Pueblo, CO Form 5500 retirement and benefit plan filings
City Form 5500 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, Pueblo, CO has 43 loaded benefit plan(s) reported by 29 plan sponsor(s), with $459,300,750 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 43
- Plan sponsors
- 29
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $459,300,750
- Total reported liabilities (EOY)
- $68,915
- Total reported net assets (EOY)
- $458,940,232
Contributions & income
- Employer contributions
- $9,024,717
- Participant contributions
- $25,026,995
- Total income / additions
- $102,490,225
Expenses & distributions
- Benefits paid / distributions
- $60,980,878
- Total expenses
- $63,131,583
- Net increase / (decrease)
- $39,358,642
Coverage
- Total reported participants
- 25,162
- Plans with financial statements
- 25
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pueblo, CO plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Parkview Medical Center, Inc. Savings Plan | Parkview Medical Center, Inc. | $276,319,716 | 2023 |
| Cs Wind America 401(K) Plan | Cs Wind America, Inc. | $28,291,973 | 2023 |
| Cf&I Retirees' Voluntary Employee Beneficiary Association Trust | Cf&I Retirees Voluntary Employee Beneficiary Association Trust | $28,182,265 | 2023 |
| Pueblo Community Health Center, Inc. Employer Contribution Plan | Pueblo Community Health Center, Inc. | $25,164,438 | 2023 |
| Spanish Peaks Healthcare Systems 403(B) Plan | Spanish Peaks Healthcare Systems | $18,306,816 | 2023 |
| Mcpherson Goodrich Paolucci & Mihelich Profit Sharing Plan | Mcpherson, Goodrich, Paolucci & Mihelich, Pc | $12,641,001 | 2023 |
| Rocky Mountain Eye Center, Inc. 401(K) Profit Sharing Plan | Rocky Mountain Eye Center, Inc. | $11,989,384 | 2023 |
| Northwest Airlines Section 1114 Veba Trust | Northwest Airlines Section 1114 Veba Trust Retiree Committee | $11,215,660 | 2023 |
| Pueblo Bank & Trust Company 401(K) Plan & Trust | The Pueblo Bank & Trust Company | $9,604,154 | 2023 |
| Big R 401(K) Plan | Big R Holdings, Inc. | $5,813,178 | 2023 |
| Thunderbird Mining Company Retiree Health And Welfare Plan | Thunderbird Retirees, Inc. | $5,498,676 | 2023 |
| Pueblo Pulmonary Associates Profit Sharing Plan | Pueblo Pulmonary Associates, Professional Llp | $5,319,150 | 2023 |
| Sangre De Cristo Hospice & Palliative Care 403(B) Retirement Plan | Sangre De Cristo Hospice & Palliative Care | $3,792,603 | 2023 |
| Altman, Keilbach, Lytle, Parlapiano & Ware Pc Profit Sharing Plan | Altman, Keilbach, Lytle, Parlapiano & Ware Pc | $3,699,063 | 2023 |
| Physician Anesthesia Of Pueblo, P.C. Profit Sharing Plan | Physician Anesthesia Of Pueblo,Pc | $3,371,818 | 2023 |
| Western Group, Inc. 401(K) Plan | Western Group, Inc. | $2,312,332 | 2023 |
| Crossroads' Turning Points, Inc. 401(K) Retirement Plan | Crossroads' Turning Points, Inc. | $1,975,405 | 2023 |
| Ron Concialdi Dds Pc Employees Profit Sharing Plan | Ron Concialdi Pc | $1,455,229 | 2023 |
| Colorado Bluesky Enterprises Custom 401(K) Plan And Trust | Colorado Bluesky Enterprises | $1,409,723 | 2023 |
| St Charles Mesa Water District Money Purchase Plan And Trust | St Charles Mesa Water District | $1,065,373 | 2023 |
| Samaras And Associates, Inc. 401(K) Plan | Samaras And Associates, Inc. | $637,148 | 2023 |
| Arant Inc. 401(K) Plan | Arant, Inc. | $621,055 | 2023 |
| Shisler, Inc. 401(K) Plan | Shisler, Inc. | $506,674 | 2023 |
| Jwac Corporation 401(K) Profit Sharing Plan | Jwac Corporation | $107,916 | 2023 |
| Schmidt Mccormack & Associates Inc Employees' 401(K) Profit Sharing Plan | Schmidt Mccormack & Associates, Inc | $0 | 2023 |
Largest plans in Pueblo → · Pueblo plans by participants → · Pueblo plans with financial data → · Pueblo plans with provider compensation → · $1B+ plans in Pueblo →
Related Form 5500 pages
- All CO Form 5500 filings
- Parkview Medical Center, Inc. Savings Plan (plan 002)
- Parkview Medical Center, Inc. — all reported plans
- Cs Wind America 401(K) Plan (plan 001)
- Cs Wind America, Inc. — all reported plans
- Cf&I Retirees' Voluntary Employee Beneficiary Association Trust (plan 501)
- Cf&I Retirees Voluntary Employee Beneficiary Association Trust — all reported plans
- Pueblo Community Health Center, Inc. Employer Contribution Plan (plan 001)
- Pueblo Community Health Center, Inc. — all reported plans
- Spanish Peaks Healthcare Systems 403(B) Plan (plan 001)
- Spanish Peaks Healthcare Systems — all reported plans
- Mcpherson Goodrich Paolucci & Mihelich Profit Sharing Plan (plan 002)
- Mcpherson, Goodrich, Paolucci & Mihelich, Pc — all reported plans
- Rocky Mountain Eye Center, Inc. 401(K) Profit Sharing Plan (plan 002)
- Rocky Mountain Eye Center, Inc. — all reported plans
- Northwest Airlines Section 1114 Veba Trust (plan 501)
- Northwest Airlines Section 1114 Veba Trust Retiree Committee — all reported plans
- Pueblo Bank & Trust Company 401(K) Plan & Trust (plan 003)
- The Pueblo Bank & Trust Company — all reported plans
- Big R 401(K) Plan (plan 001)
- Big R Holdings, Inc. — all reported plans
- Thunderbird Mining Company Retiree Health And Welfare Plan (plan 501)
- Thunderbird Retirees, Inc. — all reported plans
- Pueblo Pulmonary Associates Profit Sharing Plan (plan 001)
- Pueblo Pulmonary Associates, Professional Llp — all reported plans
- Sangre De Cristo Hospice & Palliative Care 403(B) Retirement Plan (plan 001)
- Sangre De Cristo Hospice & Palliative Care — all reported plans
- Altman, Keilbach, Lytle, Parlapiano & Ware Pc Profit Sharing Plan (plan 001)
- Altman, Keilbach, Lytle, Parlapiano & Ware Pc — all reported plans
- Physician Anesthesia Of Pueblo, P.C. Profit Sharing Plan (plan 002)
- Physician Anesthesia Of Pueblo,Pc — all reported plans
- Methodology
- Data sources