. | $0 | 2023 |
| Omi Industries Inc Life Plan | Omi Industries, Inc. | not reported in the loaded dataset | 2023 |
| Little City Foundation Group Health Plan | Little City Foundation | not reported in the loaded dataset | 2023 |
| Town Square Mortgage & Investments, LLC Comprehensive Welfare Benefit Plan | American Portfolio Mortgage Corporation | not reported in the loaded dataset | 2023 |
| The Weber-Stephen Products LLC Group Benefits Plan | Weber Stephen Products LLC | not reported in the loaded dataset | 2023 |
| Mario Tricoci Hair Salon & Spa Ee, LLC Employee Benefits Plan | Mario Tricoci Hair Salon & Day Spas, LLC | not reported in the loaded dataset | 2023 |
| Pts Corp. Employee Benefits Plan | Pts Corp. | not reported in the loaded dataset | 2023 |
Largest plans in Palatine → · Palatine plans by participants → · Palatine plans with financial data → · Palatine plans with provider compensation → · $1B+ plans in Palatine →
Related Form 5500 pages
- All IL Form 5500 filings
- The Weber-Stephen Products LLC 401(K) Incentive Savings Plan (plan 002)
- Weber-Stephen Products LLC — all reported plans
- Consolidated Mill Supply, Inc. Employee Stock Ownership Plan (plan 002)
- Consolidated Mill Supply, Inc. — all reported plans
- Mario Tricoci 401(K) Savings Plan (plan 001)
- Mario Tricoci Hair Salon And Day Spas, LLC — all reported plans
- Clean Air Engineering 401(K) Plan (plan 002)
- Clean Air Engineering, Inc. — all reported plans
- The Intec Group, Inc. Profit Sharing And Incentive Savings Plan (plan 001)
- The Intec Group, Inc. — all reported plans
- Illinois Shotokan Karate, Inc. 401(K) Profit Sharing Plan (plan 001)
- Illinois Shotokan Karate, Inc. — all reported plans
- Kare Hospital Medicine, L.L.C. 401(K) Profit Sharing Plan (plan 001)
- Kare Hospital Medicine, L.L.C. — all reported plans
- Starck & Co. 401(K) Plan (plan 002)
- Starck & Co. — all reported plans
- Tyack Valuation Consultants Profit Sharing Plan (plan 001)
- Tyack Valuation Consultants Inc — all reported plans
- Michael S. Higgins Keogh (plan 001)
- Michael S. Higgins — all reported plans
- Murray & Trettel, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Murray & Trettel, Inc. — all reported plans
- Detterbeck Johnson & Monsen, Ltd. Employees' Stock Ownership Plan (plan 002)
- Detterbeck Johnson & Monsen, Ltd. — all reported plans
- 44 Capital Group Retirement Plan (plan 001)
- 44 Capital Group, Inc. — all reported plans
- Professional Financial Consultants, Inc. Profit-Sharing & Savings Plan & Trust (plan 001)
- Professional Financial Consultants, Inc. — all reported plans
- Heinz Business Group Inc Retirement Plan (plan 001)
- Heinz Business Group, Inc. — all reported plans
- Methodology
- Data sources