Plan5500

Algona, IA 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, Algona, IA has 8 loaded benefit plan(s) reported by 3 plan sponsor(s), with $49,712,136 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$49.7MSummed across loaded plans$49,711,942
Total reported assets$49.7M$49,712,136
Total reported participants1.9K1,931
Total reported liabilities$194

Reported net position

Reported assets = net assets + liabilities (summed)$49.7M total assets
Net assets$49.7MLiabilities$194
Contributions & income
Employer contributions$1.6M
Participant contributions$2.5M
Total income / additions$12.4M
Expenses & distributions
Benefits paid / distributions$7.5M
Total expenses$7.6M
Net increase / (decrease)$4.8M

Data coverage

Plans with financial statements3 / 8 (38%)
Plans with provider compensation2 / 8 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Algona, IA 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.

Largest loaded plans by reported assets

Largest loaded plans in Algona, IA
PlanSponsorReported assets (EOY)Year
Pharmacists Mutual Insurance Co. Salary Savings PlanPharmacists Mutual Insurance Company$48,736,3392023
Johnson-Hoover Land Corp Retirement PlanJohnson-Hoover Land Corp$551,2942023
Buscher Bros. Corporation Profit Sharing PlanBuscher Bros. Corporation$424,5032023
Pharmacists Mutual Companies Flexible Benefits PlanPharmacists Mutual Insurance Companynot reported in the loaded dataset2023
Pharmacists Mutual Companies Long Term Disability PlanPharmacists Mutual Insurance Companynot reported in the loaded dataset2023
Pharmacists Mutual Companies Life Insurance PlanPharmacists Mutual Insurance Companynot reported in the loaded dataset2023
Pharmacists Mutual Companies Short Term Disability PlanPharmacists Mutual Insurance Companynot reported in the loaded dataset2023
Pharmacists Mutual Companies Health Dental & Vision PlanPharmacists Mutual Insurance Companynot reported in the loaded dataset2023

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

Related Form 5500 pages