Plan5500

Jordan, 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, Jordan, MN has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $42,093,852 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

What stands out in Jordan

  • 5 loaded plans hold $42.1M in reported assets across 3 sponsors.
  • The largest, Abhe & Svoboda, Inc. 401(K) Profit Sharing Plan, holds 62% of reported Jordan plan assets.
  • Plans cover 443 participants — about 89 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$41.8MSummed across loaded plans$41,795,805
Total reported assets$42.1M$42,093,852
Total reported participants443
Total reported liabilities$298K$298,047

Reported net position

Reported assets = net assets + liabilities (summed)$42.1M total assets
Net assets$41.8MLiabilities$298K
Contributions & income
Employer contributions$2.7M
Participant contributions$1.9M
Total income / additions$10.6M
Expenses & distributions
Benefits paid / distributions$5.3M
Total expenses$5.5M
Net increase / (decrease)$5.1M

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation2 / 5 (40%)

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

Jordan market comparison

Largest plan share of assets62%Abhe & Svoboda, Inc. 401(K) Profit Sharing Plan
Participants per plan89Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Jordan

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

  1. 1
    Abhe & Svoboda, Inc. 401(K) Profit Sharing Plan$26.2M
    Abhe & Svoboda, Inc. · 2023
  2. 2
    Minnesota Valley Electric Cooperative Non-Union 401(K) Plan$9M
    Minnesota Valley Electric Cooperative · 2023
  3. 3
    Minnesota Valley Electric Cooperative Union 401(K) Plan$6.4M
    Minnesota Valley Electric Cooperative · 2023
  4. 4
    Abhe & Svoboda, Inc. Health And Welfare Plan$449.2K
    Abhe & Svoboda, Inc. · 2023
  5. 5
    Gwc Enterprises, Inc. 401(K) Profit Sharing Plan$0
    Gwc Enterprises, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages