Boone, 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, Boone, IA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $388,854,200 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $388,854,200
- Total reported liabilities (EOY)
- $1,759,509
- Total reported net assets (EOY)
- $387,094,691
Contributions & income
- Employer contributions
- $24,320,789
- Participant contributions
- $29,374,950
- Total income / additions
- $112,420,693
Expenses & distributions
- Benefits paid / distributions
- $52,547,448
- Total expenses
- $54,760,040
- Net increase / (decrease)
- $57,660,653
Coverage
- Total reported participants
- 9,776
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Boone, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Fareway Stores, Inc. 401(K) Profit Sharing Plan | Fareway Stores, Inc. | $359,841,495 | 2023 |
| Mid-States Steel Corporation Employee Stock Ownership Plan | Mid-States Steel Corporation | $17,120,687 | 2023 |
| Visionbank 401(K) Plan | Visionbank | $10,132,509 | 2023 |
| Fareway Stores, Inc. Group Insurance Benefits Plan | Fareway Stores, Inc. | $1,759,509 | 2023 |
| Eastern Star Masonic Home Health & Welfare Benefit Plan | Eastern Star Masonic Home | not reported in the loaded dataset | 2023 |
Largest plans in Boone → · Boone plans by participants → · Boone plans with financial data → · Boone plans with provider compensation → · $1B+ plans in Boone →
Related Form 5500 pages
- All IA Form 5500 filings
- Fareway Stores, Inc. 401(K) Profit Sharing Plan (plan 002)
- Fareway Stores, Inc. — all reported plans
- Mid-States Steel Corporation Employee Stock Ownership Plan (plan 003)
- Mid-States Steel Corporation — all reported plans
- Visionbank 401(K) Plan (plan 001)
- Visionbank — all reported plans
- Fareway Stores, Inc. Group Insurance Benefits Plan (plan 504)
- Eastern Star Masonic Home Health & Welfare Benefit Plan (plan 502)
- Eastern Star Masonic Home — all reported plans
- Methodology
- Data sources