Plan5500

Frederick, 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, Frederick, CO has 11 loaded benefit plan(s) reported by 10 plan sponsor(s), with $32,884,291 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
10
Latest filing year
2023

What stands out in Frederick

  • 11 loaded plans hold $32.9M in reported assets across 10 sponsors.
  • The largest, Mark Young Construction, LLC 401(K) Profit Sharing Plan, holds 39% of reported Frederick plan assets.
  • Plans cover 726 participants — about 66 per plan.
  • 91% of loaded plans report full Schedule H/I financial statements.
  • 27% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.8MSummed across loaded plans$5,796,866
Total reported assets$32.9M$32,884,291
Total reported participants726
Total reported liabilities$27.1M$27,087,425

Reported net position

Reported assets = net assets + liabilities (summed)$32.9M total assets
Net assets$5.8MLiabilities$27.1M
Contributions & income
Employer contributions$1.7M
Participant contributions$1.5M
Total income / additions$10M
Expenses & distributions
Benefits paid / distributions$594.5K
Total expenses$1.4M
Net increase / (decrease)$8.5M

Data coverage

Plans with financial statements10 / 11 (91%)
Plans with provider compensation3 / 11 (27%)

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

Frederick market comparison

Largest plan share of assets39%Mark Young Construction, LLC 401(K) Profit Sharing Plan
Participants per plan66Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in Frederick

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

  1. 1
    Mark Young Construction, LLC 401(K) Profit Sharing Plan$12.9M
    Mark Young Construction, LLC · 2023
  2. 2
    Golden Triangle Construction, LLC 401(K) Plan$9M
    Golden Triangle Construction, LLC · 2023
  3. 3
    Gtc Employee Stock Ownership Plan$8.6M
    Gtc Holdings, Inc. · 2023
  4. 4
    Meadowlark Optics, Inc. Employee Stock Ownership$1M
    Meadowlark Optics, Inc. · 2023
  5. 5
    Kopi Kanyon Inc. Retirement Plan$579.2K
    Kopi Kanyon Inc. · 2023
  6. 6
    Bj Heating & Air, Inc. 401k Profit Sharing Plan$400.8K
    Bj Heating & Air, Inc. · 2023
  7. 7
    5 Stones Enterprise, Inc. 401k Profit Sharing Plan$270.9K
    5 Stones Enterprise, Inc. · 2023
  8. 8
    Ddb Corporation 401(K) Plan$110.4K
    Ddb Corporation · 2023
  9. 9
    5280 Management Co. 401(K) Plan$82.4K
    5280 Management Co. · 2023
  10. 10
    Hardy Adventures Retirement Plan$20.1K
    Hardy Adventures, Inc. · 2023
  11. 11
    Mark Young Construction, LLC Health And Welfare Benefit Plannot reported in the loaded dataset
    Mark Young Construction, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Frederick, CO?
11 plan(s) reported by 10 sponsor(s) are loaded for Frederick, CO.

Related Form 5500 pages