Fort Collins, CO 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, Fort Collins, CO has 138 loaded benefit plan(s) reported by 102 plan sponsor(s), with $3,035,431,622 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 138
- Plan sponsors
- 102
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $3,035,431,622
- Total reported liabilities (EOY)
- $12,290,106
- Total reported net assets (EOY)
- $3,023,117,053
Contributions & income
- Employer contributions
- $83,572,661
- Participant contributions
- $108,257,056
- Total income / additions
- $715,442,131
Expenses & distributions
- Benefits paid / distributions
- $272,158,107
- Total expenses
- $275,880,813
- Net increase / (decrease)
- $439,561,318
Coverage
- Total reported participants
- 56,191
- Plans with financial statements
- 92
- Plans with provider compensation
- 45
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fort Collins, CO 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 |
|---|---|---|---|
| Woodward Retirement Savings Plan | Woodward, Inc. | $1,765,770,435 | 2023 |
| Advanced Energy Industries, Inc. 401(K) Profit Sharing Plan | Advanced Energy Industries, Inc. | $228,672,514 | 2023 |
| New Belgium Brewing Company, Inc. 401(K) Plan | New Belgium Brewing Company, Inc. | $171,178,274 | 2023 |
| Woodward Hrt Pension Plan | Woodward, Inc. | $152,578,243 | 2023 |
| Orthopaedic & Spine Center Of The Rockies, P.C. 401(K) Profit Sharing Plan | Orthopaedic & Spine Center Of The Rockies, Pc | $76,479,793 | 2023 |
| Otter Products, LLC 401(K) Plan | Otter Products, LLC | $74,381,072 | 2023 |
| Northern Colorado Anesthesia Professionals, Pllc 401k Plan | Northern Colorado Anesthesia Professionals, Pllc | $57,119,444 | 2023 |
| Panorama Eye Care 401(K) And Profit Sharing Plan | Panorama Eye Care, LLC | $44,553,440 | 2023 |
| The Neenan Company 401(K) Profit Sharing Plan | The Neenan Company | $35,936,065 | 2023 |
| Fort Collins Radiologic Associates, P. C. Profit Sharing Plan | Fort Collins Radiologic Associates, P.C. | $35,496,831 | 2023 |
| Connell Resources, Inc. 401(K) Profit Sharing Plan | Connell Resources, Inc. | $30,716,741 | 2023 |
| Columbine Management Services Inc. 401(K) Retirement Plan And Trust | Columbine Management Services | $27,693,217 | 2023 |
| Fort Collins Women'S Clinic, P.C. 401(K) Plan | Fort Collins Womens Clinic, P.C. | $21,913,938 | 2023 |
| Odell Brewing Company 401(K) Plan | Odell Brewing Company | $19,951,818 | 2023 |
| Woodward Fst Employees' Pension Plan | Woodward, Inc. | $19,732,921 | 2023 |
| Brinkman Construction, Inc. Employee Stock Ownership Plan | Brinkman Construction, Inc. | $18,570,157 | 2023 |
| In-Situ Inc 401(K) Profit Sharing Plan | In-Situ Inc | $17,251,358 | 2023 |
| Novus Ag, LLC 401(K) Plan | Novus Ag, LLC | $17,019,726 | 2023 |
| Summitstone Health Partners 403(B) Retirement Plan | Summitstone Health Partners | $16,693,069 | 2023 |
| Lutra, LLC 401(K) Plan | Lutra, LLC | $15,543,478 | 2023 |
| Dellenbach Chevrolet 401(K) Plan | Dellenbach Chevrolet, Inc. | $13,312,718 | 2023 |
| Orthopaedic & Spine Center Of The Rockies, P.C. Cash Balance Plan | Orthopaedic & Spine Center Of The Rockies, P.C. | $12,655,781 | 2023 |
| English Language Institute In China 403(B) Plan | English Language Institute/China | $12,584,902 | 2023 |
| Forney Industries, Inc. 401(K) Profit Sharing Plan | Forney Industries, Inc. | $12,334,567 | 2023 |
| Markley Motors, Inc. Profit Sharing & Tax Sheltered Savings Plan | Markley Motors, Inc. | $9,835,553 | 2023 |
Largest plans in Fort Collins → · Fort Collins plans by participants → · Fort Collins plans with financial data → · Fort Collins plans with provider compensation → · $1B+ plans in Fort Collins →
Related Form 5500 pages
- All CO Form 5500 filings
- Woodward Retirement Savings Plan (plan 001)
- Woodward, Inc. — all reported plans
- Advanced Energy Industries, Inc. 401(K) Profit Sharing Plan (plan 001)
- Advanced Energy Industries, Inc. — all reported plans
- New Belgium Brewing Company, Inc. 401(K) Plan (plan 001)
- New Belgium Brewing Company, Inc. — all reported plans
- Woodward Hrt Pension Plan (plan 006)
- Orthopaedic & Spine Center Of The Rockies, P.C. 401(K) Profit Sharing Plan (plan 001)
- Orthopaedic & Spine Center Of The Rockies, Pc — all reported plans
- Otter Products, LLC 401(K) Plan (plan 002)
- Otter Products, LLC — all reported plans
- Northern Colorado Anesthesia Professionals, Pllc 401k Plan (plan 001)
- Northern Colorado Anesthesia Professionals, Pllc — all reported plans
- Panorama Eye Care 401(K) And Profit Sharing Plan (plan 002)
- Panorama Eye Care, LLC — all reported plans
- The Neenan Company 401(K) Profit Sharing Plan (plan 001)
- The Neenan Company — all reported plans
- Fort Collins Radiologic Associates, P. C. Profit Sharing Plan (plan 002)
- Fort Collins Radiologic Associates, P.C. — all reported plans
- Connell Resources, Inc. 401(K) Profit Sharing Plan (plan 001)
- Connell Resources, Inc. — all reported plans
- Columbine Management Services Inc. 401(K) Retirement Plan And Trust (plan 001)
- Columbine Management Services — all reported plans
- Fort Collins Women'S Clinic, P.C. 401(K) Plan (plan 001)
- Fort Collins Womens Clinic, P.C. — all reported plans
- Odell Brewing Company 401(K) Plan (plan 001)
- Odell Brewing Company — all reported plans
- Woodward Fst Employees' Pension Plan (plan 005)
- Methodology
- Data sources