Orange 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, Orange City, IA has 11 loaded benefit plan(s) reported by 8 plan sponsor(s), with $184,344,954 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$184,344,954
Total reported liabilities (EOY)
$958
Total reported net assets (EOY)
$184,343,996

Contributions & income

Employer contributions
$4,326,427
Participant contributions
$9,389,089
Total income / additions
$40,568,688

Expenses & distributions

Benefits paid / distributions
$11,819,661
Total expenses
$12,311,872
Net increase / (decrease)
$28,256,816

Coverage

Total reported participants
3,777
Plans with financial statements
7
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Orange 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

Largest loaded plans in Orange City, IA
PlanSponsorReported assets (EOY)Year
Diamond Vogel, Inc. 401(K) PlanDiamond Vogel, Inc.$71,863,1442023
Northwestern College 403(B) Dc PlanNorthwestern College$46,734,9832023
Medtec LLC 401(K) Retirement PlanMedtec LLC$25,740,4502023
Iowa State Bank 401(K) PlanIowa State Bank$20,424,9162023
Pizza Ranch, Inc. 401(K) PlanPizza Ranch, Inc.$12,719,5002023
Van Bruggen & Vande Vegte, Pc Safe Harbor 401(K) PlanVan Bruggen & Vande Vegte, P.C.$4,984,1092023
Vander Pol Excavating, LLC 401(K) Profit Sharing PlanVander Pol Excavating, LLC$1,877,8522023
Vogel Employee Benefit PlanDiamond Vogel, Inc.not reported in the loaded dataset2023
Pizza Ranch, Inc. Employee Benefits PlanPizza Ranch, Inc.not reported in the loaded dataset2023
Medtec LLC, Dba Civco Radiotherapy And Qfix Health And Welfare And Benefit PlanMedtec LLC Dba Cq Medicalnot reported in the loaded dataset2023
Northwestern College Health And Welfare PlanNorthwestern Collegenot reported in the loaded dataset2023

Related Form 5500 pages