Plan5500

Morrison, 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, Morrison, CO has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $2,485,379 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
6
Latest filing year
2023

What stands out in Morrison

  • 6 loaded plans hold $2.5M in reported assets across 6 sponsors.
  • The largest, Marnik Retirement Plan, holds 31% of reported Morrison plan assets.
  • Plans cover 25 participants — about 4 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.5MSummed across loaded plans$2,485,379
Total reported assets$2.5M$2,485,379
Total reported participants25
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.5M total assets
Net assets$2.5MLiabilities$0
Contributions & income
Employer contributions$18.4K
Participant contributions$76.9K
Total income / additions$887.8K
Expenses & distributions
Benefits paid / distributions$1.9M
Total expenses$1.9M
Net increase / (decrease)-$1M

Data coverage

Plans with financial statements6 / 6 (100%)
Plans with provider compensation0 / 6 ()

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

Morrison market comparison

Largest plan share of assets31%Marnik Retirement Plan
Participants per plan4Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Morrison

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

  1. 1
    Marnik Retirement Plan$779.1K
    Marnik Co. · 2023
  2. 2
    Aqua Cat 401(K) Plan$673.9K
    Aqua Sierra, Inc. · 2023
  3. 3
    Jutare Retirement Plan$497.3K
    Jutare, Inc. · 2023
  4. 4
    Next Level Corporation 401(K) Plan$362.4K
    Next Level Corporation · 2023
  5. 5
    Railpoints Retirement Plan$143.2K
    Railpoints, Corp. · 2023
  6. 6
    Weigelenterprises Inc. Retirement Plan$29.4K
    Weigelenterprises Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Morrison, CO?
6 plan(s) reported by 6 sponsor(s) are loaded for Morrison, CO.

Related Form 5500 pages