Waconia, 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, Waconia, MN has 16 loaded benefit plan(s) reported by 12 plan sponsor(s), with $322,936,233 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
16
Plan sponsors
12
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$322,936,233
Total reported liabilities (EOY)
$76,530
Total reported net assets (EOY)
$322,483,180

Contributions & income

Employer contributions
$6,668,288
Participant contributions
$12,260,210
Total income / additions
$72,910,912

Expenses & distributions

Benefits paid / distributions
$33,479,359
Total expenses
$33,913,173
Net increase / (decrease)
$38,997,739

Coverage

Total reported participants
7,418
Plans with financial statements
11
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Waconia, 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 Waconia, MN
PlanSponsorReported assets (EOY)Year
Ridgeview Medical Center, Inc. Retirement Savings PlanRidgeview Medical Center, Inc.$204,530,9772023
Lakeview Clinic Ltd, Retirement Savings PlanLakeview Clinic, Ltd$106,166,1792023
Km Supermarkets, Inc. 401(K) Profit Sharing Plan And TrustKm Supermarkets, Inc.$8,396,9372023
Strom Aviation, Inc. - The 401(K) Retirement Savings Plan For Employees Of Ntsa EmployersStrom Aviation, Inc.$1,457,3592023
Diverse Enterprises, Inc. Retirement PlanDiverse Enterprises, Inc.$1,017,9322023
Cmb Management LLC 401(K) Profit Sharing Plan & TrustCmb Management LLC$402,5512023
Waconia Manufacturing, Inc. Employee Stock Ownership Plan680 Tacoma Inc.$376,5232023
Nail Images Group Inc 401(K) PlanNail Images Group Inc$221,6322023
West Metro Pet Care Inc. Retirement PlanWest Metro Pet Care Inc.$166,0462023
Reach Your Potential Ventures Inc. Retirement PlanReach Your Potential Ventures Inc.$127,6002023
Dm Flavion And Sons, Inc. 401(K) Profit Sharing PlanDm Flavion And Sons, Inc.$72,4972023
Strom Aviation, IncStrom Aviation, Inc.not reported in the loaded dataset2023
Ridgeview Medical Center Comprehensive Health And Welfare Benefit PlanRidgeview Medical Centernot reported in the loaded dataset2023
Km Supermarkets Inc. Life, Disability And Dental Insurance PlanKm Supermarkets Inc.not reported in the loaded dataset2023
Pvs Sackett-Waconia Inc Erisa Wrap PlanPvs Sackett-Waconia Incnot reported in the loaded dataset2023
Lakeview Clinic, Ltd. Health & Welfare PlanLakeview Clinic, Ltd.not reported in the loaded dataset2023

Related Form 5500 pages