Bettendorf, 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, Bettendorf, IA has 32 loaded benefit plan(s) reported by 15 plan sponsor(s), with $164,249,959 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 32
- Plan sponsors
- 15
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $164,249,959
- Total reported liabilities (EOY)
- $6,427,357
- Total reported net assets (EOY)
- $157,915,562
Contributions & income
- Employer contributions
- $6,770,100
- Participant contributions
- $5,256,141
- Total income / additions
- $38,766,338
Expenses & distributions
- Benefits paid / distributions
- $14,683,572
- Total expenses
- $15,170,669
- Net increase / (decrease)
- $23,595,669
Coverage
- Total reported participants
- 6,025
- Plans with financial statements
- 15
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bettendorf, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Ora Orthopedics, P.C. 401(K) Savings Plan | Ora Orthopedics, P.C. | $67,351,408 | 2023 |
| Eye Surgeons Associates, P.C. Retirement Plan | Eye Surgeons Associates, P.C. | $24,219,416 | 2023 |
| Ascentra Credit Union 401(K) Retirement Plan And Trust | Ascentra Credit Union | $15,970,616 | 2023 |
| Le Claire Manufacturing Co. 401(K) Employee Benefit Plan | Le Claire Manufacturing Co. | $15,782,217 | 2023 |
| Ria Federal Credit Union 401(K) Retirement Savings Plan | Ria Federal Credit Union | $9,247,473 | 2023 |
| Ora Orthopedics, P.C. Cash Balance Plan | Ora Orthopedics, P.C. | $7,393,192 | 2023 |
| Galaxy 1 401(K) Plan | Galaxy 1 Marketing, Inc. | $7,365,266 | 2023 |
| The Schebler Company Employee Stock Ownership Plan | The Schebler Co. | $6,123,539 | 2023 |
| New Choices, Inc. 401(K) Retirement Plan | New Choices, Inc. | $4,119,025 | 2023 |
| Jmf Company 401(K) Retirement Plan | Jmf Company | $2,986,120 | 2023 |
| Gastroenterology Associates, P.C. Profit Sharing 401(K) Plan | Gastroenterology Associates, P.C. | $2,144,846 | 2023 |
| Sivyer Steel Castings LLC Hourly Employees' 401(K) Plan | Sivyer Steel Castings LLC | $1,323,096 | 2023 |
| Emcubed Enterprises, Inc. 401(K) Plan | Emcubed Enterprises, Inc. | $223,745 | 2023 |
| Jsw Group, Inc. 401(K) Plan | Jsw Group, Inc. | $0 | 2023 |
| Sivyer Steel Castings LLC Retirement Income Plan | Sivyer Steel Castings LLC | $0 | 2023 |
| Galaxy 1 Marketing, Inc Employee Benefits Plan | Galaxy 1 Marketing, Inc. | not reported in the loaded dataset | 2023 |
| Ascentra Credit Union Employee Benefits Plan | Ascentra Credit Union | not reported in the loaded dataset | 2023 |
| Quad City Human Resource Co Inc Medical Plean | Quad City Human Resource Co Inc | not reported in the loaded dataset | 2023 |
| Le Claire Manufacturing Co. Employee Benefit Plan | Le Claire Manufacturing Co. | not reported in the loaded dataset | 2023 |
| Ora Orthopedics Group Vision Plan | Ora Orthopedics, P.C. | not reported in the loaded dataset | 2023 |
| Ora Orthopedics, Pc Disability Plan | Ora Orthopedics, P.C. | not reported in the loaded dataset | 2023 |
| Eye Surgeons Associates, P.C. Life Insurance Plan | Eye Surgeons Associates, P.C. | not reported in the loaded dataset | 2023 |
| Eye Surgeons Associates, P.C. Long Term Disability Plan | Eye Surgeons Associates, P.C. | not reported in the loaded dataset | 2023 |
| Ora Orthopedics Group Dental Plan | Ora Orthopedics, Pc | not reported in the loaded dataset | 2023 |
| New Choices, Inc Health And Benefit Plan | New Choices, Inc | not reported in the loaded dataset | 2023 |
Largest plans in Bettendorf → · Bettendorf plans by participants → · Bettendorf plans with financial data → · Bettendorf plans with provider compensation → · $1B+ plans in Bettendorf →
Related Form 5500 pages
- All IA Form 5500 filings
- Ora Orthopedics, P.C. 401(K) Savings Plan (plan 003)
- Ora Orthopedics, P.C. — all reported plans
- Eye Surgeons Associates, P.C. Retirement Plan (plan 002)
- Eye Surgeons Associates, P.C. — all reported plans
- Ascentra Credit Union 401(K) Retirement Plan And Trust (plan 002)
- Ascentra Credit Union — all reported plans
- Le Claire Manufacturing Co. 401(K) Employee Benefit Plan (plan 001)
- Le Claire Manufacturing Co. — all reported plans
- Ria Federal Credit Union 401(K) Retirement Savings Plan (plan 002)
- Ria Federal Credit Union — all reported plans
- Ora Orthopedics, P.C. Cash Balance Plan (plan 005)
- Galaxy 1 401(K) Plan (plan 001)
- Galaxy 1 Marketing, Inc. — all reported plans
- The Schebler Company Employee Stock Ownership Plan (plan 002)
- The Schebler Co. — all reported plans
- New Choices, Inc. 401(K) Retirement Plan (plan 001)
- New Choices, Inc. — all reported plans
- Jmf Company 401(K) Retirement Plan (plan 003)
- Jmf Company — all reported plans
- Gastroenterology Associates, P.C. Profit Sharing 401(K) Plan (plan 002)
- Gastroenterology Associates, P.C. — all reported plans
- Sivyer Steel Castings LLC Hourly Employees' 401(K) Plan (plan 005)
- Sivyer Steel Castings LLC — all reported plans
- Emcubed Enterprises, Inc. 401(K) Plan (plan 001)
- Emcubed Enterprises, Inc. — all reported plans
- Jsw Group, Inc. 401(K) Plan (plan 001)
- Jsw Group, Inc. — all reported plans
- Sivyer Steel Castings LLC Retirement Income Plan (plan 002)
- Methodology
- Data sources