Plan5500

Bagley, 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, Bagley, MN has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $163,081,778 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
1
Latest filing year
2023

What stands out in Bagley

  • 3 loaded plans hold $163.1M in reported assets across 1 sponsors.
  • The largest, Team Industries 401(K) Plan, holds 58% of reported Bagley plan assets.
  • Plans cover 3,468 participants — about 1,156 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$158.4MSummed across loaded plans$158,360,447
Total reported assets$163.1M$163,081,778
Total reported participants3.5K3,468
Total reported liabilities$4.7M$4,721,331

Reported net position

Reported assets = net assets + liabilities (summed)$163.1M total assets
Net assets$158.4MLiabilities$4.7M
Contributions & income
Employer contributions$3.7M
Participant contributions$4.7M
Total income / additions$21M
Expenses & distributions
Benefits paid / distributions$12.8M
Total expenses$13.2M
Net increase / (decrease)$7.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bagley, 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.

Computed from loaded plans

Bagley market comparison

Largest plan share of assets58%Team Industries 401(K) Plan
Participants per plan1,156Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Bagley

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Team Industries 401(K) Plan$94.5M
    Team Industries, Inc. · 2023
  2. 2
    Team Industries Employee Stock Ownership Plan$68.5M
    Team Industries Holding Corporation · 2023
  3. 3
    Team Industries, Inc. Employee Benefit Plannot reported in the loaded dataset
    Team Industries, Inc. · 2023

Largest plans in Bagley → · Bagley plans by participants → · Bagley plans with financial data → · Bagley plans with provider compensation → · $1B+ plans in Bagley →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bagley, MN?
3 plan(s) reported by 1 sponsor(s) are loaded for Bagley, MN.

Related Form 5500 pages