OpenERISA

The Caldwell Group, INC.

Rockford, IL, 61109

EIN 36-2896884
Plans
3
Total participants
1,552
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
333900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001The Caldwell Group, INC. Retirement Savings Plan143
2024Form 5500501The Caldwell Group Benefit Plan160
2023Form 5500-SF001The Caldwell Group, INC. Retirement Savings Plan117
2023Form 5500002Caldwell Group Employee Stock Ownership Plan0
2023Form 5500501The Caldwell Group Benefit Plan128
2022Form 5500001The Caldwell Group, INC. Retirement Savings Plan113
2022Form 5500002Caldwell Group Employee Stock Ownership Plan78
2022Form 5500501The Caldwell Group Benefit Plan120
2021Form 5500001The Caldwell Group, INC. Retirement Savings Plan106
2021Form 5500002Caldwell Group Employee Stock Ownership Plan88
2021Form 5500501The Caldwell Group, INC. Employee Benefit Plan172
2020Form 5500001The Caldwell Group, INC. Retirement Savings Plan97
2020Form 5500002Caldwell Group Employee Stock Ownership Plan81
2020Form 5500501The Caldwell Group, INC. Employee Benefit Plan149

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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