Lakeville, 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, Lakeville, MN has 49 loaded benefit plan(s) reported by 37 plan sponsor(s), with $213,714,782 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 49
- Plan sponsors
- 37
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $213,714,782
- Total reported liabilities (EOY)
- $549,252
- Total reported net assets (EOY)
- $213,168,288
Contributions & income
- Employer contributions
- $4,700,103
- Participant contributions
- $11,804,364
- Total income / additions
- $52,535,439
Expenses & distributions
- Benefits paid / distributions
- $15,708,580
- Total expenses
- $16,166,236
- Net increase / (decrease)
- $36,369,203
Coverage
- Total reported participants
- 5,623
- Plans with financial statements
- 37
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lakeville, 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 |
|---|---|---|---|
| Midwest Veterinary Supply, Inc. 401(K) Plan | Midwest Veterinary Supply, Inc. | $55,634,203 | 2023 |
| Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan And Trust | Schmitty & Sons Holdings, Inc. | $39,258,954 | 2023 |
| Imagetrend, LLC 401(K) Retirement Plan | Imagetrend, LLC | $24,135,401 | 2023 |
| Verified Credentials, LLC 401(K) Safe Harbor Plan | Verified Credentials, LLC | $14,348,766 | 2023 |
| Unimed-Midwest, Inc. Retirement Plan | Unimed-Midwest, Inc. | $11,632,360 | 2023 |
| Jeff Belzer 401(K) Plan | Jeff Belzers Todd Chevrolet, Inc. | $10,954,696 | 2023 |
| Schmitty & Sons Holdings, Inc. 401(K) Plan | Schmitty & Sons Holdings, Inc. | $10,731,837 | 2023 |
| Consulting Engineers Group, Inc. 401(K)/Profit Sharing Plan | Consulting Engineers Group, Inc. | $9,380,445 | 2023 |
| Qa1 Precision Products Inc 401(K) Profit Sharing Plan And T | Qa1 Precision Products Inc | $8,778,620 | 2023 |
| Norex, Inc. 401(K) Plan | Norex, Inc. | $6,557,953 | 2023 |
| Progressive Rail Incorporated Employee Savings Plan | Progressive Rail Incorporated | $4,845,015 | 2023 |
| Prairie Valley Enterprises, Inc. Retirement Plan | Prairie Valley Enterprises, Inc. Dba Profab Welding And Machine | $3,076,171 | 2023 |
| River'S Edge Dental Clinic 401(K)/Profit Sharing Plan | River'S Edge Dental Clinic, Pllc | $2,392,685 | 2023 |
| Newman Holdings, Inc. Profit Sharing Plan | Newman Holdings, Inc. | $2,210,290 | 2023 |
| Jt Borgen Manufacturing Inc. Retirement Plan | Jt Borgen Manufacturing Inc. Dba Shotwell Company | $1,687,347 | 2023 |
| Metro Equity Management, LLC Retirement Savings Plan | Metro Equity Management, LLC | $1,639,042 | 2023 |
| Eighty-Seven Inc. Retirement Plan | Eighty-Seven Inc. | $1,602,156 | 2023 |
| Kambium Cc 401k | Kambium Capital Corp. | $1,250,614 | 2023 |
| Crosslake Enterprises, Inc. Retirement Plan | Crosslake Enterprises, Inc. | $829,816 | 2023 |
| 4th Power, Inc. Retirement Plan | 4th Power, Inc. | $565,494 | 2023 |
| Acj Today, Inc. 401(K) Profit Sharing Plan | Acj Today, Inc. | $321,711 | 2023 |
| Austin Orthopedic & Sports Medicine Pa Aberdeen Orthopedic Clinic Pc Money Purchase Plan & Trust | Austin Orthopedics & Sports Medicine | $300,017 | 2023 |
| Smn Hockey Works Retirement Plan | Southern Minnesota Hockey Works Inc. | $284,941 | 2023 |
| Zamboni,Inc 401(K) Plan | Zamboni, Inc | $239,627 | 2023 |
| Down For Good Corp. Retirement Plan | Down For Good Corp. | $216,602 | 2023 |
Largest plans in Lakeville → · Lakeville plans by participants → · Lakeville plans with financial data → · Lakeville plans with provider compensation → · $1B+ plans in Lakeville →
Related Form 5500 pages
- All MN Form 5500 filings
- Midwest Veterinary Supply, Inc. 401(K) Plan (plan 001)
- Midwest Veterinary Supply, Inc. — all reported plans
- Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan And Trust (plan 002)
- Schmitty & Sons Holdings, Inc. — all reported plans
- Imagetrend, LLC 401(K) Retirement Plan (plan 001)
- Imagetrend, LLC — all reported plans
- Verified Credentials, LLC 401(K) Safe Harbor Plan (plan 001)
- Verified Credentials, LLC — all reported plans
- Unimed-Midwest, Inc. Retirement Plan (plan 001)
- Unimed-Midwest, Inc. — all reported plans
- Jeff Belzer 401(K) Plan (plan 002)
- Jeff Belzers Todd Chevrolet, Inc. — all reported plans
- Schmitty & Sons Holdings, Inc. 401(K) Plan (plan 001)
- Consulting Engineers Group, Inc. 401(K)/Profit Sharing Plan (plan 001)
- Consulting Engineers Group, Inc. — all reported plans
- Qa1 Precision Products Inc 401(K) Profit Sharing Plan And T (plan 001)
- Qa1 Precision Products Inc — all reported plans
- Norex, Inc. 401(K) Plan (plan 001)
- Norex, Inc. — all reported plans
- Progressive Rail Incorporated Employee Savings Plan (plan 003)
- Progressive Rail Incorporated — all reported plans
- Prairie Valley Enterprises, Inc. Retirement Plan (plan 001)
- Prairie Valley Enterprises, Inc. Dba Profab Welding And Machine — all reported plans
- River'S Edge Dental Clinic 401(K)/Profit Sharing Plan (plan 001)
- River'S Edge Dental Clinic, Pllc — all reported plans
- Newman Holdings, Inc. Profit Sharing Plan (plan 001)
- Newman Holdings, Inc. — all reported plans
- Jt Borgen Manufacturing Inc. Retirement Plan (plan 001)
- Jt Borgen Manufacturing Inc. Dba Shotwell Company — all reported plans
- Methodology
- Data sources