Sioux Falls, SD 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, Sioux Falls, SD has 411 loaded benefit plan(s) reported by 283 plan sponsor(s), with $8,191,247,517 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 411
- Plan sponsors
- 283
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $8,191,247,517
- Total reported liabilities (EOY)
- $85,647,404
- Total reported net assets (EOY)
- $8,105,600,113
Contributions & income
- Employer contributions
- $116,844,623
- Participant contributions
- $184,114,036
- Total income / additions
- $1,567,428,520
Expenses & distributions
- Benefits paid / distributions
- $374,282,447
- Total expenses
- $399,037,431
- Net increase / (decrease)
- $1,168,391,089
Coverage
- Total reported participants
- 113,342
- Plans with financial statements
- 267
- Plans with provider compensation
- 80
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sioux Falls, SD 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Eagle Mid Cap Growth Cit | Alta Trust Company | $662,009,391 | 2023 |
| Resources Diversified Equity | Alta Trust Company | $499,787,021 | 2023 |
| Sloy Dahl & Holst Aggressive | Alta Trust Company | $329,288,130 | 2023 |
| Good Samaritan Society 401k Plan | The Evangelical Lutheran Good Samaritan Society | $254,213,431 | 2023 |
| Sanford Health Employees' Pension Plan | Sanford Health | $236,364,076 | 2023 |
| Poet 401(K) Plan | Poet Biorefining LLC | $219,059,384 | 2023 |
| Premier 401(K) Plan | First Premier Bank | $215,996,195 | 2023 |
| Sia Global Growth | Alta Trust Company | $209,848,388 | 2023 |
| At T. Rowe Price Large Cap Growth Trust | At - T. Rowe Price Large Cap Growth Trust | $200,976,516 | 2023 |
| Resources Diversified Fixed Income | Alta Trust Company | $193,063,000 | 2023 |
| Pathward, National Association 401(K) Plan | Pathward, National Association | $150,914,631 | 2023 |
| Sloy Dahl & Holst Balanced | Alta Trust Company | $134,789,805 | 2023 |
| California Dentists Guild Group Trust | Alta Trust Company | $131,547,991 | 2023 |
| Amesbury Group, Inc. Retirement Savings Plan | Amesbury Group, Inc. | $129,155,277 | 2023 |
| Resources Diversified Risk Mitigation | Resources Diversified Risk Mitigation | $122,243,875 | 2023 |
| Intellicents Moderately Aggressive Cif | Intellicents Moderately Aggressive Cif | $108,603,650 | 2023 |
| American Innovation | American Innovation | $102,187,114 | 2023 |
| The First National Bank In Sioux Falls Employees Profit Sharing Plan | The First National Bank In Sioux Falls | $98,651,776 | 2023 |
| Sia Target Date 2035 | Alta Trust Company | $94,204,763 | 2023 |
| Sia Large Cap Growth | Alta Trust Company | $92,756,041 | 2023 |
| Sia Target Date 2040 | Sia Target Date 2040 | $92,661,939 | 2023 |
| Sia Target Date 2030 | Alta Trust Company | $87,257,838 | 2023 |
| Alta Trust Short Term Investment Fund | Alta Trust Short Term Investment Fund | $86,205,887 | 2023 |
| Sia Target Date 2045 | Alta Trust Company | $84,536,505 | 2023 |
| Associated General Contractors Of Sd 401(K) Profit Sharing Plan | Assoc. General Contractors Of Sd, Inc. Building | $84,054,332 | 2023 |
Largest plans in Sioux Falls → · Sioux Falls plans by participants → · Sioux Falls plans with financial data → · Sioux Falls plans with provider compensation → · $1B+ plans in Sioux Falls →
Related Form 5500 pages
- All SD Form 5500 filings
- Eagle Mid Cap Growth Cit (plan 001)
- Alta Trust Company — all reported plans
- Resources Diversified Equity (plan 001)
- Alta Trust Company — all reported plans
- Sloy Dahl & Holst Aggressive (plan 001)
- Alta Trust Company — all reported plans
- Good Samaritan Society 401k Plan (plan 002)
- The Evangelical Lutheran Good Samaritan Society — all reported plans
- Sanford Health Employees' Pension Plan (plan 001)
- Sanford Health — all reported plans
- Poet 401(K) Plan (plan 001)
- Poet Biorefining LLC — all reported plans
- Premier 401(K) Plan (plan 001)
- First Premier Bank — all reported plans
- Sia Global Growth (plan 001)
- Alta Trust Company — all reported plans
- At T. Rowe Price Large Cap Growth Trust (plan 001)
- At - T. Rowe Price Large Cap Growth Trust — all reported plans
- Resources Diversified Fixed Income (plan 001)
- Alta Trust Company — all reported plans
- Pathward, National Association 401(K) Plan (plan 001)
- Pathward, National Association — all reported plans
- Sloy Dahl & Holst Balanced (plan 001)
- Alta Trust Company — all reported plans
- California Dentists Guild Group Trust (plan 001)
- Alta Trust Company — all reported plans
- Amesbury Group, Inc. Retirement Savings Plan (plan 003)
- Amesbury Group, Inc. — all reported plans
- Resources Diversified Risk Mitigation (plan 001)
- Resources Diversified Risk Mitigation — all reported plans
- Methodology
- Data sources