Plan5500

Carroll, 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, Carroll, IA has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $63,334,012 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
7
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$62.5MSummed across loaded plans$62,504,435
Total reported assets$63.3M$63,334,012
Total reported participants1.3K1,257
Total reported liabilities$829.6K$829,577

Reported net position

Reported assets = net assets + liabilities (summed)$63.3M total assets
Net assets$62.5MLiabilities$829.6K
Contributions & income
Employer contributions$2.1M
Participant contributions$2.5M
Total income / additions$10M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.5M
Net increase / (decrease)$6.5M

Data coverage

Plans with financial statements6 / 8 (75%)
Plans with provider compensation3 / 8 (38%)

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

Carroll market comparison

Largest plan share of assets58%Carroll County Bancshares, Inc. Employee Stock Ownership Plan (With 401(K) Provisions)
Participants per plan157Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Carroll

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

  1. 1
    Carroll County Bancshares, Inc. Employee Stock Ownership Plan (With 401(K) Provisions)$36.5M
    Carroll County Bancshares, Inc. · 2023
  2. 2
    New Hope Village 401(K) Plan$10.8M
    New Hope Village · 2023
  3. 3
    Apqs Inc 401(K) Profit Sharing Plan$7.4M
    Apqs Inc · 2023
  4. 4
    Windstar Lines, Inc. 401(K) Plan$6.3M
    Windstar Lines, Inc. · 2023
  5. 5
    Carroll Apothecary, Inc. Employee Stock Ownership Plan$2.2M
    Carroll Apothecary, Inc. · 2023
  6. 6
    Iowa Fitness, Inc. Retirement Plan$60K
    Iowa Fitness, Inc · 2023
  7. 7
    New Hope Village Employee Benefits Plannot reported in the loaded dataset
    New Hope Village · 2023
  8. 8
    New Opportunities Welfare Benefit Plannot reported in the loaded dataset
    Community Opportunities, Inc. · 2023

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

Related Form 5500 pages