Alexandria, MN 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, Alexandria, MN has 27 loaded benefit plan(s) reported by 19 plan sponsor(s), with $770,130,361 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 27
- Plan sponsors
- 19
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $770,130,361
- Total reported liabilities (EOY)
- $66,068,127
- Total reported net assets (EOY)
- $704,062,234
Contributions & income
- Employer contributions
- $25,259,477
- Participant contributions
- $15,851,279
- Total income / additions
- $195,620,960
Expenses & distributions
- Benefits paid / distributions
- $138,679,399
- Total expenses
- $140,248,490
- Net increase / (decrease)
- $55,372,470
Coverage
- Total reported participants
- 10,745
- Plans with financial statements
- 17
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Alexandria, MN 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 |
|---|---|---|---|
| Kingdom Enterprises, Inc. Employee Stock Ownership Plan | Kingdom Enterprises, Inc. | $497,538,965 | 2023 |
| Kingdom Enterprises, Inc. 401k Plan | Kingdom Enterprises, Inc. | $84,133,202 | 2023 |
| Central Specialties, Inc. Retirement Savings Plan | Central Specialties, Inc. | $47,009,705 | 2023 |
| Alexandria Industries 401(K) Plan | Alexandria Industries | $45,813,355 | 2023 |
| The Aagard Group, LLC. 401(K) Ps Plan | The Aagard Group, LLC | $19,511,162 | 2023 |
| Safe-Harbor 403(B) Thrift Plan For Employees Of Knute Nelson | Knute Nelson | $17,237,467 | 2023 |
| Tastefully Simple, Inc. 401(K) Plan & Trust | Tastefully Simple, Inc. | $17,054,325 | 2023 |
| Beacon Manufacturing Group 401(K) And Profit Sharing Plan | Beacon Manufacturing Group, LLC | $16,706,545 | 2023 |
| Consolidated Equipment Group Retirement Plan | Consolidated Equipment Group LLC | $9,681,082 | 2023 |
| Bursch Travel Agency, Inc. 401(K) Plan | Bursch Travel Agency, Inc. | $4,634,231 | 2023 |
| Fringe Benefit Plan For Davis-Bacon And Related Act (Dbra) Employees Of Central Specialties, Inc. | Central Specialties, Inc. | $3,885,865 | 2023 |
| Alexandria Pro-Fab 401(K) Plan | Alexandria Pro-Fab, Inc. | $3,306,507 | 2023 |
| J Mitchell Inc. Retirement Plan | J Mitchell Inc. | $2,046,302 | 2023 |
| Cmma Mep 401(K) Retirement Plan | Central Minnesota Manufacturers Association | $1,207,742 | 2023 |
| Lake Ida Ventures, Inc. Retirement Plan | Lake Ida Ventures, Inc. | $306,026 | 2023 |
| Golberg Properties Inc. Retirement Plan | Golberg Properties Inc. | $57,880 | 2023 |
| Henry'S Foods, Inc. Profit Sharing Plan | Henrys Foods, Inc. | $0 | 2023 |
| Douglas Machine Inc. Comprehensive Health & Welfare Benefits Plan | Douglas Machine Inc | not reported in the loaded dataset | 2023 |
| Henrys Foods Inc Premium Payment Plan | Henry'S Foods Inc. | not reported in the loaded dataset | 2023 |
| Alexandria Extrusion Employee Benefit Plan | Alexandria Extrusion Company | not reported in the loaded dataset | 2023 |
| Knute Nelson Employee & Dependent Dental | Knute Nelson | not reported in the loaded dataset | 2023 |
| E&H Enterprises Of Alexandria, Inc.'S Comprehensive Health And Welfare Plan | E&H Enterprises Of Alexandria, Inc. | not reported in the loaded dataset | 2023 |
| Consolidated Equipment Group Erisa Wrap Plan | Consolidated Equipment Group | not reported in the loaded dataset | 2023 |
| The Aagard Group, LLC First Amended And Restated Employee Benefit Plan | The Aagard Group, LLC | not reported in the loaded dataset | 2023 |
| Consolidated Equipment Group Erisa Wrap Plan | Consolidated Equipment Group LLC | not reported in the loaded dataset | 2023 |
Largest plans in Alexandria → · Alexandria plans by participants → · Alexandria plans with financial data → · Alexandria plans with provider compensation → · $1B+ plans in Alexandria →
Related Form 5500 pages
- All MN Form 5500 filings
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan (plan 001)
- Kingdom Enterprises, Inc. — all reported plans
- Kingdom Enterprises, Inc. 401k Plan (plan 002)
- Central Specialties, Inc. Retirement Savings Plan (plan 001)
- Central Specialties, Inc. — all reported plans
- Alexandria Industries 401(K) Plan (plan 002)
- Alexandria Industries — all reported plans
- The Aagard Group, LLC. 401(K) Ps Plan (plan 001)
- The Aagard Group, LLC — all reported plans
- Safe-Harbor 403(B) Thrift Plan For Employees Of Knute Nelson (plan 001)
- Knute Nelson — all reported plans
- Tastefully Simple, Inc. 401(K) Plan & Trust (plan 001)
- Tastefully Simple, Inc. — all reported plans
- Beacon Manufacturing Group 401(K) And Profit Sharing Plan (plan 001)
- Beacon Manufacturing Group, LLC — all reported plans
- Consolidated Equipment Group Retirement Plan (plan 001)
- Consolidated Equipment Group LLC — all reported plans
- Bursch Travel Agency, Inc. 401(K) Plan (plan 001)
- Bursch Travel Agency, Inc. — all reported plans
- Fringe Benefit Plan For Davis-Bacon And Related Act (Dbra) Employees Of Central Specialties, Inc. (plan 502)
- Alexandria Pro-Fab 401(K) Plan (plan 001)
- Alexandria Pro-Fab, Inc. — all reported plans
- J Mitchell Inc. Retirement Plan (plan 001)
- J Mitchell Inc. — all reported plans
- Cmma Mep 401(K) Retirement Plan (plan 001)
- Central Minnesota Manufacturers Association — all reported plans
- Lake Ida Ventures, Inc. Retirement Plan (plan 001)
- Lake Ida Ventures, Inc. — all reported plans
- Methodology
- Data sources