Back to filter
Original filing (PDF)20250612102207NAL0014683331001
BEAR CONSTRUCTION CO.
Form 5500-SF
FILING_RECEIVED
BEAR CONSTRUCTION CO. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
114
Accounts w/ balance
100
Plan assets (EOY)
$20.4M
Net assets (EOY)
$20.4M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEAR CONSTRUCTION CO..
Plan sponsor
Name
BEAR CONSTRUCTION CO.
EIN
36-3351654
Address
1501 ROHLWING ROAD · ROLLING MEADOWS, IL · 60008
Phone
(847) 222-1900
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
TRUMARK COMPANIES LLC
TRUMARK COMPANIES LLC 401(K) PLAN
$20.2M · 295 participants
NORTHEAST REMSCO CONSTRUCTION INC.
NORTHEAST REMSCO CONSTRUCTION INC. 401(K) PLAN
$20.5M · 116 participants
ELLIOTT HOMES, INC.
H.C. ELLIOTT, INC. PROFIT SHARING PLAN
$20.6M · 91 participants
SLETTEN, INC.
SLETTEN, INC. 401(K) PROFIT SHARING PLAN & TRUST
$20.6M · 370 participants
FORRESTER CONSTRUCTION COMPANY
FORRESTER CONSTRUCTION COMPANY 401(K) PLAN
$20.1M · 52 participants
AMERICAS HOME PLACE, INC.
AMERICAS HOME PLACE, INC. PROFIT SHARING PLAN
$20.7M · 546 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B