New Hampton, 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, New Hampton, IA has 13 loaded benefit plan(s) reported by 6 plan sponsor(s), with $193,040,897 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $193,040,897
- Total reported liabilities (EOY)
- $100,983
- Total reported net assets (EOY)
- $192,939,914
Contributions & income
- Employer contributions
- $6,560,245
- Participant contributions
- $7,492,363
- Total income / additions
- $41,701,763
Expenses & distributions
- Benefits paid / distributions
- $13,114,009
- Total expenses
- $13,466,292
- Net increase / (decrease)
- $28,235,471
Coverage
- Total reported participants
- 4,949
- Plans with financial statements
- 7
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Hampton, 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 |
|---|---|---|---|
| Trimark Corporation Employee Stock Ownership Plan | Trimark Corporation | $44,018,468 | 2023 |
| Croell, Inc. 401(K) Plan | Croell, Inc. | $41,790,357 | 2023 |
| The Restated Contributory Retirement Plan For Cooperatives | Five Star Cooperative | $38,251,332 | 2023 |
| Trimark Corporation 401k Retirement Plan | Trimark Corporation | $23,055,477 | 2023 |
| Zip'S Truck Equipment, Inc. Retirement Savings Plan | Zip'S Truck Equipment, Inc. | $17,189,693 | 2023 |
| Precision Of New Hampton, Inc. 401k Profit Sharing Plan | Precision Of New Hampton , Inc. | $16,407,777 | 2023 |
| The Restated Thrift/Profit Sharing Plan For Cooperatives | Five Star Cooperative | $12,327,793 | 2023 |
| Precision Of New Hampton, Inc. Short Term Disability Plan | Precision Of New Hampton, Inc. | not reported in the loaded dataset | 2023 |
| Five Star Cooperatives Short Term Disability Plan | Five Star Cooperative | not reported in the loaded dataset | 2023 |
| Trimark Corporation Long-Term Disability, Health & Life Ins | Trimark Corporation | not reported in the loaded dataset | 2023 |
| Croell, Inc. Health Plan | Croell, Inc. | not reported in the loaded dataset | 2023 |
| Deb El Iowa Operating LLC Health And Welfare Plan | Deb El Iowa Operating LLC | not reported in the loaded dataset | 2023 |
| Croell, Inc. Group Insurance Plan | Croell, Inc | not reported in the loaded dataset | 2023 |
Largest plans in New Hampton → · New Hampton plans by participants → · New Hampton plans with financial data → · New Hampton plans with provider compensation → · $1B+ plans in New Hampton →
Related Form 5500 pages
- All IA Form 5500 filings
- Trimark Corporation Employee Stock Ownership Plan (plan 001)
- Trimark Corporation — all reported plans
- Croell, Inc. 401(K) Plan (plan 002)
- Croell, Inc. — all reported plans
- The Restated Contributory Retirement Plan For Cooperatives (plan 001)
- Five Star Cooperative — all reported plans
- Trimark Corporation 401k Retirement Plan (plan 002)
- Zip'S Truck Equipment, Inc. Retirement Savings Plan (plan 001)
- Zip'S Truck Equipment, Inc. — all reported plans
- Precision Of New Hampton, Inc. 401k Profit Sharing Plan (plan 001)
- Precision Of New Hampton , Inc. — all reported plans
- The Restated Thrift/Profit Sharing Plan For Cooperatives (plan 030)
- Precision Of New Hampton, Inc. Short Term Disability Plan (plan 502)
- Five Star Cooperatives Short Term Disability Plan (plan 502)
- Trimark Corporation Long-Term Disability, Health & Life Ins (plan 501)
- Croell, Inc. Health Plan (plan 504)
- Deb El Iowa Operating LLC Health And Welfare Plan (plan 501)
- Deb El Iowa Operating LLC — all reported plans
- Croell, Inc. Group Insurance Plan (plan 503)
- Methodology
- Data sources