Plan5500

Garner, 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, Garner, IA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $38,720,261 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Garner

  • 4 loaded plans hold $38.7M in reported assets across 3 sponsors.
  • The largest, Stellar Industries, Inc. 401(K) Profit Sharing Plan, holds 91% of reported Garner plan assets.
  • Plans cover 1,561 participants — about 390 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$38.7MSummed across loaded plans$38,720,261
Total reported assets$38.7M$38,720,261
Total reported participants1.6K1,561
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$38.7M total assets
Net assets$38.7MLiabilities$0
Contributions & income
Employer contributions$61.2K
Participant contributions$4.5M
Total income / additions$13.2M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.6M
Net increase / (decrease)$10.6M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

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

Garner market comparison

Largest plan share of assets91%Stellar Industries, Inc. 401(K) Profit Sharing Plan
Participants per plan390Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Garner

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

  1. 1
    Stellar Industries, Inc. 401(K) Profit Sharing Plan$35.3M
    Stellar Industries, Inc. · 2023
  2. 2
    Plas-Tech Tooling, Inc. 401(K) Plan$3.5M
    Plas-Tech Tooling, Inc. · 2023
  3. 3
    Stellar Industries, Inc. Employee Benefits Plannot reported in the loaded dataset
    Stellar Industries, Inc. · 2023
  4. 4
    Nid, Inc. Employee Benefit Plannot reported in the loaded dataset
    Nid, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages