Plan5500

Amana, 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, Amana, IA has 5 loaded benefit plan(s) reported by 1 plan sponsor(s), with $17,075,209 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
1
Latest filing year
2023

What stands out in Amana

  • 5 loaded plans hold $17.1M in reported assets across 1 sponsors.
  • The largest, Amana Society 401(K) Plan, holds 76% of reported Amana plan assets.
  • Plans cover 674 participants — about 135 per plan.
  • 40% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.1MSummed across loaded plans$17,075,209
Total reported assets$17.1M$17,075,209
Total reported participants674
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17.1M total assets
Net assets$17.1MLiabilities$0
Contributions & income
Employer contributions$404.6K
Participant contributions$569.2K
Total income / additions$4.5M
Expenses & distributions
Benefits paid / distributions$760.6K
Total expenses$833.2K
Net increase / (decrease)$3.7M

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation2 / 5 (40%)

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

Computed from loaded plans

Amana market comparison

Largest plan share of assets76%Amana Society 401(K) Plan
Participants per plan135Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Amana

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

  1. 1
    Amana Society 401(K) Plan$13M
    Amana Society · 2023
  2. 2
    Amana Society Retirement Plan$4M
    Amana Society · 2023
  3. 3
    Amana Society, Inc. Health Insurance Plannot reported in the loaded dataset
    Amana Society, Inc · 2023
  4. 4
    Amana Society, Inc. Life Insurance Plannot reported in the loaded dataset
    Amana Society, Inc. · 2023
  5. 5
    Amana Society, Inc. Dental Plannot reported in the loaded dataset
    Amana Society, Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages