Fort Dodge, 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, Fort Dodge, IA has 18 loaded benefit plan(s) reported by 9 plan sponsor(s), with $347,712,244 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
18
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$347,712,244
Total reported liabilities (EOY)
$92,863,763
Total reported net assets (EOY)
$254,848,481

Contributions & income

Employer contributions
$18,144,941
Participant contributions
$8,562,407
Total income / additions
$79,273,894

Expenses & distributions

Benefits paid / distributions
$21,228,093
Total expenses
$22,330,611
Net increase / (decrease)
$56,943,283

Coverage

Total reported participants
5,171
Plans with financial statements
11
Plans with provider compensation
6

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

Largest loaded plans in Fort Dodge, IA
PlanSponsorReported assets (EOY)Year
The Restated Noncontributory Retirement Plan For CooperativesNew Cooperative, Inc.$153,323,5762023
The Restated Thrift/Profit Sharing Plan For CooperativesNew Cooperative, Inc.$105,633,6682023
Jensen Builders Ltd. Employee Stock Ownership PlanJensen Builders Ltd.$38,540,0002023
Decker Truck Line, Inc. 401(K) Savings PlanDecker Truck Line, Inc.$27,073,3412023
Woodruff Construction Employee Stock Ownership PlanWoodruff Construction, Inc.$7,778,5902023
Woodruff Construction Employees Profit Sharing 401(K) Plan & TrustWoodruff Construction, Inc$6,817,2642023
Friendship Haven, Inc. Employees' Pension PlanFriendship Haven, Inc.$5,506,5702023
Josephson Manufacturing Company Employee Stock Ownership PlanJosephson Manufacturing Co.$1,563,4852023
Ekd Enterprises, Inc. Dba Fort Dodge Transmission Retirement PlanEkd Enterprises, Inc. Dba Fort Dodge Transmission$1,235,2482023
Jdf Holdings Corp. 401(K) PlanJdf Holdings Corp.$240,5022023
C & S Products Co., Inc. 401k Savings PlanC & S Products Co., Inc.$02023
Friendship Haven Inc Health PlanFriendship Haven Inc.not reported in the loaded dataset2023
Woodruff ConstructionWoodruff Constructionnot reported in the loaded dataset2023
Woodruff ConstructionWoodruff Constructionnot reported in the loaded dataset2023
Friendship Haven Inc Life & Disability PlanFriendship Haven Inc.not reported in the loaded dataset2023
C & S Products Co. , Inc. Short Term Disability PlanC & S Products Co., Inc.not reported in the loaded dataset2023
Jensen Builders Welfare Benefit PlanJensen Builders Ltdnot reported in the loaded dataset2023
C & S Products Co., Inc. Life PlanC & S Products Co., Inc.not reported in the loaded dataset2023

Related Form 5500 pages