Burlington, 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, Burlington, IA has 20 loaded benefit plan(s) reported by 12 plan sponsor(s), with $173,060,902 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 20
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $173,060,902
- Total reported liabilities (EOY)
- $94,094
- Total reported net assets (EOY)
- $172,966,808
Contributions & income
- Employer contributions
- $6,787,849
- Participant contributions
- $5,537,114
- Total income / additions
- $40,150,750
Expenses & distributions
- Benefits paid / distributions
- $20,107,749
- Total expenses
- $20,476,526
- Net increase / (decrease)
- $19,674,224
Coverage
- Total reported participants
- 4,353
- Plans with financial statements
- 12
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Burlington, 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 |
|---|---|---|---|
| Ibew Local 13 Retirement Plan | Ibew Local No. 13 & Southeast Iowa Div.Of Neca Joint Board Of Trustee | $52,715,801 | 2023 |
| Winegard Company Profit Sharing & 401(K) Plan | Winegard Company | $28,188,563 | 2023 |
| Carl A. Nelson & Company 401(K) Plan | Carl A. Nelson & Company | $24,461,119 | 2023 |
| Two Rivers Financial Group 401(K) Profit Sharing Plan | Two Rivers Financial Group Inc. | $23,451,916 | 2023 |
| 403b Thrift Plan Of Community Health Centers Of Southeastern Iowa, Inc. | Community Health Centers Of Southeastern Iowa, Inc. | $13,683,551 | 2023 |
| Bmr Employees 401(K) Plan | Brockway Mechanical & Roofing Co. | $13,262,030 | 2023 |
| Great River Entertainment, LLC 401(K) Profit Sharing Plan | Great River Entertainment, LLC | $9,108,959 | 2023 |
| Two Rivers Financial Group Employee Stock Ownership Plan | Two Rivers Financial Group, Inc. | $3,965,307 | 2023 |
| Industrial Services Corp. Employee 401(K) Plan | Northwestern Plastics, Ltd. Dba Industrial Services Corp. | $3,963,897 | 2023 |
| Kaker Corp. Retirement Plan | Kaker Corp. | $259,759 | 2023 |
| Hope Haven Area Dvlpt Center Corporation 401k & Revenue Shrg Plan | Hope Haven Area Development Center Corporation | $0 | 2023 |
| Reif Oil Co., Inc. 401(K) Profit Sharing Plan And Trust | Reif Oil Co., Inc. | $0 | 2023 |
| Hope Haven Area Development Center Corporation Employee Health & Insurances | Hope Haven Area Development Center Center Corporation | not reported in the loaded dataset | 2023 |
| Northwestern Plastics Ltd Life Insurance Plan | Northwestern Plastics Ltd | not reported in the loaded dataset | 2023 |
| Two Rivers Financial Group, Inc. Dental Plan | Two Rivers Financial Group Inc. | not reported in the loaded dataset | 2023 |
| Two Rivers Financial Group, Inc. Group Term Life Insurance | Two Rivers Financial Group Inc. | not reported in the loaded dataset | 2023 |
| Two Rivers Financial Group, Inc. Vision Plan | Two Rivers Financial Group Inc. | not reported in the loaded dataset | 2023 |
| Catfish Bend Casinos Flex Benefit Plan | Catfish Bend Casinos LLC | not reported in the loaded dataset | 2023 |
| Winegard Company Group Insurance & Flexible Benefit Plan | Winegard Company | not reported in the loaded dataset | 2023 |
| Brockway Mechanical And Roofing Health And Welfare Benefit Plan | Brockway Mechanical And Roofing | not reported in the loaded dataset | 2023 |
Largest plans in Burlington → · Burlington plans by participants → · Burlington plans with financial data → · Burlington plans with provider compensation → · $1B+ plans in Burlington →
Related Form 5500 pages
- All IA Form 5500 filings
- Ibew Local 13 Retirement Plan (plan 001)
- Ibew Local No. 13 & Southeast Iowa Div.Of Neca Joint Board Of Trustee — all reported plans
- Winegard Company Profit Sharing & 401(K) Plan (plan 001)
- Winegard Company — all reported plans
- Carl A. Nelson & Company 401(K) Plan (plan 001)
- Carl A. Nelson & Company — all reported plans
- Two Rivers Financial Group 401(K) Profit Sharing Plan (plan 002)
- Two Rivers Financial Group Inc. — all reported plans
- 403b Thrift Plan Of Community Health Centers Of Southeastern Iowa, Inc. (plan 001)
- Community Health Centers Of Southeastern Iowa, Inc. — all reported plans
- Bmr Employees 401(K) Plan (plan 001)
- Brockway Mechanical & Roofing Co. — all reported plans
- Great River Entertainment, LLC 401(K) Profit Sharing Plan (plan 001)
- Great River Entertainment, LLC — all reported plans
- Two Rivers Financial Group Employee Stock Ownership Plan (plan 001)
- Industrial Services Corp. Employee 401(K) Plan (plan 001)
- Northwestern Plastics, Ltd. Dba Industrial Services Corp. — all reported plans
- Kaker Corp. Retirement Plan (plan 001)
- Kaker Corp. — all reported plans
- Hope Haven Area Dvlpt Center Corporation 401k & Revenue Shrg Plan (plan 002)
- Hope Haven Area Development Center Corporation — all reported plans
- Reif Oil Co., Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Reif Oil Co., Inc. — all reported plans
- Hope Haven Area Development Center Corporation Employee Health & Insurances (plan 501)
- Northwestern Plastics Ltd Life Insurance Plan (plan 501)
- Two Rivers Financial Group, Inc. Dental Plan (plan 501)
- Methodology
- Data sources