Roggen, 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, Roggen, CO has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $5,052,093 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Roggen

  • 1 loaded plans hold $5.1M in reported assets across 1 sponsors.
  • The largest, Bittersweet Turf Farms, Inc. Employee Stock Ownership Plan, holds 100% of reported Roggen plan assets.
  • Plans cover 16 participants — about 16 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$5.1MSummed across loaded plans$5,052,093
Total reported assets$5.1M$5,052,093
Total reported participants16
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$5.1M total assets
Net assets$5.1MLiabilities
Expenses & distributions
Benefits paid / distributions$94.5K
Total expenses$94.5K
Net increase / (decrease)-$416.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Roggen market comparison

Largest plan share of assets100%Bittersweet Turf Farms, Inc. Employee Stock Ownership Plan
Participants per plan16Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Roggen

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

  1. 1
    Bittersweet Turf Farms, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Roggen, CO?
1 plan(s) reported by 1 sponsor(s) are loaded for Roggen, CO.

Related Form 5500 pages