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Employer · plans filed under one EIN

Medela LLC

McHenry, IL · Wholesale trade

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$132Mnet assets across plans
1,168participant records846 active
$5.0Memployer contributions, latest plan years$5,859 per active record
$349KSchedule C compensation to organisations$298.75 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Medela LLC's employer identification number (McHenry, Illinois). Their latest filings total 1,168 participant records and $132M in net assets.

The largest is Medela LLC 401(k) Savings Plan, a 401(k) plan with 618 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $5.0M and participant contributions $3.3M in the latest plan years; benefits paid were $13.5M. Schedule C compensation reported to service provider organisations totalled $349K.

Combined net assets moved from $35.6M in 2009 to $132M in 2024 (up 272%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Medela LLC 401(k) Savings Plan401(k) plan2024618$71.8M$116,256$3,416$118K
Medela LLC Employees Pension Planmoney purchase plan2024550$60.4M$109,806$8,635$231K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $35.6M2010: $42.6M2011: $44.0M2012: $51.6M2013: $66.3M2014: $74.9M2015: $77.3M2016: $85.8M2017: $104M2018: $101M2019: $121M2020: $127M2021: $139M2022: $108M2023: $121M2024: $132M$35.6M$139M$132M20092012201620202024
Combined net assets
2009: 7552010: 8432011: 1,0052012: 1,1162013: 1,1912014: 1,3362015: 1,3692016: 1,4992017: 1,5312018: 1,5222019: 1,4312020: 1,3712021: 1,2752022: 1,2552023: 1,1962024: 1,1687551,5311,16820092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202421,168$132M$5.0M$3.3M
202321,196$121M$5.5M$3.6M
202221,255$108M$5.2M$3.8M
202121,275$139M$5.1M$3.7M
202021,371$127M$6.3M$4.1M
201921,431$121M$6.5M$4.0M
201821,522$101M$6.1M$3.7M
201721,531$104M$6.3M$3.7M
201621,499$85.8M$5.9M$3.3M
201521,369$77.3M$5.3M$3.1M
201421,336$74.9M$5.0M$2.8M
201321,191$66.3M$4.6M$2.5M
201221,116$51.6M$3.6M$2.1M
201121,005$44.0M$3.4M$2.0M
20102843$42.6M$3.1M$1.8M
20092755$35.6M$2.9M$1.8M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Embree Financial GroupInvestment advisory (plan); Investment management; Named fiduciary1$231,359
Principal Life Insurance CompanyContract Administrator; Participant loan processing1$92,577
Hunter Benefits Consulting GroupOther services1$25,000

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Embree Financial Group$231K
Principal Life Insurance Company$93K
Hunter Benefits Consulting Group$25K

Questions and answers

How many retirement plans does Medela LLC have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Medela LLC 401(k) Savings Plan and Medela LLC Employees Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Medela LLC contribute to its plans?

$4,956,455 in employer contributions across these plans in their latest plan years, about $5,859 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Embree Financial Group, Principal Life Insurance Company and Hunter Benefits Consulting Group. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.