Altoona, IA 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, Altoona, IA has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $103,544,823 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
7
Latest filing year
2023

What stands out in Altoona

  • 9 loaded plans hold $103.5M in reported assets across 7 sponsors.
  • The largest, Prairie Meadows Racetrack & Casino Employee 401(K) Savings Plan, holds 79% of reported Altoona plan assets.
  • Plans cover 3,376 participants — about 375 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$103.5MSummed across loaded plans$103,544,823
Total reported assets$103.5M$103,544,823
Total reported participants3.4K3,376
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$103.5M total assets
Net assets$103.5MLiabilities$0
Contributions & income
Employer contributions$5.3M
Participant contributions$6.1M
Total income / additions$32M
Expenses & distributions
Benefits paid / distributions$43.8M
Total expenses$44.2M
Net increase / (decrease)-$12.2M

Data coverage

Plans with financial statements6 / 9 (67%)
Plans with provider compensation3 / 9 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Altoona, IA 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

Altoona market comparison

Largest plan share of assets79%Prairie Meadows Racetrack & Casino Employee 401(K) Savings Plan
Participants per plan375Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Altoona

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

  1. 1
    Prairie Meadows Racetrack & Casino, Inc. · 2023
  2. 2
  3. 3
    Balance Autism · 2023
  4. 4
    C&H Corp · 2023
  5. 5
    Dpw Services, Inc. · 2023
  6. 6
    Troncin Design One Inc. Retirement Plan · 2023
  7. 7
    Homestead Autism Services Flexible Benefits Programnot reported in the loaded dataset
    Balance Autism · 2023
  8. 8
    Trivista Companies, Inc. · 2023
  9. 9
    Prairie Meadows Racetrack And Casinonot reported in the loaded dataset
    Prairie Meadows Racetrack And Casino · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Altoona, IA?
9 plan(s) reported by 7 sponsor(s) are loaded for Altoona, IA.

Related Form 5500 pages