Ricondo & Associates, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ricondo & Associates, Inc. (EIN 36-3663903) is a plan sponsor located in Chicago, IL with 5 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-3663903
Location
Chicago, IL
Loaded plans
5
Total reported participants
867
Total reported plan assets (EOY)
$93,811,838
Plans with financial data
2
Plans with provider compensation
1
Latest filing year
2023

Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.

Largest loaded plans by reported assets

Ricondo & Associates, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Ricondo & Associates 401(K) Plan001226$66,087,6952023
Ricondo & Associates, Inc. Employee Stock Ownership Plan002183$27,724,1432023
Ricondo & Associates Welfare Benefit Plan501158not reported in the loaded dataset2023
Ricondo & Associates Life & Disability Plan504151not reported in the loaded dataset2023
Ricondo & Associates Welfare Benefit Plan505149not reported in the loaded dataset2023

Search all 5 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ricondo & Associates, Inc.
YearPlanParticipantsSchedulesFiling
2023Ricondo & Associates Welfare Benefit Plan15820240709203627NAL0030590674001
2023Ricondo & Associates Life & Disability Plan15120240709203641NAL0008289171001
2023Ricondo & Associates 401(K) Plan226H, C20240927145856NAL0003913024001
2023Ricondo & Associates, Inc. Employee Stock Ownership Plan183H20241003154426NAL0010079105001
2023Ricondo & Associates Welfare Benefit Plan14920250620082327NAL0005541184001

Related Form 5500 pages