Richfield, 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, Richfield, MN has 23 loaded benefit plan(s) reported by 7 plan sponsor(s), with $2,907,214,679 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
23
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,907,214,679
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$2,907,214,679

Contributions & income

Employer contributions
$69,851,149
Participant contributions
$147,865,191
Total income / additions
$664,874,059

Expenses & distributions

Benefits paid / distributions
$237,491,560
Total expenses
$242,995,821
Net increase / (decrease)
$421,878,238

Coverage

Total reported participants
227,388
Plans with financial statements
7
Plans with provider compensation
4

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

Largest loaded plans in Richfield, MN
PlanSponsorReported assets (EOY)Year
Best Buy Retirement Savings PlanBest Buy Enterprise Services, Inc.$2,853,415,9662023
Fraser 403(B) Retirement PlanFraser$25,771,3642023
Thrift Retirement PlanLifeworks Services, Inc. (Contract)$18,462,1742023
Youable Emotional Health 401(K) PlanYouable Emotional Health$4,230,2812023
Best Buy Puerto Rico Retirement Savings PlanBest Buy Stores Puerto Rico, LLC$2,709,6312023
Morris Nilsen Funeral Chapel Inc Profit Sharing PlanMorris Nilsen Funeral Chapel, Inc.$2,187,3192023
Botm Inc. Pension Transfer Trust PlanBotm, Inc.$437,9442023
Voluntary Separation PlanBest Buy Co., Inc.not reported in the loaded dataset2023
Best Buy Health And Welfare Wrap PlanBest Buy Co., Inc.not reported in the loaded dataset2023
Best Buy Severance PlanBest Buy Co., Inc.not reported in the loaded dataset2023
Lifeworks Services, Inc. Flexible Benefits PlanLifeworks Services, Inc.not reported in the loaded dataset2023
Lifeworks Services, Inc. Flexible Benefit PlanLifeworks Services, Inc.not reported in the loaded dataset2023
Lifeworks Services, Inc. Flexible Benefit PlanLifeworks Services, Inc.not reported in the loaded dataset2023
Lifeworks Services, Inc. Flexible Benefit PlanLifeworks Services, Inc.not reported in the loaded dataset2023
Youable Emotional Health Medical PlanYouable Emotional Healthnot reported in the loaded dataset2023
Youable Emotional Health Life & Disability PlanYouable Emotional Healthnot reported in the loaded dataset2023
Voluntary Separation PlanBest Buy Co., Inc.not reported in the loaded dataset2023
Fraser Health Benefits PlanFrasernot reported in the loaded dataset2023
Fraser Vision PlanFrasernot reported in the loaded dataset2023
Fraser Unum Life And Long-Term Disability Insurance PlanFrasernot reported in the loaded dataset2023
Fraser Dental Benefits PlanFrasernot reported in the loaded dataset2023
Occupational Benefits Plan For The Texas Employees Of Best Buy Co. , Inc.Best Buy Co., Inc.not reported in the loaded dataset2023
Voluntary Separation PlanBest Buy Co., Inc.not reported in the loaded dataset2023

Related Form 5500 pages