Woodridge, 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, Woodridge, IL has 39 loaded benefit plan(s) reported by 25 plan sponsor(s), with $641,032,345 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
39
Plan sponsors
25
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$641,032,345
Total reported liabilities (EOY)
$1,486,780
Total reported net assets (EOY)
$639,545,565

Contributions & income

Employer contributions
$15,718,137
Participant contributions
$33,823,989
Total income / additions
$162,439,848

Expenses & distributions

Benefits paid / distributions
$70,386,710
Total expenses
$72,556,522
Net increase / (decrease)
$89,883,326

Coverage

Total reported participants
19,521
Plans with financial statements
21
Plans with provider compensation
17

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

Largest loaded plans in Woodridge, IL
PlanSponsorReported assets (EOY)Year
Samuel, Son & Co. (Usa) Inc. 401(K) PlanSamuel, Son & Co. (Usa) Inc.$192,893,7202023
The Edward Don & Company Comprehensive Profit Sharing And Savings PlanEdward Don & Company$137,167,2732023
V3 Companies, Ltd. 401(K) PlanV3 Companies, Ltd.$64,641,3792023
Ams Mechanical Holdings, Inc. Employee Stock Ownership PlanAms Mechanical Holdings, Inc.$36,547,8122023
Inventus Power 401kInventus Power$30,697,9722023
Orbus Holdco 401(K) PlanNimlok Company$26,130,3182023
Ams Mechanical Holdings, Inc. 401(K) Profit Sharing PlanAms Mechanical Holdings, Inc.$25,021,8222023
The Morey Corporation 401(K) Profit Sharing PlanThe Morey Corporation$23,076,8682023
Dober Chemical Corporation Employees' 401(K) PlanDober Chemical Corporation$20,735,0722023
Globe Union Group Retirement & Savings PlanGlobe Union Group, Inc.$15,313,7572023
Home Run Inn, Inc. 401(K) Profit Sharing PlanHome Run Inn, Inc.$15,300,2532023
S & S Automotive, Inc. Employees' 401(K) And Profit Sharing PlanS & S Automotive, Inc.$12,358,0942023
Rjw Logistics Group, Inc. 401(K)Rjw Logistics Group, Inc.$12,018,4972023
Staffing Plus 401(K) Retirement PlanStaffing Plus, Inc$8,031,7722023
Richmond Electric Co Inc Employees Profit Sharing PlanRichmond Electric Co Inc$6,729,4672023
Casey Products Profit Sharing PlanCasey Products$5,955,2312023
V3 Companies, Ltd. Employee Stock Ownership PlanV3 Companies, Ltd.$5,011,5362023
Steel Fab 401k Plan A Division Of Samuel, Son & Co. (Usa) Inc.Samuel, Son & Co. (Usa) Inc.$2,025,4552023
Guiding Light Autism Academy, Inc. 401(K) Profit Sharing PlanGuiding Light Autism Academy, In$929,0362023
Kalgen Consultants, Inc. 401(K) Plan And TrustKalgen Consultants, Inc.$447,0112023
Midwest & Bedford 401k Profit Sharing Plan And TrustMidwest Warehouse & Distribution System, LLC$02023
Rjw Logistics Group Inc. Health Insurance PlanRjw Logistics Group Inc.not reported in the loaded dataset2023
Samuel, Son & Co. (Usa), Inc. Employee Welfare Benefits PlanSamuel, Son & Co. (Usa), Incnot reported in the loaded dataset2023
Beavers Holdings LLC Health Benefit PlanBeavers Holdings, LLCnot reported in the loaded dataset2023
Orbus, LLC Cafeteria PlanOrbus, LLCnot reported in the loaded dataset2023

Related Form 5500 pages