Newton, 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, Newton, IA has 16 loaded benefit plan(s) reported by 9 plan sponsor(s), with $78,409,815 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $78,409,815
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $78,409,815
Contributions & income
- Employer contributions
- $1,371,747
- Participant contributions
- $1,930,935
- Total income / additions
- $17,213,087
Expenses & distributions
- Benefits paid / distributions
- $7,427,702
- Total expenses
- $7,528,768
- Net increase / (decrease)
- $9,684,319
Coverage
- Total reported participants
- 1,842
- Plans with financial statements
- 9
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Newton, 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 Vernon Company 401(K) Plan For Administrative And Affiliated Company | The Vernon Company | $18,582,475 | 2023 |
| Newton Clinic, P.C. Profit Sharing Plan | Newton Clinic, P.C. | $18,056,441 | 2023 |
| The Vernon Investment And Retirement Plan For Field Salespersons | The Vernon Company | $17,169,724 | 2023 |
| Thrift Plan For Employees Of Progress Industries | Progress Industries | $9,700,782 | 2023 |
| Newton Clinic, P.C. Money Purchase Pension Plan | Newton Clinic, P.C. | $5,503,932 | 2023 |
| Fnnb Bank Employee Savings & Profit Sharing Plan | Fnnb Bank | $4,900,339 | 2023 |
| Van Maanen Electric, Inc. 401(K) Plan | Van Maanen Electric, Inc. | $3,342,674 | 2023 |
| Hawkeye Mutual Insurance Association Profit Share Plan | Hawkeye Mutual Insurance Association | $954,751 | 2023 |
| Iowa'S Badgeholders, Inc. 401(K) Plan | Iowa'S Badgeholders, Inc. | $198,697 | 2023 |
| Medical, Dental & Vision Plan | Thombert, Inc. | not reported in the loaded dataset | 2023 |
| Vernon Company Welfare Benefit Plan | The Vernon Company | not reported in the loaded dataset | 2023 |
| Progress Industries Employee Health Care Plan | Progress Industries | not reported in the loaded dataset | 2023 |
| Van Maanen Electric, Inc. Life And Ad&D Insurance Plan | Van Maanen Electric, Inc. | not reported in the loaded dataset | 2023 |
| Van Maanen Electric, Inc. Dental Plan | Van Maanen Electric, Inc. | not reported in the loaded dataset | 2023 |
| Fremont Farms Of Iowa Llp Employee Benefits Plan | Fremont Farms Of Iowa Llp | not reported in the loaded dataset | 2023 |
| Van Maanen Electric, Inc. Health Plan | Van Maanen Electric, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Newton → · Newton plans by participants → · Newton plans with financial data → · Newton plans with provider compensation → · $1B+ plans in Newton →
Related Form 5500 pages
- All IA Form 5500 filings
- The Vernon Company 401(K) Plan For Administrative And Affiliated Company (plan 004)
- The Vernon Company — all reported plans
- Newton Clinic, P.C. Profit Sharing Plan (plan 002)
- Newton Clinic, P.C. — all reported plans
- The Vernon Investment And Retirement Plan For Field Salespersons (plan 002)
- Thrift Plan For Employees Of Progress Industries (plan 002)
- Progress Industries — all reported plans
- Newton Clinic, P.C. Money Purchase Pension Plan (plan 003)
- Fnnb Bank Employee Savings & Profit Sharing Plan (plan 001)
- Fnnb Bank — all reported plans
- Van Maanen Electric, Inc. 401(K) Plan (plan 001)
- Van Maanen Electric, Inc. — all reported plans
- Hawkeye Mutual Insurance Association Profit Share Plan (plan 002)
- Hawkeye Mutual Insurance Association — all reported plans
- Iowa'S Badgeholders, Inc. 401(K) Plan (plan 001)
- Iowa'S Badgeholders, Inc. — all reported plans
- Medical, Dental & Vision Plan (plan 503)
- Thombert, Inc. — all reported plans
- Vernon Company Welfare Benefit Plan (plan 512)
- Progress Industries Employee Health Care Plan (plan 503)
- Van Maanen Electric, Inc. Life And Ad&D Insurance Plan (plan 503)
- Van Maanen Electric, Inc. Dental Plan (plan 502)
- Fremont Farms Of Iowa Llp Employee Benefits Plan (plan 501)
- Fremont Farms Of Iowa Llp — all reported plans
- Methodology
- Data sources