Plan5500

Clinton, 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, Clinton, IA has 18 loaded benefit plan(s) reported by 16 plan sponsor(s), with $90,911,120 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
18
Plan sponsors
16
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$90.2MSummed across loaded plans$90,200,777
Total reported assets$90.9M$90,911,120
Total reported participants2.4K2,383
Total reported liabilities$710.3K$710,343

Reported net position

Reported assets = net assets + liabilities (summed)$90.9M total assets
Net assets$90.2MLiabilities$710.3K
Contributions & income
Employer contributions$1.8M
Participant contributions$3.2M
Total income / additions$18.4M
Expenses & distributions
Benefits paid / distributions$6.2M
Total expenses$6.4M
Net increase / (decrease)$12M

Data coverage

Plans with financial statements15 / 18 (83%)
Plans with provider compensation2 / 18 (11%)

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

Clinton market comparison

Largest plan share of assets46%Custom-Pak, Inc. Employees 401(K) Retirement Plan
Participants per plan132Average across loaded plans
Plan sponsors16
Ranked by reported assets

Largest loaded plans in Clinton

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

  1. 1
    Custom-Pak, Inc. Employees 401(K) Retirement Plan$41.6M
    Custom-Pak, Inc. · 2023
  2. 2
    Clysar, LLC 401(K) Plan$26.7M
    Clysar, LLC · 2023
  3. 3
    Randall Schmitt Dds Pc Profit Sharing Plan$5.9M
    Randall E Schmitt, Dds, Pc · 2023
  4. 4
    Nelsoncorp Wealth Management 401(K) Plan$3.9M
    Nelsoncorp Wealth Management · 2023
  5. 5
    Citizens First Bank 401(K) Plan$3.3M
    Citizens First Bank · 2023
  6. 6
    Clinton Decoy Co., Ltd. 401(K) Savings Plan$2.9M
    Clinton Decoy Co., Ltd. · 2023
  7. 7
    Robert J Mcgee Profit Sharing Plan$2.2M
    Robert J Mc Gee P C · 2023
  8. 8
    Snell-Zornig Funeral Homes, Inc. Esop$1.5M
    Snell-Zornig Funeral Homes, Inc. · 2023
  9. 9
    Adcraft Printwear Co., Inc. Employees' 401(K) Plan$983.3K
    Adcraft Printwear Co., Inc. · 2023
  10. 10
    Collis Toolholder Corporation 401(K) Profit Sharing Plan$670.1K
    Collis Toolholder Corporation · 2023
  11. 11
    Pathway Living Center, Inc. 401(K) Plan$608.5K
    Pathway Living Center, Inc. · 2023
  12. 12
    Employee Benefits Plan Of Womens Health Services Of Eastern Iowa Inc$495.4K
    Womens Health Serv Of Eastern · 2023
  13. 13
    Abstract & Title Guaranty Co. 401(K) Profit Sharing Plan$266K
    Abstract & Title Guaranty Co · 2023
  14. 14
    Sarah Harding 401(K) Plan$44.7K
    Sarah Harding Home For The Aged Incorporated · 2023
  15. 15
    Banks, Inc Employees 401(K) Plan$20.1K
    Banks, Inc. · 2023
  16. 16
    Custom-Pak, Incnot reported in the loaded dataset
    Custom-Pak, Inc. · 2023
  17. 17
    Mft-Ckf, Inc. Health And Welfare Plannot reported in the loaded dataset
    Mft-Ckf, Inc. · 2023
  18. 18
    Clysar, LLC Employee Welfare Benefit Plannot reported in the loaded dataset
    Brant Carius · 2023

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

Related Form 5500 pages