Plan5500

Ft. 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, Ft. Collins, CO has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $17,457,336 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
5
Latest filing year
2023

What stands out in Ft. Collins

  • 5 loaded plans hold $17.5M in reported assets across 5 sponsors.
  • The largest, Odell Brewing Company Co-Worker Stock Ownership Plan, holds 39% of reported Ft. Collins plan assets.
  • Plans cover 470 participants — about 94 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 60% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13MSummed across loaded plans$12,964,761
Total reported assets$17.5M$17,457,336
Total reported participants470
Total reported liabilities$4.5M$4,492,575

Reported net position

Reported assets = net assets + liabilities (summed)$17.5M total assets
Net assets$13MLiabilities$4.5M
Contributions & income
Employer contributions$220.3K
Participant contributions$441.8K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$2.6M
Total expenses$2.9M
Net increase / (decrease)-$1.3M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation3 / 5 (60%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ft. 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.

Computed from loaded plans

Ft. Collins market comparison

Largest plan share of assets39%Odell Brewing Company Co-Worker Stock Ownership Plan
Participants per plan94Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Ft. Collins

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

  1. 1
    Odell Brewing Company Co-Worker Stock Ownership Plan$6.8M
    Odell Brewing Company · 2023
  2. 2
    Mister Money Investment, Inc. 401(K) Plan$0
    Mister Money Investment, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages