Plan5500

Wheatridge, 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, Wheatridge, CO has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $875,786 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Wheatridge

  • 2 loaded plans hold $875.8K in reported assets across 2 sponsors.
  • The largest, Dakota Tide, Inc. Profit Sharing Plan, holds 100% of reported Wheatridge plan assets.
  • Plans cover 105 participants — about 53 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$875.8KSummed across loaded plans$875,786
Total reported assets$875.8K$875,786
Total reported participants105
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$875.8K total assets
Net assets$875.8KLiabilities—
Contributions & income
Total income / additions$521.6K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$521.6K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wheatridge, 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.

Computed from loaded plans

Wheatridge market comparison

Largest plan share of assets100%Dakota Tide, Inc. Profit Sharing Plan
Participants per plan53Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Wheatridge

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Dakota Tide, Inc. Profit Sharing Plan$875.8K
    Dakota Tide, Inc. · 2023
  2. 2
    Hukari Ascendant, Inc Welfare Benefit Plannot reported in the loaded dataset
    Hukariascendent, Inc. · 2023

Largest plans in Wheatridge → · Wheatridge plans by participants → · Wheatridge plans with financial data → · Wheatridge plans with provider compensation → · $1B+ plans in Wheatridge →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Wheatridge, CO?
2 plan(s) reported by 2 sponsor(s) are loaded for Wheatridge, CO.

Related Form 5500 pages