Mason City, 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, Mason City, IA has 22 loaded benefit plan(s) reported by 10 plan sponsor(s), with $301,202,310 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 22
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $301,202,310
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $301,202,310
Contributions & income
- Employer contributions
- $5,046,791
- Participant contributions
- $5,562,741
- Total income / additions
- $63,868,162
Expenses & distributions
- Benefits paid / distributions
- $17,209,627
- Total expenses
- $17,552,128
- Net increase / (decrease)
- $46,316,034
Coverage
- Total reported participants
- 4,007
- Plans with financial statements
- 10
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mason City, 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 |
|---|---|---|---|
| Mason City Clinic, P.C. 401(K) Profit Sharing Plan And Trust | Mason City Clinic, P.C. | $157,423,952 | 2023 |
| First Citizens Bank Corp. 401(K) Savings Plan | First Citizens Bank Corp. | $35,494,385 | 2023 |
| First Citizens Financial Corp Employee Stock Ownership Plan | First Citizens Financial Corp | $33,864,899 | 2023 |
| Whks & Co. Savings Plan | Whks & Co | $20,180,062 | 2023 |
| Metalcraft, Inc.Employee Stock Ownership Plan | Metalcraft, Inc | $14,770,705 | 2023 |
| Metalcraft, Inc. Employees' Profit Sharing And Savings Plan | Metalcraft, Inc. | $11,101,158 | 2023 |
| Woodharbor 401(K) Retirement Plan | Woodharbor Molding & Millworks, Inc. | $9,272,192 | 2023 |
| Pappajohn, Shriver, Eide & Nielsen P.C. Profit Sharing Plan | Pappajohn, Shriver, Eide & Nielsen P.C. | $7,795,576 | 2023 |
| Prairie Ridge Integrated Behavioral Healthcare 401(K) Profit Sharing Plan | Prairie Ridge Integrated Behavioral Healthcare | $6,906,740 | 2023 |
| Stoney Creek 401k) Plan | Stoney Creek Hospitality Corporation | $4,392,641 | 2023 |
| Whks Employee Benefits Plan | Whks & Co. | not reported in the loaded dataset | 2023 |
| North Iowa Community Action Organization Flexible Benefits Plan | North Iowa Community Action Organ. | not reported in the loaded dataset | 2023 |
| Mason City Clinic Pc - Long Term Disability | Mason City Clinic Pc | not reported in the loaded dataset | 2023 |
| Mason City Clinic -Life Ad&D | Mason City Clinic - Life Ad&D | not reported in the loaded dataset | 2023 |
| Mason City Clinic-Short Term Disability | Mason City Clinic Pc | not reported in the loaded dataset | 2023 |
| Mason City Clinic Pc - Long Term Care | Mason City Clinic Pc | not reported in the loaded dataset | 2023 |
| Mason City Clinic - Vision | Mason City Clinic Pc | not reported in the loaded dataset | 2023 |
| Metalcraft, Inc. Health And Welfare Benefits Plan | Metalcraft, Inc. | not reported in the loaded dataset | 2023 |
| First Citizens Bank Long Term Disability Plan | First Citizens Bank | not reported in the loaded dataset | 2023 |
| Mason City Clinic-Dental | Mason City Clinic Pc | not reported in the loaded dataset | 2023 |
| Woodharbor Molding & Millworks, Inc. Employee Benefits Plan | Woodharbor Molding & Millworks, LLC | not reported in the loaded dataset | 2023 |
| Mason City Clinic-Health | Mason City Clinic Pc | not reported in the loaded dataset | 2023 |
Largest plans in Mason City → · Mason City plans by participants → · Mason City plans with financial data → · Mason City plans with provider compensation → · $1B+ plans in Mason City →
Related Form 5500 pages
- All IA Form 5500 filings
- Mason City Clinic, P.C. 401(K) Profit Sharing Plan And Trust (plan 002)
- Mason City Clinic, P.C. — all reported plans
- First Citizens Bank Corp. 401(K) Savings Plan (plan 004)
- First Citizens Bank Corp. — all reported plans
- First Citizens Financial Corp Employee Stock Ownership Plan (plan 003)
- Whks & Co. Savings Plan (plan 001)
- Whks & Co — all reported plans
- Metalcraft, Inc.Employee Stock Ownership Plan (plan 002)
- Metalcraft, Inc — all reported plans
- Metalcraft, Inc. Employees' Profit Sharing And Savings Plan (plan 001)
- Woodharbor 401(K) Retirement Plan (plan 001)
- Woodharbor Molding & Millworks, Inc. — all reported plans
- Pappajohn, Shriver, Eide & Nielsen P.C. Profit Sharing Plan (plan 001)
- Pappajohn, Shriver, Eide & Nielsen P.C. — all reported plans
- Prairie Ridge Integrated Behavioral Healthcare 401(K) Profit Sharing Plan (plan 001)
- Prairie Ridge Integrated Behavioral Healthcare — all reported plans
- Stoney Creek 401k) Plan (plan 001)
- Stoney Creek Hospitality Corporation — all reported plans
- Whks Employee Benefits Plan (plan 501)
- North Iowa Community Action Organization Flexible Benefits Plan (plan 501)
- North Iowa Community Action Organ. — all reported plans
- Mason City Clinic Pc - Long Term Disability (plan 502)
- Mason City Clinic -Life Ad&D (plan 503)
- Mason City Clinic-Short Term Disability (plan 504)
- Methodology
- Data sources