Newport, 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, Newport, MN has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $86,588,387 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)
- $86,588,387
- Total reported liabilities (EOY)
- $1,483,953
- Total reported net assets (EOY)
- $85,104,434
Contributions & income
- Employer contributions
- $877,681
- Participant contributions
- $2,091,558
- Total income / additions
- $13,715,055
Expenses & distributions
- Benefits paid / distributions
- $8,316,404
- Total expenses
- $8,455,199
- Net increase / (decrease)
- $5,259,856
Coverage
- Total reported participants
- 1,629
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Newport, 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 |
|---|---|---|---|
| Bailey Nurseries, Inc. 401(K) Profit Sharing Plan | Bailey Nurseries, Inc. | $77,035,667 | 2023 |
| Ten-E Packaging Services, Inc. Employee Stock Ownership Plan And Trust | Ten-E Packaging Services, Inc. | $9,552,720 | 2023 |
| Bailey Nurseries, Inc. Health And Welfare Plan | Bailey Nurseries, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Newport → · Newport plans by participants → · Newport plans with financial data → · Newport plans with provider compensation → · $1B+ plans in Newport →
Related Form 5500 pages
- All MN Form 5500 filings
- Bailey Nurseries, Inc. 401(K) Profit Sharing Plan (plan 001)
- Bailey Nurseries, Inc. — all reported plans
- Ten-E Packaging Services, Inc. Employee Stock Ownership Plan And Trust (plan 002)
- Ten-E Packaging Services, Inc. — all reported plans
- Bailey Nurseries, Inc. Health And Welfare Plan (plan 555)
- Methodology
- Data sources