Plan5500

Rock Falls, 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, Rock Falls, IL has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $10,665,902 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

What stands out in Rock Falls

  • 5 loaded plans hold $10.7M in reported assets across 3 sponsors.
  • The largest, 403(B) Thrift Plan For Tri-County Opportunities Council, holds 59% of reported Rock Falls plan assets.
  • Plans cover 954 participants — about 191 per plan.
  • 40% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.7MSummed across loaded plans$10,665,902
Total reported assets$10.7M$10,665,902
Total reported participants954
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$390K
Participant contributions$680.4K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$563.1K
Total expenses$619.1K
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation2 / 5 (40%)

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

Rock Falls market comparison

Largest plan share of assets59%403(B) Thrift Plan For Tri-County Opportunities Council
Participants per plan191Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Rock Falls

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

  1. 1
    403(B) Thrift Plan For Tri-County Opportunities Council$6.3M
    Tri-County Opportunities Council · 2023
  2. 2
    The Ifh Group, Inc. 401(K) Plan$4.3M
    The Ifh Group, Inc. · 2023
  3. 3
    Tri County Opportunities Council Welfare Benefits Plannot reported in the loaded dataset
    Tri County Opportunities Council · 2023
  4. 4
    Johnson Oil Co Health & Welfare Plannot reported in the loaded dataset
    Johnson Oil Co · 2023
  5. 5
    The Ifh Group, Inc. Employee Benefits Plannot reported in the loaded dataset
    The Ifh Group, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Rock Falls, IL?
5 plan(s) reported by 3 sponsor(s) are loaded for Rock Falls, IL.

Related Form 5500 pages