Oskaloosa, 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, Oskaloosa, IA has 10 loaded benefit plan(s) reported by 4 plan sponsor(s), with $347,865,119 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $347,865,119
- Total reported liabilities (EOY)
- $47,968
- Total reported net assets (EOY)
- $347,817,151
Contributions & income
- Employer contributions
- $13,022,801
- Participant contributions
- $12,934,730
- Total income / additions
- $72,512,412
Expenses & distributions
- Benefits paid / distributions
- $17,498,315
- Total expenses
- $18,076,183
- Net increase / (decrease)
- $54,436,229
Coverage
- Total reported participants
- 8,344
- Plans with financial statements
- 4
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oskaloosa, 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 |
|---|---|---|---|
| Musco Profit Sharing And Employee Savings Plan | Musco Corporation | $306,678,616 | 2023 |
| William Penn University 403(B) Dc Plan | William Penn University | $27,355,817 | 2023 |
| Mahaska Bottling Company 401(K) Plan | Mahaska Bottling Company | $13,666,497 | 2023 |
| Pepsi-Cola Bottling Company Employees Health Plan | Pepsi-Cola Bottling Company Health Plan | $164,189 | 2023 |
| Musco Corporation Employee Medical Insurance Benefit Plan | Musco Corporation | not reported in the loaded dataset | 2023 |
| Musco Corporation Employee Life Insurance Benefit Plan | Musco Corporation | not reported in the loaded dataset | 2023 |
| Musco Corporation Employee Long-Term Disability Insurance Benefit Plan | Musco Corporation | not reported in the loaded dataset | 2023 |
| Musco Corporation Flexible Spending Plan | Musco Corporation | not reported in the loaded dataset | 2023 |
| Musco Corporation Employee Short-Term Disability Insurance Benefit Plan | Musco Corporation | not reported in the loaded dataset | 2023 |
| William Penn University Health And Welfare Plan | William Penn University | not reported in the loaded dataset | 2023 |
Largest plans in Oskaloosa → · Oskaloosa plans by participants → · Oskaloosa plans with financial data → · Oskaloosa plans with provider compensation → · $1B+ plans in Oskaloosa →
Related Form 5500 pages
- All IA Form 5500 filings
- Musco Profit Sharing And Employee Savings Plan (plan 001)
- Musco Corporation — all reported plans
- William Penn University 403(B) Dc Plan (plan 001)
- William Penn University — all reported plans
- Mahaska Bottling Company 401(K) Plan (plan 002)
- Mahaska Bottling Company — all reported plans
- Pepsi-Cola Bottling Company Employees Health Plan (plan 502)
- Pepsi-Cola Bottling Company Health Plan — all reported plans
- Musco Corporation Employee Medical Insurance Benefit Plan (plan 501)
- Musco Corporation Employee Life Insurance Benefit Plan (plan 502)
- Musco Corporation Employee Long-Term Disability Insurance Benefit Plan (plan 503)
- Musco Corporation Flexible Spending Plan (plan 505)
- Musco Corporation Employee Short-Term Disability Insurance Benefit Plan (plan 510)
- William Penn University Health And Welfare Plan (plan 501)
- Methodology
- Data sources