How many Form 5500 benefit plans are loaded for Windom, MN?

4 plan(s) reported by 3 sponsor(s) are loaded for Windom, MN.

Windom, 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, Windom, MN has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $8,592,861 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 4
Plan sponsors: 3
Latest filing year: 2023

What stands out in Windom

4 loaded plans hold $8.6M in reported assets across 3 sponsors.
The largest, Fortune Transportation 401k And Profit Sharing Plan, holds 100% of reported Windom plan assets.
Plans cover 2,054 participants — about 514 per plan.
50% of loaded plans report full Schedule H/I financial statements.
50% report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.6MSummed across loaded plans$8,592,861

Total reported assets$8.6M$8,592,861

Total reported participants2.1K2,054

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.6M total assets

Net assets$8.6MLiabilities$0

Contributions & income

Employer contributions$563.6K

Participant contributions$1.3M

Total income / additions$3.7M

Expenses & distributions

Benefits paid / distributions$7.1M

Total expenses$7.4M

Net increase / (decrease)-$3.7M

Data coverage

Plans with financial statements2 / 4 (50%)

Plans with provider compensation2 / 4 (50%)

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

Computed from loaded plans

Windom market comparison

Largest plan share of assets100%Fortune Transportation 401k And Profit Sharing Plan

Participants per plan514Average across loaded plans

Plan sponsors3

Ranked by reported assets

Largest loaded plans in Windom

Bars show each plan's reported end-of-year assets relative to the largest.

1
Fortune Transportation 401k And Profit Sharing Plan$8.6M
Fortune Transportation · 2023
2
Hylife Foods Windom 401(K) Plan$12.7K
Hylife Foods Windom, LLC · 2023
3
Windom Area Health Dental Plannot reported in the loaded dataset
Windom Area Health · 2023
4
Fortune Transportion Health And Welfare Plannot reported in the loaded dataset
Fortune Transportation · 2023

Largest plans in Windom → · Windom plans by participants → · Windom plans with financial data → · Windom plans with provider compensation → · $1B+ plans in Windom →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Windom, MN?: 4 plan(s) reported by 3 sponsor(s) are loaded for Windom, MN.