Plan5500

Bancroft, 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, Bancroft, IA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $11,240,623 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Bancroft

  • 3 loaded plans hold $11.2M in reported assets across 2 sponsors.
  • The largest, Bancroft Implement, Inc. Retirement Savings Plan, holds 100% of reported Bancroft plan assets.
  • Plans cover 430 participants — about 143 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.2MSummed across loaded plans$11,240,623
Total reported assets$11.2M$11,240,623
Total reported participants430
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.2M total assets
Net assets$11.2MLiabilities$0
Contributions & income
Employer contributions$78.1K
Participant contributions$278.5K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$132K
Total expenses$138.6K
Net increase / (decrease)$912.7K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

Bancroft market comparison

Largest plan share of assets100%Bancroft Implement, Inc. Retirement Savings Plan
Participants per plan143Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Bancroft

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

  1. 1
    Bancroft Implement, Inc. Retirement Savings Plan$11.2M
    Bancroft Implement, Inc. · 2023
  2. 2
    Klm Acquisition Dba Aluma Ltd Health And Welfare Benefit Plannot reported in the loaded dataset
    Klm Acquisition Dba Aluma Ltd · 2023
  3. 3
    Bancroft Implement, Inc. Benefitsnot reported in the loaded dataset
    Bancroft Implement, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bancroft, IA?
3 plan(s) reported by 2 sponsor(s) are loaded for Bancroft, IA.

Related Form 5500 pages