Sterling, 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, Sterling, IL has 12 loaded benefit plan(s) reported by 5 plan sponsor(s), with $272,031,242 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $272,031,242
- Total reported liabilities (EOY)
- $43,712
- Total reported net assets (EOY)
- $271,987,530
Contributions & income
- Employer contributions
- $5,468,604
- Participant contributions
- $15,956,797
- Total income / additions
- $56,486,003
Expenses & distributions
- Benefits paid / distributions
- $22,757,726
- Total expenses
- $23,239,834
- Net increase / (decrease)
- $33,246,169
Coverage
- Total reported participants
- 7,606
- Plans with financial statements
- 5
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sterling, 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 |
|---|---|---|---|
| Wahl Clipper Corporation 401(K) Profit Sharing Plan | Wahl Clipper Corporation | $127,711,645 | 2023 |
| Halo Branded Solutions, Inc. 401(K) Savings Plan | Halo Branded Solutions, Inc. | $114,933,662 | 2023 |
| Sterling Federal Bank, Fsb Retirement Plan And Trust | Sterling Federal Bank, Fsb | $16,271,221 | 2023 |
| Mallard Manufacturing Corporation LLC 401(K) Retirement Plan | Mallard Handling Solutions, LLC. Dba Mallard Manufacturing | $7,668,364 | 2023 |
| Ward, Murray, Pace & Johnson, P.C. 401(K) Profit Sharing Plan | Ward, Murray, Pace & Johnson, P.C. | $5,446,350 | 2023 |
| Mallard Manufacturing Health Insurance Plan | Mallard Handling Solutions, LLC Dba Mallard Manufacturing | not reported in the loaded dataset | 2023 |
| Mallard Manufacturing Dental Insurance Plan | Mallard Handling Solutions, LLC Dba Mallard Manufacturing | not reported in the loaded dataset | 2023 |
| Mallard Manufacturing Short Term Disability Insurance Plan | Mallard Handling Solutions, LLC Dba Mallard Manufacturing | not reported in the loaded dataset | 2023 |
| Sterling Federal Bank | Sterling Federal Bank F.S.B. | not reported in the loaded dataset | 2023 |
| Mallard Manufacturing Life Insurance Plan | Mallard Handling Solutions, LLC Dba Mallard Manufacturing | not reported in the loaded dataset | 2023 |
| Wahl Clipper Corporation Welfare Benefit Plan | Wahl Clipper Corporation | not reported in the loaded dataset | 2023 |
| Halo Branded Solutions Inc. Welfare Benefit Plan | Halo Branded Solutions Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Sterling → · Sterling plans by participants → · Sterling plans with financial data → · Sterling plans with provider compensation → · $1B+ plans in Sterling →
Related Form 5500 pages
- All IL Form 5500 filings
- Wahl Clipper Corporation 401(K) Profit Sharing Plan (plan 003)
- Wahl Clipper Corporation — all reported plans
- Halo Branded Solutions, Inc. 401(K) Savings Plan (plan 001)
- Halo Branded Solutions, Inc. — all reported plans
- Sterling Federal Bank, Fsb Retirement Plan And Trust (plan 003)
- Sterling Federal Bank, Fsb — all reported plans
- Mallard Manufacturing Corporation LLC 401(K) Retirement Plan (plan 001)
- Mallard Handling Solutions, LLC. Dba Mallard Manufacturing — all reported plans
- Ward, Murray, Pace & Johnson, P.C. 401(K) Profit Sharing Plan (plan 002)
- Ward, Murray, Pace & Johnson, P.C. — all reported plans
- Mallard Manufacturing Health Insurance Plan (plan 503)
- Mallard Manufacturing Dental Insurance Plan (plan 504)
- Mallard Manufacturing Short Term Disability Insurance Plan (plan 502)
- Sterling Federal Bank (plan 501)
- Mallard Manufacturing Life Insurance Plan (plan 501)
- Wahl Clipper Corporation Welfare Benefit Plan (plan 505)
- Halo Branded Solutions Inc. Welfare Benefit Plan (plan 501)
- Methodology
- Data sources