Sleepy Eye, 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, Sleepy Eye, MN has 6 loaded benefit plan(s) reported by 3 plan sponsor(s), with $129,750,567 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$129,750,567
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$129,750,567

Contributions & income

Employer contributions
$5,310,197
Participant contributions
$5,071,757
Total income / additions
$31,024,142

Expenses & distributions

Benefits paid / distributions
$8,792,417
Total expenses
$9,008,557
Net increase / (decrease)
$22,015,585

Coverage

Total reported participants
3,118
Plans with financial statements
3
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sleepy Eye, 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 Sleepy Eye, MN
PlanSponsorReported assets (EOY)Year
Mathiowetz Construction Company Retirement PlanMathiowetz Construction Company$60,913,9032023
Christensen Farms & Feedlots, Inc. 401(K) Profit Sharing PlanChristensen Farms & Feedlots, Inc.$38,950,6602023
Schwartz Farms, Inc. 401(K) Profit Sharing PlanSchwartz Farms, Inc.$29,886,0042023
The Mathiowetz Construction Company Employee Benefit PlanThe Mathiowetz Construction Company, Inc.not reported in the loaded dataset2023
Schwartz Farms, Inc. Employee Benefit Welfare PlanSchwartz Farms, Inc.not reported in the loaded dataset2023
Christensen Farms & Feedlots, Inc. Health & Welfare Benefit PlanChristensen Farms & Feedlots, Inc.not reported in the loaded dataset2023

Related Form 5500 pages