Rockford, 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, Rockford, IL has 130 loaded benefit plan(s) reported by 72 plan sponsor(s), with $3,261,279,896 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 130
- Plan sponsors
- 72
- Total reported assets (EOY)
- $3,261,279,896
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Mercy Health Corporation Employees Retirement Plan | Mercy Health Corporation | $736,575,998 | 2023 |
| Neca-Ibew Local 364 Defined Contribution Plan | Trustees Of Neca-Ibew Local 364 Contribution Pension Trust Fund | $467,762,197 | 2023 |
| Swedishamerican 403(B) Incentivesaver Plan | Swedishamerican Health System | $339,804,968 | 2023 |
| Rockford Pipe Trades Industry Pension Fund | Board Of Trustees Of The Rockford Pipe Trades Industry Pension Fund | $220,579,022 | 2023 |
| Sheet Metal Workers Local 219 Retirement Savings Fund | Board Of Trustees - Sheet Metal Workers Local 219 R.S.P. | $183,623,720 | 2023 |
| Orthomidwest, Pllc 401(K) Retirement Plan | Orthomidwest, Pllc | $164,286,622 | 2023 |
| Rockford Health System Retirement Plan | Mercy Health Corporation | $145,486,584 | 2023 |
| Ingersoll Cutting Tool 401(K) Plan | Ingersoll Cutting Tool Company, Inc. | $102,824,757 | 2023 |
| Bergstrom Inc Profit Sharing And Employee Savings Plan | Bergstrom Inc | $59,824,418 | 2023 |
| Savant Capital, LLC 401(K) Plan | Savant Capital, LLC | $55,321,221 | 2023 |
| Rosecrance 401(K) Savings Plan | Rosecrance Health Network | $46,013,253 | 2023 |
| Rockford Pipe Trades Industry 401k Plan | Bd Of Trustees Of The Rockford Pipe Trades Industry 401k Plan | $43,598,303 | 2023 |
| Rockford University Retirement Savings Plan | Rockford University | $35,043,195 | 2023 |
| Plumbers & Pipefitters Local 23 U.A. Health & Welfare Fund | The Board Of Trustees Of The Plumbers & Pipefitters Local 23 Ua H & W | $32,453,221 | 2023 |
| Concentric Rockford Inc. Employees' Pension Plan | Concentric Rockford Inc. | $31,914,261 | 2023 |
| Foresight Financial Group, Inc. Employee Savings And Profit Sharing Plan | Foresight Financial Group, Inc. | $31,553,674 | 2023 |
| Construction Industry Welfare Fund Of Rockford Il | Trustees Of The Construction Industry Welfare Fund Of Rockford Illinoi | $29,179,868 | 2023 |
| Mte Employee Savings And Retirement Plan | Mechanical Tool & Engineering Co. | $29,025,968 | 2023 |
| J.L. Clark Employees Retirement Savings Plan | J.L. Clark, LLC | $28,235,361 | 2023 |
| Staff Management, Inc. Pooled Employer Plan | Staff Management, Inc. | $27,629,919 | 2023 |
| Rockford Gastroenterology Associates, Ltd. 401(K) Profit Sharing Plan | Rockford Gastroenterology Associates, Ltd. | $26,568,166 | 2023 |
| Cleo Communications Holding, LLC 401(K) Plan | Cleo Communications Holding, LLC | $25,829,599 | 2023 |
| Rockford Toolcraft, Inc. Retirement Plan | Rockford Toolcraft, Inc. | $24,123,981 | 2023 |
| Ac Johnston 401k Plan | Ac Johnston Ltd. | $23,891,718 | 2023 |
| Martin Automatic, Inc. 401(K) Plan | Martin Automatic, Inc. | $23,685,759 | 2023 |
Largest plans in Rockford → · Rockford plans with financial data → · $1B+ plans in Rockford → · Providers by reported compensation →
Related Form 5500 pages
- All IL Form 5500 filings
- Mercy Health Corporation Employees Retirement Plan (plan 003)
- Mercy Health Corporation — all reported plans
- Neca-Ibew Local 364 Defined Contribution Plan (plan 002)
- Trustees Of Neca-Ibew Local 364 Contribution Pension Trust Fund — all reported plans
- Swedishamerican 403(B) Incentivesaver Plan (plan 004)
- Swedishamerican Health System — all reported plans
- Rockford Pipe Trades Industry Pension Fund (plan 001)
- Board Of Trustees Of The Rockford Pipe Trades Industry Pension Fund — all reported plans
- Sheet Metal Workers Local 219 Retirement Savings Fund (plan 001)
- Board Of Trustees - Sheet Metal Workers Local 219 R.S.P. — all reported plans
- Orthomidwest, Pllc 401(K) Retirement Plan (plan 002)
- Orthomidwest, Pllc — all reported plans
- Rockford Health System Retirement Plan (plan 002)
- Ingersoll Cutting Tool 401(K) Plan (plan 001)
- Ingersoll Cutting Tool Company, Inc. — all reported plans
- Bergstrom Inc Profit Sharing And Employee Savings Plan (plan 001)
- Bergstrom Inc — all reported plans
- Savant Capital, LLC 401(K) Plan (plan 001)
- Savant Capital, LLC — all reported plans
- Rosecrance 401(K) Savings Plan (plan 001)
- Rosecrance Health Network — all reported plans
- Rockford Pipe Trades Industry 401k Plan (plan 002)
- Bd Of Trustees Of The Rockford Pipe Trades Industry 401k Plan — all reported plans
- Rockford University Retirement Savings Plan (plan 001)
- Rockford University — all reported plans
- Plumbers & Pipefitters Local 23 U.A. Health & Welfare Fund (plan 501)
- The Board Of Trustees Of The Plumbers & Pipefitters Local 23 Ua H & W — all reported plans
- Concentric Rockford Inc. Employees' Pension Plan (plan 002)
- Concentric Rockford Inc. — all reported plans
- Methodology
- Data sources