Barnesville, 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, Barnesville, MN has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $25,851,428 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
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$25,851,428
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$25,851,428

Contributions & income

Employer contributions
$1,252,223
Participant contributions
$2,905,503
Total income / additions
$10,194,443

Expenses & distributions

Benefits paid / distributions
$1,523,562
Total expenses
$1,588,524
Net increase / (decrease)
$8,605,919

Coverage

Total reported participants
880
Plans with financial statements
1
Plans with provider compensation
1

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

Largest loaded plans in Barnesville, MN
PlanSponsorReported assets (EOY)Year
Stoneridge Companies, LLC 401(K) PlanStoneridge Companies, LLC$25,851,4282023
Stoneridge Software, Inc. Medical PlanStoneridge Software, Inc.not reported in the loaded dataset2023
Stoneridge Software, Inc. Life And Disability PlanStoneridge Software, Inc.not reported in the loaded dataset2023

Related Form 5500 pages