Shiprock, NM 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, Shiprock, NM has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $20,021,349 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Shiprock

  • 1 loaded plans hold $20M in reported assets across 1 sponsors.
  • The largest, 401(K) Profit-Sharing Plan For Employees Of Navajo Engineering And Construction Authority, holds 100% of reported Shiprock plan assets.
  • Plans cover 622 participants — about 622 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20MSummed across loaded plans$20,021,349
Total reported assets$20M$20,021,349
Total reported participants622
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$20M total assets
Net assets$20MLiabilities$0
Contributions & income
Employer contributions$867K
Participant contributions$580.6K
Total income / additions$5.1M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.9M
Net increase / (decrease)$3.2M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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

Shiprock market comparison

Largest plan share of assets100%401(K) Profit-Sharing Plan For Employees Of Navajo Engineering And Construction Authority
Participants per plan622Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Shiprock

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

  1. 1

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Shiprock, NM?
1 plan(s) reported by 1 sponsor(s) are loaded for Shiprock, NM.

Related Form 5500 pages