Plan5500

East Grand Forks, 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, East Grand Forks, MN has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $31,692,563 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in East Grand Forks

  • 4 loaded plans hold $31.7M in reported assets across 2 sponsors.
  • The largest, R.J. Zavoral & Sons, Inc. Retirement Plan, holds 61% of reported East Grand Forks plan assets.
  • Plans cover 764 participants — about 191 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$31.7MSummed across loaded plans$31,657,275
Total reported assets$31.7M$31,692,563
Total reported participants764
Total reported liabilities$35.3K$35,288

Reported net position

Reported assets = net assets + liabilities (summed)$31.7M total assets
Net assets$31.7MLiabilities$35.3K
Contributions & income
Employer contributions$2.4M
Participant contributions$1.4M
Total income / additions$8M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.5M
Net increase / (decrease)$6.5M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for East Grand Forks, 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

East Grand Forks market comparison

Largest plan share of assets61%R.J. Zavoral & Sons, Inc. Retirement Plan
Participants per plan191Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in East Grand Forks

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

  1. 1
    R.J. Zavoral & Sons, Inc. Retirement Plan$19.4M
    R.J. Zavoral & Sons, Inc. · 2023
  2. 2
    Vigen Construction, Inc. Retirement & 401(K) Plan$12.3M
    Vigen Construction, Inc. · 2023
  3. 3
    Vigen Construction Inc Life & Disability Plannot reported in the loaded dataset
    Vigen Construction, Inc · 2023
  4. 4
    Rj Zavoral & Sons Inc Cafeteria Plannot reported in the loaded dataset
    Rj Zavoral & Sons Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for East Grand Forks, MN?
4 plan(s) reported by 2 sponsor(s) are loaded for East Grand Forks, MN.

Related Form 5500 pages