Rock Valley, 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, Rock Valley, IA has 11 loaded benefit plan(s) reported by 6 plan sponsor(s), with $101,460,714 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
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $101,460,714
- Total reported liabilities (EOY)
- $25,058
- Total reported net assets (EOY)
- $101,435,656
Contributions & income
- Employer contributions
- $4,527,991
- Participant contributions
- $3,650,410
- Total income / additions
- $23,076,957
Expenses & distributions
- Benefits paid / distributions
- $9,971,665
- Total expenses
- $10,375,578
- Net increase / (decrease)
- $12,701,379
Coverage
- Total reported participants
- 3,105
- Plans with financial statements
- 5
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rock Valley, 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 Restated Thrift/Profit Sharing Plan For Cooperatives | Cooperative Farmers Elevator | $42,374,404 | 2023 |
| The Restated Noncontributory Retirement Plan For Cooperatives | Cooperative Farmers Elevator | $28,871,614 | 2023 |
| Hope Haven, Inc. 403(B) Retirement Plan | Hope Haven, Inc. | $23,103,694 | 2023 |
| Kooima Company, LLC 401(K) Plan | Kooima Company, LLC | $7,111,002 | 2023 |
| Valley Machining Company Employees Stock Ownership Plan | Valley Machining Company | $0 | 2023 |
| Kooima Company, LLC Health Plan | Kooima Company LLC | not reported in the loaded dataset | 2023 |
| Kooima Company, LLC Dental Plan | Kooima Company LLC Dental Plan | not reported in the loaded dataset | 2023 |
| Hope Haven Benefit Plan | Hope Haven, Inc. | not reported in the loaded dataset | 2023 |
| Hegg Memorial Health Group Life Insurance Plan | Hegg Memorial Health Center | not reported in the loaded dataset | 2023 |
| Hegg Memorial Health Center | Hegg Health Center | not reported in the loaded dataset | 2023 |
| Total Component Solutions Health Benefits Plan | Toal Component Solutions | not reported in the loaded dataset | 2023 |
Largest plans in Rock Valley → · Rock Valley plans by participants → · Rock Valley plans with financial data → · Rock Valley plans with provider compensation → · $1B+ plans in Rock Valley →
Related Form 5500 pages
- All IA Form 5500 filings
- The Restated Thrift/Profit Sharing Plan For Cooperatives (plan 030)
- Cooperative Farmers Elevator — all reported plans
- The Restated Noncontributory Retirement Plan For Cooperatives (plan 020)
- Hope Haven, Inc. 403(B) Retirement Plan (plan 002)
- Hope Haven, Inc. — all reported plans
- Kooima Company, LLC 401(K) Plan (plan 001)
- Kooima Company, LLC — all reported plans
- Valley Machining Company Employees Stock Ownership Plan (plan 002)
- Valley Machining Company — all reported plans
- Kooima Company, LLC Health Plan (plan 501)
- Kooima Company, LLC Dental Plan (plan 503)
- Hope Haven Benefit Plan (plan 501)
- Hegg Memorial Health Group Life Insurance Plan (plan 501)
- Hegg Memorial Health Center — all reported plans
- Hegg Memorial Health Center (plan 502)
- Total Component Solutions Health Benefits Plan (plan 501)
- Toal Component Solutions — all reported plans
- Methodology
- Data sources