Le Mars, 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, Le Mars, IA has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $409,168,569 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $409,168,569
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $409,168,569
Contributions & income
- Employer contributions
- $14,198,334
- Participant contributions
- $21,274,210
- Total income / additions
- $97,169,979
Expenses & distributions
- Benefits paid / distributions
- $34,831,090
- Total expenses
- $35,366,681
- Net increase / (decrease)
- $61,803,298
Coverage
- Total reported participants
- 11,045
- Plans with financial statements
- 4
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Le Mars, 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 |
|---|---|---|---|
| Wells Enterprises, Inc. 401(K) Plan | Wells Enterprises, Inc. | $396,184,239 | 2023 |
| Nor-Am 401(K) Plan And Trust | Nor-Am, Inc. | $11,227,615 | 2023 |
| Plymouth Life 401(K) & Profit Sharing Plan | Plymouth Life, Incorporated Dba The Pride Group | $1,750,504 | 2023 |
| Jdr Enterprises, Inc. 401(K) Profit Sharing Plan | Jdr Enterprises, Inc. | $6,211 | 2023 |
| Wells Enterprises, Inc. And Its Subsidiaries Comprehensive Welfare Benefit Plan | Wells Enterprises, Inc. | not reported in the loaded dataset | 2023 |
| Wells Enterprises, Inc. Hra Plan | Wells Enterprises, Inc. | not reported in the loaded dataset | 2023 |
| Nor-Am Cold Storage Welfare Benefit Plan | Nor-Am Cold Storage Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Le Mars → · Le Mars plans by participants → · Le Mars plans with financial data → · Le Mars plans with provider compensation → · $1B+ plans in Le Mars →
Related Form 5500 pages
- All IA Form 5500 filings
- Wells Enterprises, Inc. 401(K) Plan (plan 002)
- Wells Enterprises, Inc. — all reported plans
- Nor-Am 401(K) Plan And Trust (plan 001)
- Nor-Am, Inc. — all reported plans
- Plymouth Life 401(K) & Profit Sharing Plan (plan 001)
- Plymouth Life, Incorporated Dba The Pride Group — all reported plans
- Jdr Enterprises, Inc. 401(K) Profit Sharing Plan (plan 001)
- Jdr Enterprises, Inc. — all reported plans
- Wells Enterprises, Inc. And Its Subsidiaries Comprehensive Welfare Benefit Plan (plan 525)
- Wells Enterprises, Inc. Hra Plan (plan 508)
- Nor-Am Cold Storage Welfare Benefit Plan (plan 501)
- Methodology
- Data sources