Wadena, 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, Wadena, MN has 10 loaded benefit plan(s) reported by 3 plan sponsor(s), with $154,401,881 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$154,401,881
Total reported liabilities (EOY)
$9,614,518
Total reported net assets (EOY)
$144,787,363

Contributions & income

Employer contributions
$10,824,545
Participant contributions
$2,779,013
Total income / additions
$17,074,106

Expenses & distributions

Benefits paid / distributions
$16,141,918
Total expenses
$16,678,844
Net increase / (decrease)
$395,262

Coverage

Total reported participants
4,592
Plans with financial statements
3
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wadena, 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 Wadena, MN
PlanSponsorReported assets (EOY)Year
Russ Davis Wholesale, Inc Employee Stock Ownership PlanRuss Davis Wholesale, Inc$92,136,4022023
Astera Health Employee Retirement PlanAstera Health$42,003,6192023
Mason Brothers 401(K) Profit Sharing PlanMason Brothers Company$20,261,8602023
Astera Health Dental Benefit PlanAstera Healthnot reported in the loaded dataset2023
Astera Health Life & Disability Benefit PlanAstera Healthnot reported in the loaded dataset2023
Russ Davis Wholesale, Inc. Health PlanRuss Davis Wholesale, Inc.not reported in the loaded dataset2023
Russ Davis Wholesale, Inc. Dental PlanRuss Davis Wholesale, Inc.not reported in the loaded dataset2023
Russ Davis Wholesale, Inc. Life Insurance PlanRuss Davis Wholesale, Inc.not reported in the loaded dataset2023
Mason Brothers Company Employee Benefits PlanMason Brothers Companynot reported in the loaded dataset2023
Astera Health Medical Benefit PlanAstera Healthnot reported in the loaded dataset2023

Related Form 5500 pages