Plan5500

Chariton, 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, Chariton, IA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $11,728,730 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Chariton

  • 1 loaded plans hold $11.7M in reported assets across 1 sponsors.
  • The largest, Johnson Machine Works, Inc. Profit Sharing And 401(K) Plan, holds 100% of reported Chariton plan assets.
  • Plans cover 87 participants — about 87 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.7MSummed across loaded plans$11,728,730
Total reported assets$11.7M$11,728,730
Total reported participants87
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.7M total assets
Net assets$11.7MLiabilities$0
Contributions & income
Employer contributions$186.6K
Participant contributions$434.2K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$2.1M
Total expenses$2.1M
Net increase / (decrease)$610.9K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Chariton market comparison

Largest plan share of assets100%Johnson Machine Works, Inc. Profit Sharing And 401(K) Plan
Participants per plan87Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Chariton

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

  1. 1
    Johnson Machine Works, Inc. Profit Sharing And 401(K) Plan$11.7M
    Johnson Machine Works · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages