Plan5500

Fort Morgan, 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 Morgan, CO has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $31,067,268 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Fort Morgan

  • 5 loaded plans hold $31.1M in reported assets across 4 sponsors.
  • The largest, Viaero Wireless Technologies, Inc. 401k Plan, holds 56% of reported Fort Morgan plan assets.
  • Plans cover 1,118 participants — about 224 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$27.6MSummed across loaded plans$27,606,807
Total reported assets$31.1M$31,067,268
Total reported participants1.1K1,118
Total reported liabilities$3.5M$3,460,461

Reported net position

Reported assets = net assets + liabilities (summed)$31.1M total assets
Net assets$27.6MLiabilities$3.5M
Contributions & income
Employer contributions$703.7K
Participant contributions$1.6M
Total income / additions$8M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.3M
Net increase / (decrease)$6.7M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fort Morgan, 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 Morgan market comparison

Largest plan share of assets56%Viaero Wireless Technologies, Inc. 401k Plan
Participants per plan224Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Fort Morgan

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

  1. 1
    Viaero Wireless Technologies, Inc. 401k Plan$17.3M
    Viaero Wireless Technologies, Inc. · 2023
  2. 2
    Fms Bank Employee Stock Ownership And 401(K) Plan$13.7M
    Fms Bank · 2023
  3. 3
    J N B Retirement Plan$100K
    J N B Corporation · 2023
  4. 4
    Blfn Management Company, Inc. Esop$36.7K
    Blfn Management Company, Inc. · 2023
  5. 5
    Viaero Wireless Technologies, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Viaero Wireless Technologies Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Fort Morgan, CO?
5 plan(s) reported by 4 sponsor(s) are loaded for Fort Morgan, CO.

Related Form 5500 pages