Waterloo, 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, Waterloo, IA has 57 loaded benefit plan(s) reported by 38 plan sponsor(s), with $1,041,527,682 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 57
- Plan sponsors
- 38
- Total reported assets (EOY)
- $1,041,527,682
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Vgm Group, Inc. Employee Stock Ownership Plan | Van G Miller & Associates | $405,931,426 | 2023 |
| Vgm Group Inc 401(K) Profit Sharing Plan | Vgm Group Inc | $116,482,305 | 2023 |
| Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan | Cedar Valley Medical Specialists, P.C. | $99,039,394 | 2023 |
| Cpm Acquisition Corp. 401(K) Retirement Plan | Cpm Acquisition Corp. | $94,299,906 | 2023 |
| Professional Office Services, Inc. 401(K) Plan | Professional Office Services, Inc. | $49,612,290 | 2023 |
| Young Plumbing & Heating Co. Profit Sharing Plan | Young Plumbing & Heating Co. | $33,608,936 | 2023 |
| Ibew Local 288 Retirement And 401k Plan | Ibew Local Union 288 And Neca Iowa Chapter, Joint Board Of Trustees | $25,269,497 | 2023 |
| Farmers State Bank 401(K) Profit Sharing Plan | Farmers State Bank | $23,176,758 | 2023 |
| Lincoln Bancorp Employees 401(K) Profit Sharing Plan And Trust | Lincoln Bancorp | $18,774,665 | 2023 |
| Peoples Community Health Clinic, Inc. 401(K) Profit Sharing Plan | Peoples Community Health Clinic, Inc. | $18,018,216 | 2023 |
| Lincoln Bancorp Employee Stock Ownership Plan | Lincoln Bancorp | $16,699,860 | 2023 |
| Retirement Plan For Employees Of Exceptional Persons, Inc. | Exceptional Persons, Inc. | $16,316,852 | 2023 |
| Allen Health Systems, Inc. Retirement Income Plan | Allen Health Systems, Inc. | $14,472,043 | 2023 |
| Hogan-Hansen 401(K) Flexible Savings Plan | Hogan - Hansen, P.C. | $13,081,138 | 2023 |
| Cedar Valley Corp. , LLC 401(K) Retirement Plan | Cedar Valley Corp., LLC | $9,248,517 | 2023 |
| Shorts Travel Management, Inc. 401(K) Retirement Plan | Shorts Travel Management, Inc | $8,844,838 | 2023 |
| Beecher, Field, Walker, Morris, Hoffman & Johnson 401(K) Plan | Beecher, Field, Walker, Morris, Hoffman & Johnson, P.C. | $8,817,143 | 2023 |
| Fahr Beverage, Inc. 401(K) Plan | Fahr Beverage, Inc. | $7,554,366 | 2023 |
| Bergen Plumbing, Inc. Employee Stock Ownership Plan | Bergen Plumbing, Heating And Cooling, Inc. | $7,310,236 | 2023 |
| Pathways Behavioral Services, Inc. Internal Revenue Code Section 403(B) | Pathways Behavioral Services Inc | $7,218,326 | 2023 |
| Ubi/Sehd 401(K) Plan | United Beverage, Inc. | $7,145,304 | 2023 |
| Goodwill Industries Of Ne Iowa, Inc. 401(K) Profit Sharing Plan | Goodwill Industries Of Ne Iowa, Inc. | $6,315,849 | 2023 |
| Friendship Village 401(K) Plan | Friends Of Faith Retirement Home, Inc. | $5,457,616 | 2023 |
| 401(K) Profit Sharing Plan For Employees Of North Star Community Services, Inc. | North Star Community Services, | $5,023,540 | 2023 |
| Cedar Valley Hospice Retirement Plan | Cedar Valley Hospice, Inc. | $4,811,497 | 2023 |
Largest plans in Waterloo → · Waterloo plans with financial data → · $1B+ plans in Waterloo → · Providers by reported compensation →
Related Form 5500 pages
- All IA Form 5500 filings
- Vgm Group, Inc. Employee Stock Ownership Plan (plan 002)
- Van G Miller & Associates — all reported plans
- Vgm Group Inc 401(K) Profit Sharing Plan (plan 001)
- Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan (plan 001)
- Cedar Valley Medical Specialists, P.C. — all reported plans
- Cpm Acquisition Corp. 401(K) Retirement Plan (plan 001)
- Cpm Acquisition Corp. — all reported plans
- Professional Office Services, Inc. 401(K) Plan (plan 002)
- Professional Office Services, Inc. — all reported plans
- Young Plumbing & Heating Co. Profit Sharing Plan (plan 002)
- Young Plumbing & Heating Co. — all reported plans
- Ibew Local 288 Retirement And 401k Plan (plan 001)
- Ibew Local Union 288 And Neca Iowa Chapter, Joint Board Of Trustees — all reported plans
- Farmers State Bank 401(K) Profit Sharing Plan (plan 002)
- Farmers State Bank — all reported plans
- Lincoln Bancorp Employees 401(K) Profit Sharing Plan And Trust (plan 003)
- Lincoln Bancorp — all reported plans
- Peoples Community Health Clinic, Inc. 401(K) Profit Sharing Plan (plan 002)
- Peoples Community Health Clinic, Inc. — all reported plans
- Lincoln Bancorp Employee Stock Ownership Plan (plan 002)
- Retirement Plan For Employees Of Exceptional Persons, Inc. (plan 001)
- Exceptional Persons, Inc. — all reported plans
- Allen Health Systems, Inc. Retirement Income Plan (plan 001)
- Allen Health Systems, Inc. — all reported plans
- Hogan-Hansen 401(K) Flexible Savings Plan (plan 001)
- Hogan - Hansen, P.C. — all reported plans
- Cedar Valley Corp. , LLC 401(K) Retirement Plan (plan 002)
- Cedar Valley Corp., LLC — all reported plans
- Methodology
- Data sources