Morris, 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, Morris, MN has 11 loaded benefit plan(s) reported by 5 plan sponsor(s), with $242,343,388 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $242,343,388
- Total reported liabilities (EOY)
- $2,173,189
- Total reported net assets (EOY)
- $240,170,199
Contributions & income
- Employer contributions
- $19,198,121
- Participant contributions
- $13,357,520
- Total income / additions
- $67,558,514
Expenses & distributions
- Benefits paid / distributions
- $22,032,619
- Total expenses
- $23,186,517
- Net increase / (decrease)
- $44,371,997
Coverage
- Total reported participants
- 12,242
- Plans with financial statements
- 7
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Morris, 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 |
|---|---|---|---|
| Superior Industries, Inc. 401(K) Retirement Plan | Superior Industries, Inc. | $102,281,061 | 2023 |
| Riverview 401(K) Plan | Riverview, Llp | $45,160,370 | 2023 |
| St. Francis Health Services Of Morris Employees Retirement Plan | St. Francis Health Services Of Morris Inc. | $34,550,968 | 2023 |
| Stevens Community Medical Center 403(B) Plan | Stevens Community Medical Center | $26,148,682 | 2023 |
| St. Francis Health Services Of Morris Tax Deferred Annuity Plan | St Francis Health Services Of Morris Inc. | $16,250,208 | 2023 |
| Stevens Community Medical Center Money Purchase Pension Plan | Stevens Community Medical Center | $13,028,874 | 2023 |
| St. Francis Health Services Employee Medical Plan | St. Francis Health Services Of Morris | $4,923,225 | 2023 |
| Riverview, Llp Medical Plan | Riverview Llp | not reported in the loaded dataset | 2023 |
| Stevens Community Medical Center Welfare Benefits Plan | Stevens Community Medical Center | not reported in the loaded dataset | 2023 |
| St. Francis Health Services Employee Health And Welfare Plan | St. Francis Health Services Of Morris | not reported in the loaded dataset | 2023 |
| Superior Industries, Inc 125 Benefits Plan | Superior Industries Inc | not reported in the loaded dataset | 2023 |
Largest plans in Morris → · Morris plans by participants → · Morris plans with financial data → · Morris plans with provider compensation → · $1B+ plans in Morris →
Related Form 5500 pages
- All MN Form 5500 filings
- Superior Industries, Inc. 401(K) Retirement Plan (plan 001)
- Superior Industries, Inc. — all reported plans
- Riverview 401(K) Plan (plan 001)
- Riverview, Llp — all reported plans
- St. Francis Health Services Of Morris Employees Retirement Plan (plan 003)
- St. Francis Health Services Of Morris Inc. — all reported plans
- Stevens Community Medical Center 403(B) Plan (plan 002)
- Stevens Community Medical Center — all reported plans
- St. Francis Health Services Of Morris Tax Deferred Annuity Plan (plan 005)
- Stevens Community Medical Center Money Purchase Pension Plan (plan 001)
- St. Francis Health Services Employee Medical Plan (plan 502)
- Riverview, Llp Medical Plan (plan 501)
- Riverview Llp — all reported plans
- Stevens Community Medical Center Welfare Benefits Plan (plan 501)
- St. Francis Health Services Employee Health And Welfare Plan (plan 501)
- Superior Industries, Inc 125 Benefits Plan (plan 501)
- Methodology
- Data sources