Plan5500

Wilmette, 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, Wilmette, IL has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $40,618,348 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
9
Latest filing year
2023

What stands out in Wilmette

  • 10 loaded plans hold $40.6M in reported assets across 9 sponsors.
  • The largest, Midmfg Inc. Profit Sharing Plan And Trust Agreement, holds 47% of reported Wilmette plan assets.
  • Plans cover 834 participants — about 83 per plan.
  • 90% of loaded plans report full Schedule H/I financial statements.
  • 30% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$40.6MSummed across loaded plans$40,587,019
Total reported assets$40.6M$40,618,348
Total reported participants834
Total reported liabilities$31.3K$31,329

Reported net position

Reported assets = net assets + liabilities (summed)$40.6M total assets
Net assets$40.6MLiabilities$31.3K
Contributions & income
Employer contributions$535K
Participant contributions$1.2M
Total income / additions$7.6M
Expenses & distributions
Benefits paid / distributions$3.6M
Total expenses$3.8M
Net increase / (decrease)$3.9M

Data coverage

Plans with financial statements9 / 10 (90%)
Plans with provider compensation3 / 10 (30%)

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

Wilmette market comparison

Largest plan share of assets47%Midmfg Inc. Profit Sharing Plan And Trust Agreement
Participants per plan83Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Wilmette

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

  1. 1
    Midmfg Inc. Profit Sharing Plan And Trust Agreement$19M
    Amherst Mobile Home Park, Inc. · 2023
  2. 2
    Chalet Employees' Retirement Savings Plan$11.4M
    L.J. Thalmann Co. · 2023
  3. 3
    Marvin M Siegel Cpa Pc Profit Sharing Plan And Tru$4.2M
    Marvin M Siegel Cpa Pc · 2023
  4. 4
    Providence Management Company, LLC Retirement Plan$3.8M
    Providence Management Company, LLC · 2023
  5. 5
    Christensen Animal Hospital Psp And Trust$1.5M
    Premier Animal Wellness Services, Ltd. · 2023
  6. 6
    Vandalay 401(K) Plan$431.9K
    1126 Central Restaurant LLC · 2023
  7. 7
    Smith Walker Inc. Retirement Plan$204.5K
    Smith Walker Inc. · 2023
  8. 8
    Elena Fitchev M.D. Profit Sharing Plan$0
    Elena Fitchev M.D. · 2023
  9. 9
    Jem Real Estate Inc. 401(K) Plan$0
    Jem Real Estate Inc. · 2023
  10. 10
    Providence Management Company, LLC Medical Plannot reported in the loaded dataset
    Providence Management Company, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Wilmette, IL?
10 plan(s) reported by 9 sponsor(s) are loaded for Wilmette, IL.

Related Form 5500 pages