Plan5500

Fort Lupton, 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 Lupton, CO has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $74,640,357 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
6
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$74.6MSummed across loaded plans$74,640,357
Total reported assets$74.6M$74,640,357
Total reported participants3.5K3,487
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$74.6M total assets
Net assets$74.6MLiabilities$0
Contributions & income
Employer contributions$2.6M
Participant contributions$3.4M
Total income / additions$15.9M
Expenses & distributions
Benefits paid / distributions$8.2M
Total expenses$8.4M
Net increase / (decrease)$7.5M

Data coverage

Plans with financial statements5 / 9 (56%)
Plans with provider compensation7 / 9 (78%)

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

Computed from loaded plans

Fort Lupton market comparison

Largest plan share of assets41%Salud Family Health Retirement Plan
Participants per plan387Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Fort Lupton

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

  1. 1
    Salud Family Health Retirement Plan$30.4M
    Salud Family Health, Inc. · 2023
  2. 2
    Salud Family Health Employee Contribution 403(B) Plan$26.6M
    Salud Family Health, Inc. · 2023
  3. 3
    Golden Aluminum, Inc. 401(K) Savings Plan$12.7M
    Golden Aluminum, Inc. · 2023
  4. 4
    Wayne'S Electric 401(K) Plan$3.7M
    Wayne'S Electric · 2023
  5. 5
    Claystone Construction, Inc. 401(K) Plan$1.2M
    Claystone Construction, Inc. · 2023
  6. 6
    Golden Aluminum Incnot reported in the loaded dataset
    Golden Aluminum Inc. · 2023
  7. 7
    Salud Family Health, Inc. Employee Benefit Plannot reported in the loaded dataset
    Salud Family Health, Inc. · 2023
  8. 8
    Renewable Fiber,Inc Cafeteria Plannot reported in the loaded dataset
    Renewable Fiber, Inc. · 2023
  9. 9
    Saucedo Oil Field Service Welfare Benefit Plannot reported in the loaded dataset
    Saucedo Oil Field Service · 2023

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

Related Form 5500 pages