Back to filter
Original filing (PDF)20251015154458NAL0002688499001
IPSEN, INC.
Form 5500
FILING_RECEIVED
IPSEN INC. EMPLOYEE PENSION PLAN
Defined-benefit pension plan
Signals · 1
37% in single holding
Active participants
25
Accounts w/ balance
—
Plan assets (EOY)
$12.0M
Net assets (EOY)
$12.0M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
100
Concentration risk
81
Total plan cost
100
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Vanguard Long-Term Bond ETF" is 37% of plan.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IPSEN, INC..
Plan sponsor
Name
IPSEN, INC.
EIN
36-4108317
Address
984 IPSEN RD · CHERRY VALLEY, IL · 61016
Phone
(815) 332-4941
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL CUSTODY SOLUTIONS | — | WACO, TX | NONE | $23K | — |
Investments
18 direct securities· $12.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Long-Term Bond ETF | — | — | $4.8M | $4.5M | 37.0% | |
| Vanguard Intermediate-Term C | — | — | $2.0M | $2.0M | 16.4% | |
| Lord Abbett Short Duration Income, Class I | — | — | $988K | $991K | 8.2% | |
| Vanguard Short-Term Corporate Bond EFT | — | — | $984K | $976K | 8.1% | |
| SPDR S&P 500 ETF | — | — | $478K | $590K | 4.9% | |
| Pimco Income Institutional | — | — | $561K | $557K | 4.6% | |
| DoubleLine Funds Total Return Bond, Class I | — | — | $544K | $535K | 4.4% | |
| Vanguard Russell 1000 Growth | — | — | $332K | $451K | 3.7% | |
| Vanguard Russell 1000 Value | — | — | $333K | $375K | 3.1% | |
| Oakmark International Fund | — | — | $244K | $228K | 1.9% | |
| American Funds Europacific Growth R6 | — | — | $216K | $212K | 1.8% | |
| Principal Cash, interest-bearing, collateralized institutional bank deposit | — | — | $143K | $143K | 1.2% | |
| JPMorgan Funds Mid-Cap Value, Class L | — | — | $128K | $130K | 1.1% | |
| BlackRock iShares Russell Mid-Cap Growth ETF | — | — | $103K | $125K | 1.0% | |
| Lazard Funds Emerging Markets Equity Institutional | — | — | $98K | $102K | 0.9% | |
| BlackRock iShares Core MSCI Emerging EFT | — | — | $79K | $81K | 0.7% | |
| BlackRock iShares Russell 2000 Value ETF | — | — | $50K | $53K | 0.4% | |
| BlackRock iShares Russell 2000 Growth ETF | — | — | $40K | $46K | 0.4% |
Related plans
Other plans using PRINCIPAL CUSTODY SOLUTIONS
QUAD/GRAPHICS, INC.
QUAD/GRAPHICS MASTER TRUST
$2.1B
BOARD OF TRUSTEES, NYSA-ILA PENSION TRUST FUND AND PLAN
NYSA-ILA PENSION TRUST FUND & PLAN
$1.4B · 4,332 participants
HANFORD PENSION & SAVINGS PLANS COMMITTEE
HANFORD MULTI-EMPLOYER PENSION PLAN
$1.2B · 1,310 participants
BOARD OF TRUSTEES RETIREMENT PLAN FOR HOSPITAL EMPLOYEES
RETIREMENT PLAN FOR HOSPITAL EMPLOYEES
$1.2B · 2,043 participants
EVAPCO, INC.
EVAPCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$1.1B · 1,968 participants
BOARD OF TRUSTEES I.A.T.S.E. NATIONAL PENSION FUND
I. A. T. S. E. NATIONAL PENSION FUND
$673.2M · 15,401 participants
Similar-size Manufacturing plans
KAPP TECHNOLOGIES L.P.
KAPP TECHNOLOGIES L.P. 401(K) SAVINGS AND RETIREMENT PLAN
$12.0M · 35 participants
KATAHDIN INDUSTRIES, INC
KATAHDIN INDUSTRIES, INC 401K PROFIT SHARING PLAN & TRUST
$12.1M · 205 participants
CMG, INC.
CMG, INC. RETIREMENT SAVINGS PLAN
$12.1M · 114 participants
METALPLATE GALVANIZING, INC.
METALPLATE GALVANIZING, L.P. EMPLOYEE SAVINGS PLAN
$12.2M · 482 participants
INOPEX MANAGEMENT SERVICES, INC.
INOPEX MANAGEMENT SERVICES, INC.
$11.8M · 203 participants
ARROW FINISHING, INC
ARROW FINISHING, INC 401(K) PLAN
$12.3M · 123 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