Plan5500

Conrad, 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, Conrad, IA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $51,305,693 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 Conrad

  • 3 loaded plans hold $51.3M in reported assets across 2 sponsors.
  • The largest, Ritchie Industries, Inc. Employee Stock Ownership Plan, holds 62% of reported Conrad plan assets.
  • Plans cover 881 participants — about 294 per plan.
  • 67% 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$38.6MSummed across loaded plans$38,623,688
Total reported assets$51.3M$51,305,693
Total reported participants881
Total reported liabilities$12.7M$12,682,005

Reported net position

Reported assets = net assets + liabilities (summed)$51.3M total assets
Net assets$38.6MLiabilities$12.7M
Contributions & income
Employer contributions$1.3M
Participant contributions$1.5M
Total income / additions$13.4M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.8M
Net increase / (decrease)$10.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Conrad market comparison

Largest plan share of assets62%Ritchie Industries, Inc. Employee Stock Ownership Plan
Participants per plan294Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Conrad

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

  1. 1
    Ritchie Industries, Inc. Employee Stock Ownership Plan$31.6M
    Ritchie Industries, Inc. · 2023
  2. 2
    Nucara Management Group, Inc. 401(K) Plan$19.8M
    Nucara Management Group, Inc. · 2023
  3. 3
    Nucara Management Group, Inc. Life Insurance Plannot reported in the loaded dataset
    Nucara Management Group, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages