Eldridge, 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, Eldridge, IA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $55,726,960 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $55,726,960
- Total reported liabilities (EOY)
- $8,957
- Total reported net assets (EOY)
- $55,718,003
Contributions & income
- Employer contributions
- $1,678,233
- Participant contributions
- $1,961,394
- Total income / additions
- $10,729,094
Expenses & distributions
- Benefits paid / distributions
- $5,986,022
- Total expenses
- $6,076,985
- Net increase / (decrease)
- $4,652,109
Coverage
- Total reported participants
- 997
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Eldridge, 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 |
|---|---|---|---|
| The Restated Thrift/Profit Sharing Plan For Cooperatives | River Valley Cooperative | $41,990,910 | 2023 |
| The Restated Noncontributory Retirement Plan For Cooperatives | River Valley Cooperative | $13,736,050 | 2023 |
| Lewis Machine And Tool Co. Employee Benefits Plan | Lewis Machine And Tool Co. | not reported in the loaded dataset | 2023 |
Largest plans in Eldridge → · Eldridge plans by participants → · Eldridge plans with financial data → · Eldridge plans with provider compensation → · $1B+ plans in Eldridge →
Related Form 5500 pages
- All IA Form 5500 filings
- The Restated Thrift/Profit Sharing Plan For Cooperatives (plan 040)
- River Valley Cooperative — all reported plans
- The Restated Noncontributory Retirement Plan For Cooperatives (plan 020)
- Lewis Machine And Tool Co. Employee Benefits Plan (plan 501)
- Lewis Machine And Tool Co. — all reported plans
- Methodology
- Data sources