Plan5500

Beaman, 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, Beaman, IA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $22,461,152 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Beaman

  • 2 loaded plans hold $22.5M in reported assets across 1 sponsors.
  • The largest, The Restated Noncontributory Retirement Plan For Cooperatives, holds 50% of reported Beaman plan assets.
  • Plans cover 378 participants — about 189 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$22.5MSummed across loaded plans$22,452,505
Total reported assets$22.5M$22,461,152
Total reported participants378
Total reported liabilities$8.6K$8,647

Reported net position

Reported assets = net assets + liabilities (summed)$22.5M total assets
Net assets$22.5MLiabilities$8.6K
Contributions & income
Employer contributions$628.1K
Participant contributions$459.7K
Total income / additions$3.9M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.7M
Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

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

Beaman market comparison

Largest plan share of assets50%The Restated Noncontributory Retirement Plan For Cooperatives
Participants per plan189Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Beaman

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

  1. 1
    The Restated Noncontributory Retirement Plan For Cooperatives$11.3M
    Mid Iowa Coop · 2023
  2. 2
    The Restated Thrift/Profit Sharing Plan For Cooperatives$11.2M
    Mid Iowa Coop · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages